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Nonprofit · EIN 22-3158002

WALLACE MINOT LEONARD FOUNDATION

Also known as LEONARD WALLACE MINOT ET AL TTEES

Tax-exempt · BOSTON, MA 02196

Financials

$970K$1.1M2023$848K$1M2024
Revenue Expenses · by fiscal year end
Financials of WALLACE MINOT LEONARD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$848,235$1,031,792-$183,557$5,586,727$0$5,586,727
December 31, 2023990-PF$969,557$1,083,224-$113,667$5,780,947$0$5,780,947
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$192,939
Net gain from sales of assets
$655,296

Expenses

Grants and similar amounts paid
$913,500
Compensation of officers, directors and key employees
$52,183
Disbursements for charitable purposes
$913,570
Excise tax on investment income
$10,446

Balance sheet and other

Total assets, start of year
$5,780,947
Total assets, end of year
$5,586,727
Total liabilities, end of year
$0
Net assets, end of year
$5,586,727
Fair market value of assets
$11,318,235
Qualifying distributions
$913,570
Net investment income
$848,235

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL J PUZO
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE2.5$26,092
STEPHEN W KIDDER
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE2.5$26,092
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
STEPHEN W KIDDER
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE2.5$22,558
MICHAEL J PUZO
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE2.5$22,557

Address and contacts

Address (IRS master file)
PO BOX 961209, BOSTON, MA 02196-1209
In care of
% HEMENWAY & BARNES
Signed the 990-PF
MICHAEL J PUZO, TRUSTEE
Phone
(617) 227-7940
Return prepared by
HEMENWAY & BARNES 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3158002
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,586,727
Income (IRS master file)
$2,328,414

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$848,235$1,031,792$5,586,727XML
990-PFDecember 2023$969,557$1,083,224$5,780,947XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 22-3158002).

Questions about WALLACE MINOT LEONARD FOUNDATION

What is the EIN of WALLACE MINOT LEONARD FOUNDATION?
The employer identification number (EIN) of WALLACE MINOT LEONARD FOUNDATION is 22-3158002.
Is WALLACE MINOT LEONARD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to WALLACE MINOT LEONARD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALLACE MINOT LEONARD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WALLACE MINOT LEONARD FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALLACE MINOT LEONARD FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WALLACE MINOT LEONARD FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $26,092 (MICHAEL J PUZO, TRUSTEE).
How much revenue does WALLACE MINOT LEONARD FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $848,235, expenses of $1,031,792 and total assets of $5,586,727 at year end.

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