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Nonprofit · EIN 01-6006980

WILLIAM O EMERY TRUST UW 60 FBO

Also known as N PARISH CONGREGATIONAL CHURCH NECT

Tax-exempt · PORTLAND, ME 04112

Financials

$32K$48K2023$70K$45K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM O EMERY TRUST UW 60 FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$69,644$44,981$24,663$551,112$0$551,112
August 31, 2024990-PF$32,269$47,869-$15,600$527,556$0$527,556
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$16,693
Net gain from sales of assets
$52,951

Expenses

Grants and similar amounts paid
$40,519
Compensation of officers, directors and key employees
$3,465
Disbursements for charitable purposes
$41,785
Excise tax on investment income
$924

Balance sheet and other

Total assets, start of year
$527,556
Total assets, end of year
$551,112
Total liabilities, end of year
$0
Net assets, end of year
$551,112
Fair market value of assets
$1,011,817
Qualifying distributions
$41,785
Net investment income
$69,644

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HM PAYSON CO
ONE PORTLAND SQUARE, PORTLAND, ME 04112
TRUSTEE1$3,465
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
HM PAYSON CO
ONE PORTLAND SQUARE, PORTLAND, ME 04112
TRUSTEE1$3,235

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
PETER ROBINS, Peter Robins
Phone
(207) 772-3761
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
01-6006980
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$551,112
Income (IRS master file)
$207,123

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$69,644$44,981$551,112XML
990-PFAugust 2024$32,269$47,869$527,556XML
990-PFAugust 2023$77,103$46,284$541,987IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 01-6006980).

Questions about WILLIAM O EMERY TRUST UW 60 FBO

What is the EIN of WILLIAM O EMERY TRUST UW 60 FBO?
The employer identification number (EIN) of WILLIAM O EMERY TRUST UW 60 FBO is 01-6006980.
Is WILLIAM O EMERY TRUST UW 60 FBO tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does WILLIAM O EMERY TRUST UW 60 FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM O EMERY TRUST UW 60 FBO due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM O EMERY TRUST UW 60 FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of WILLIAM O EMERY TRUST UW 60 FBO?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,465 (HM PAYSON CO, TRUSTEE).
How much revenue does WILLIAM O EMERY TRUST UW 60 FBO have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $69,644, expenses of $44,981 and total assets of $551,112 at year end.

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