Nonprofit · EIN 01-6006981
WILLIAM O EMERY TRUST UW 61 FBO
Also known as ME 59-6130778130
Tax-exempt · PORTLAND, ME 04112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $106,826 | $62,815 | $44,011 | $693,597 | $0 | $693,597 |
| August 31, 2024 | 990-PF | $38,207 | $55,969 | -$17,762 | $650,011 | $0 | $650,011 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $20,017
- Net gain from sales of assets
- $86,809
Expenses
- Grants and similar amounts paid
- $57,500
- Compensation of officers, directors and key employees
- $4,265
- Disbursements for charitable purposes
- $60,032
- Excise tax on investment income
- $1,446
Balance sheet and other
- Total assets, start of year
- $650,011
- Total assets, end of year
- $693,597
- Total liabilities, end of year
- $0
- Net assets, end of year
- $693,597
- Fair market value of assets
- $1,262,493
- Qualifying distributions
- $60,032
- Net investment income
- $106,826
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H M PAYSON & CO ONE PORTLAND SQUARE, PORTLAND, ME 04112 | TRUSTEE | 1 | $4,265 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H M PAYSON & CO ONE PORTLAND SQUARE, PORTLAND, ME 04112 | TRUSTEE | 1 | $4,070 |
Address and contacts
- Address (IRS master file)
- PO BOX 31, PORTLAND, ME 04112-0031
- In care of
- % HM PAYSON 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 01-6006981
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $693,597
- Income (IRS master file)
- $265,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $106,826 | $62,815 | $693,597 | IRS |
| 990-PF | August 2024 | $38,207 | $55,969 | $650,011 | XML |
| 990-PF | August 2023 | $101,459 | $74,608 | $667,354 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 01-6006981).
Questions about WILLIAM O EMERY TRUST UW 61 FBO
- What is the EIN of WILLIAM O EMERY TRUST UW 61 FBO?
- The employer identification number (EIN) of WILLIAM O EMERY TRUST UW 61 FBO is 01-6006981.
- Is WILLIAM O EMERY TRUST UW 61 FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does WILLIAM O EMERY TRUST UW 61 FBO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM O EMERY TRUST UW 61 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 61 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 61 FBO?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,265 (H M PAYSON & CO, TRUSTEE).
- How much revenue does WILLIAM O EMERY TRUST UW 61 FBO have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $106,826, expenses of $62,815 and total assets of $693,597 at year end.
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