Ada B W Bacon Trust Uw Nect

Boston, MA
Tax-exempt since Dec. 1970
EIN: 23-7425266

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$179,005

Expenses

$120,631

Net Income

$58,374

Net Assets

$1,150,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,879	21.2%
Sales of Assets	$141,126	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,426	90.7%
Compensation of Officers*	$12,449	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,150,312
Total Liabilities	$0
Net Assets	$1,150,312

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$6,225	$0
Joseph L Bierwirth (Trustee)	$6,224	$0

990-PF

Filed on April 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$52,455

Expenses

$114,876

Net Income

-$62,421

Net Assets

$1,091,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,472	61.9%
Sales of Assets	$19,983	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,893	89.6%
Compensation of Officers*	$11,373	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,091,186
Total Liabilities	$0
Net Assets	$1,091,186

Compensation

Key Employees and Officers	Compensation	Other
Joseph L Bierwirth (Trustee)	$5,687	$0
Michael J Puzo (Trustee)	$5,686	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$141,424

Expenses

$120,928

Net Income

$20,496

Net Assets

$1,153,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,012	19.8%
Sales of Assets	$113,412	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,765	90.8%
Compensation of Officers*	$11,160	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,153,811
Total Liabilities	$0
Net Assets	$1,153,811

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$5,580	$0
Joseph L Bierwirth (Trustee)	$5,580	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$151,006

Expenses

$122,943

Net Income

$28,063

Net Assets

$1,133,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,118	19.3%
Sales of Assets	$121,888	80.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,712	90.1%
Compensation of Officers*	$12,170	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,133,420
Total Liabilities	$0
Net Assets	$1,133,420

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$6,085	$0
Joseph L Bierwirth (Trustee)	$6,085	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$140,917

Expenses

$127,534

Net Income

$13,383

Net Assets

$1,105,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,055	24.9%
Sales of Assets	$105,862	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,142	90.3%
Compensation of Officers*	$10,832	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,105,461
Total Liabilities	$1
Net Assets	$1,105,460

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$5,416	$0
Joseph L Bierwirth (Trustee)	$5,416	$0

990-PF

Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$206,307

Expenses

$154,053

Net Income

$52,254

Net Assets

$1,092,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,413	17.2%
Sales of Assets	$170,894	82.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,083	86.4%
Compensation of Officers*	$11,148	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,092,342
Total Liabilities	$1
Net Assets	$1,092,341

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$5,574	$0
Joseph L Bierwirth (Trustee)	$5,574	$0

990-PF

Filed on July 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$100,971

Expenses

$42,605

Net Income

$58,366

Net Assets

$1,042,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,924	34.6%
Sales of Assets	$66,047	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,752	44.0%
Compensation of Officers*	$10,166	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,042,622
Total Liabilities	$0
Net Assets	$1,042,622

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$8,472	$0
Joseph L Bierwirth (Trustee)	$8,472	$0

990-PF

Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$137,044

Expenses

$33,695

Net Income

$103,349

Net Assets

$984,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,872	23.3%
Sales of Assets	$105,172	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,254	42.3%
Compensation of Officers*	$9,594	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$984,256
Total Liabilities	$0
Net Assets	$984,256

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$7,996	$0
Joseph L Bierwirth (Trustee)	$7,996	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$132,858

Expenses

$40,344

Net Income

$92,514

Net Assets

$880,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,679	23.8%
Sales of Assets	$99,806	75.1%
Other Income	$1,373	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,304	57.8%
Compensation of Officers*	$8,846	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,907
Total Liabilities	$0
Net Assets	$880,907

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$7,372	$0
Joseph L Bierwirth (Trustee)	$7,372	$0

990-PF

Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$111,497

Expenses

$66,471

Net Income

$45,026

Net Assets

$788,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,302	29.0%
Sales of Assets	$79,195	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,155	64.9%
Compensation of Officers*	$12,553	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$788,393
Total Liabilities	$0
Net Assets	$788,393

Compensation

Key Employees and Officers	Compensation	Other
Michael J Puzo (Trustee)	$9,152	$0
Timothy F Fidgeon (Trustee)	$9,152	$0

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

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Fiscal Year Ending Dec.
2014

Revenue

$169,289

Expenses

$73,185

Net Income

$96,104

Net Assets

$743,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,195	18.4%
Sales of Assets	$137,660	81.3%
Other Income	$434	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,606	77.3%
Compensation of Officers*	$18,139	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$743,367
Total Liabilities	$0
Net Assets	$743,367

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$94,430

Expenses

$144,449

Net Income

-$50,019

Net Assets

$647,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,149	35.1%
Sales of Assets	$61,281	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,443	87.5%
Compensation of Officers*	$13,764	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$647,263
Total Liabilities	$0
Net Assets	$647,263

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$95,669

Expenses

$159,438

Net Income

-$63,769

Net Assets

$697,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,737	39.4%
Sales of Assets	$57,932	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,981	91.6%
Compensation of Officers*	$13,240	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$697,282
Total Liabilities	$0
Net Assets	$697,282

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$36,020

Expenses

$65,244

Net Income

-$29,224

Net Assets

$761,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,169	> 100%
Sales of Assets	$0
Other Income	$98	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,324	78.7%
Compensation of Officers*	$13,468	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$761,051
Total Liabilities	$0
Net Assets	$761,051

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated April 20, 2026

Ada B W Bacon Trust Uw Nect

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

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2009

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2008

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