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Nonprofit · EIN 22-2778156

WILLIAM F CONNELL CHARITABLE TRUST

Tax-exempt · BOSTON, MA 02108

Financials

$31.5M$95K2023$1.4M$1.4M2024$1.5M$1.4M2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM F CONNELL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,523,338$1,394,879$128,459$31,073,157$35$31,073,122
December 31, 2024990-PF$1,369,508$1,398,736-$29,228$30,065,445$35$30,065,410
December 31, 2023990-PF$31,470,222$95,222$31,375,000$29,694,186$35$29,694,151
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,124,925
Net gain from sales of assets
$398,413

Expenses

Grants and similar amounts paid
$1,379,020
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,379,020
Excise tax on investment income
$21,004

Balance sheet and other

Total assets, start of year
$30,065,445
Total assets, end of year
$31,073,157
Total liabilities, end of year
$35
Net assets, end of year
$31,073,122
Fair market value of assets
$39,531,120
Qualifying distributions
$1,379,020
Net investment income
$1,523,338

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MONICA C HEALEY
ONE GROVE STREET, BEVERLY FARMS, MA 01915
TRUSTEE0$0
LISA T MCNAMARA
30 SUMMIT ROAD, LEXINGTON, MA 02421
TRUSTEE0$0
COURTENAY E CONNELL
1065 LEXINGTON AVE APT 6A, NEW YORK, NY 10021
TRUSTEE0$0
WILLIAM C CONNELL
24 MAHER AVE, GREENWICH, CT 06830
TRUSTEE0$0
TERENCE A CONNELL
400 STUART STREET 19A, BOSTON, MA 02116
TRUSTEE0$0
TIMOTHY P CONNELL
205 CHESTNUT STREET, WINNETKA, IL 60093
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
MONICA C HEALEY
ONE GROVE STREET, BEVERLY FARMS, MA 01915
TRUSTEE0$0
LISA T MCNAMARA
30 SUMMIT ROAD, LEXINGTON, MA 02421
TRUSTEE0$0
COURTENAY E CONNELL
1065 LEXINGTON AVE APT 6A, NEW YORK, NY 10021
TRUSTEE0$0
WILLIAM C CONNELL
24 MAHER AVE, GREENWICH, CT 06830
TRUSTEE0$0
TERENCE A CONNELL
400 STUART STREET 19A, BOSTON, MA 02116
TRUSTEE0$0
TIMOTHY P CONNELL
500 SHERIDAN ROAD, WINNETKA, IL 60093
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MONICA C HEALEY
ONE GROVE STREET, BEVERLY FARMS, MA 01915
TRUSTEE0$0
LISA T MCNAMARA
30 SUMMIT ROAD, LEXINGTON, MA 02421
TRUSTEE0$0
COURTENAY E CONNELL
1065 LEXINGTON AVE APT 6A, NEW YORK, NY 10021
TRUSTEE0$0
WILLIAM C CONNELL
24 MAHER AVE, GREENWICH, CT 06830
TRUSTEE0$0
TERENCE A CONNELL
400 STUART STREET 19A, BOSTON, MA 02116
TRUSTEE0$0
TIMOTHY P CONNELL
500 SHERIDAN ROAD, WINNETKA, IL 60093
TRUSTEE0$0

Address and contacts

Address (IRS master file)
LYNCH FINK 6 BEACON ST 415, BOSTON, MA 02108-0000
Signed the 990-PF
TERENCE A CONNELL, TRUSTEE
Phone
(617) 951-0800
Return prepared by
LYNCH FINK HARRINGTON & GRAY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2778156
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,073,157
Income (IRS master file)
$6,483,873

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,523,338$1,394,879$31,073,157IRS
990-PFDecember 2024$1,369,508$1,398,736$30,065,445IRS
990-PFDecember 2023$31,470,222$95,222$29,694,186XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2778156).

Questions about WILLIAM F CONNELL CHARITABLE TRUST

What is the EIN of WILLIAM F CONNELL CHARITABLE TRUST?
The employer identification number (EIN) of WILLIAM F CONNELL CHARITABLE TRUST is 22-2778156.
Is WILLIAM F CONNELL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to WILLIAM F CONNELL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM F CONNELL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM F CONNELL CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM F CONNELL CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WILLIAM F CONNELL CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WILLIAM F CONNELL CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,523,338, expenses of $1,394,879 and total assets of $31,073,157 at year end.

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