Nonprofit · EIN 01-0222218
HATTIE A & FRED C LYNAM TRUST 64
Tax-exempt · CONCORD, NH 03301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $518,154 | $340,926 | $177,228 | $5,255,738 | $0 | $5,255,738 |
| December 31, 2024 | 990-PF | $614,606 | $329,767 | $284,839 | $5,077,748 | $0 | $5,077,748 |
| December 31, 2023 | 990-PF | $332,825 | $320,201 | $12,624 | $4,792,572 | $0 | $4,792,572 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $176,421
- Net gain from sales of assets
- $341,733
Expenses
- Grants and similar amounts paid
- $285,790
- Compensation of officers, directors and key employees
- $38,232
- Disbursements for charitable purposes
- $305,806
- Excise tax on investment income
- $6,916
Balance sheet and other
- Total assets, start of year
- $5,077,748
- Total assets, end of year
- $5,255,738
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,255,738
- Fair market value of assets
- $6,053,802
- Qualifying distributions
- $305,806
- Net investment income
- $518,154
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAR HARBOR WEALTH MANAGEMENT 90 NORTH MAIN STREET, CONCORD, NH 03301 | TRUSTEE | 15 | $38,232 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAR HARBOR WEALTH MANAGEMENT 90 NORTH MAIN STREET, CONCORD, NH 03301 | TRUSTEE | 15 | $37,125 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAR HARBOR WEALTH MANAGEMENT 90 NORTH MAIN STREET, CONCORD, NH 03301 | TRUSTEE | 15 | $35,647 |
Address and contacts
- Address (IRS master file)
- 90 N MAIN ST, CONCORD, NH 03301-4915
- In care of
- % BAR HARBOR TRUST SERVICES
- Signed the 990-PF
- JASON EDGAR, PRESIDENT
- Phone
- (603) 224-1350
- Return prepared by
- ERNST & YOUNG US 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0222218
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,255,738
- Income (IRS master file)
- $2,212,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $518,154 | $340,926 | $5,255,738 | IRS |
| 990-PF | December 2024 | $614,606 | $329,767 | $5,077,748 | IRS |
| 990-PF | December 2023 | $332,825 | $320,201 | $4,792,572 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 01-0222218).
Questions about HATTIE A & FRED C LYNAM TRUST 64
- What is the EIN of HATTIE A & FRED C LYNAM TRUST 64?
- The employer identification number (EIN) of HATTIE A & FRED C LYNAM TRUST 64 is 01-0222218.
- Is HATTIE A & FRED C LYNAM TRUST 64 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HATTIE A & FRED C LYNAM TRUST 64 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HATTIE A & FRED C LYNAM TRUST 64 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HATTIE A & FRED C LYNAM TRUST 64 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 HATTIE A & FRED C LYNAM TRUST 64 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 HATTIE A & FRED C LYNAM TRUST 64?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,232 (BAR HARBOR WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does HATTIE A & FRED C LYNAM TRUST 64 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $518,154, expenses of $340,926 and total assets of $5,255,738 at year end.
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- NORTHEAST DELTA DENTAL FOUNDATION INC EIN 02-0489150 · last filed 990 for 2024
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- SKRUNGLOO FARM INC EIN 02-0524940 · last filed 990-PF for 2024
All nonprofits in CONCORD · New Hampshire · Philanthropy, voluntarism and grantmaking foundations