Nonprofit · EIN 01-0496879
MARGARET E BURNHAM CHARITABLE TR
Also known as MACLEOD WILLIAM A ET AL TTEE
Tax-exempt · PORTLAND, ME 04112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $611,698 | $863,641 | -$251,943 | $7,174,545 | $0 | $7,174,545 |
| December 31, 2024 | 990-PF | $1,047,509 | $735,669 | $311,840 | $7,427,981 | $0 | $7,427,981 |
| December 31, 2023 | 990-PF | $449,412 | $670,548 | -$221,136 | $7,129,599 | $0 | $7,129,599 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $169,583
- Net gain from sales of assets
- $442,115
Expenses
- Grants and similar amounts paid
- $757,550
- Compensation of officers, directors and key employees
- $77,751
- Disbursements for charitable purposes
- $799,065
- Excise tax on investment income
- $7,916
Balance sheet and other
- Total assets, start of year
- $7,427,981
- Total assets, end of year
- $7,174,545
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,174,545
- Fair market value of assets
- $16,379,165
- Qualifying distributions
- $799,065
- Net investment income
- $611,698
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 |
|---|---|---|---|
| HM PAYSON CO PO BOX 31, PORTLAND, ME 041120031 | TRUSTEE | 1 | $77,751 |
| THOMAS PIERCE ONE PORTLAND SQUARE, PORTLAND, ME 04101 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO PO BOX 31, PORTLAND, ME 041120031 | TRUSTEE | 1 | $73,378 |
| THOMAS PIERCE ONE PORTLAND SQUARE, PORTLAND, ME 04101 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO PO BOX 31, PORTLAND, ME 041120031 | TRUSTEE | 1 | $64,782 |
| THOMAS PIERCE ONE PORTLAND SQUARE, PORTLAND, ME 04101 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 31, PORTLAND, ME 04112-0031
- In care of
- % HM PAYSON & CO TTEE
- Signed the 990-PF
- H M PAYSON CO, Trustee
- Phone
- (207) 772-3761
- Website
- ://www.margaretburnham.org/
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
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
- 01-0496879
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $7,174,545
- Income (IRS master file)
- $1,962,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $611,698 | $863,641 | $7,174,545 | IRS |
| 990-PF | December 2024 | $1,047,509 | $735,669 | $7,427,981 | IRS |
| 990-PF | December 2023 | $449,412 | $670,548 | $7,129,599 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 01-0496879).
Questions about MARGARET E BURNHAM CHARITABLE TR
- What is the EIN of MARGARET E BURNHAM CHARITABLE TR?
- The employer identification number (EIN) of MARGARET E BURNHAM CHARITABLE TR is 01-0496879.
- Is MARGARET E BURNHAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MARGARET E BURNHAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET E BURNHAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET E BURNHAM CHARITABLE TR 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 MARGARET E BURNHAM CHARITABLE TR 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 MARGARET E BURNHAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $77,751 (HM PAYSON CO, TRUSTEE).
- How much revenue does MARGARET E BURNHAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $611,698, expenses of $863,641 and total assets of $7,174,545 at year end.
Other nonprofits in PORTLAND
- HAROLD ALFOND FOUNDATION EIN 22-3281672 · last filed 990-PF for 2024
- TD CHARITABLE FOUNDATION EIN 14-1864317 · last filed 990-PF for 2025
- J BLAIR AND TENA FRANK FOUNDATION EIN 81-4175987 · last filed 990-PF for 2025
- UNIVERSITY OF SOUTHERN MAINE FOUNDATION EIN 04-3350930 · last filed 990 for 2025
- JOHN T GORMAN FOUNDATION EIN 01-0498551 · last filed 990-PF for 2024
- UNITED WAY INC EIN 01-0241767 · last filed 990 for 2025
- JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE EIN 01-0530420 · last filed 990 for 2025
- SAM L COHEN FOUNDATION EIN 20-2262822 · last filed 990-PF for 2025
All nonprofits in PORTLAND · Maine · Philanthropy, voluntarism and grantmaking foundations