Nonprofit · EIN 01-6016999
JOSEPHINE MOORE TRUST UW FBO
Also known as HOLMESTEAD
Tax-exempt · BANGOR, ME 04402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $45,962 | $26,026 | $19,936 | $302,890 | $0 | $302,890 |
| April 30, 2025 | 990-PF | $9,898 | $25,007 | -$15,109 | $282,949 | $0 | $282,949 |
| April 30, 2024 | 990-PF | $27,212 | $24,386 | $2,826 | $297,987 | $0 | $297,987 |
| April 30, 2022 | 990-PF | $22,988 | $27,535 | -$4,547 | $308,203 | $0 | $308,203 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $11,191
- Net gain from sales of assets
- $34,656
- Other income
- $115
Expenses
- Grants and similar amounts paid
- $21,203
- Compensation of officers, directors and key employees
- $2,883
- Disbursements for charitable purposes
- $22,676
- Excise tax on investment income
- $591
Balance sheet and other
- Total assets, start of year
- $282,949
- Total assets, end of year
- $302,890
- Total liabilities, end of year
- $0
- Net assets, end of year
- $302,890
- Fair market value of assets
- $492,140
- Qualifying distributions
- $22,676
- Net investment income
- $45,845
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVING BANK PO Box 656, Bangor, ME 044029934 | Trustee | 2 | $2,883 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVING BANK PO Box 656, Bangor, ME 044029934 | Trustee | 2 | $2,406 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVING BANK PO Box 656, Bangor, ME 044029934 | Trustee | 2 | $3,347 |
990-PF for the year ended April 30, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVING BANK PO Box 656, Bangor, ME 044029934 | Trustee | 2 | $2,877 |
Address and contacts
- Address (IRS master file)
- PO BOX 656, BANGOR, ME 04402-0656
- In care of
- % PRICVATE BANK TAX SERVICES
- Signed the 990-PF
- MICHAEL ADAMS, VP
- Phone
- (207) 942-5211
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6016999
- Exempt since
- 1970
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $302,890
- Income (IRS master file)
- $74,537
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $45,962 | $26,026 | $302,890 | XML |
| 990-PF | April 2025 | $9,898 | $25,007 | $282,949 | XML |
| 990-PF | April 2024 | $27,212 | $24,386 | $297,987 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $22,988 | $27,535 | $308,203 | XML |
| 990-PF | April 2021 | – | – | – | 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 01-6016999).
Questions about JOSEPHINE MOORE TRUST UW FBO
- What is the EIN of JOSEPHINE MOORE TRUST UW FBO?
- The employer identification number (EIN) of JOSEPHINE MOORE TRUST UW FBO is 01-6016999.
- Is JOSEPHINE MOORE TRUST UW FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does JOSEPHINE MOORE TRUST UW FBO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE MOORE TRUST UW FBO due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE MOORE TRUST UW FBO last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of JOSEPHINE MOORE TRUST UW FBO?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,883 (BANGOR SAVING BANK, Trustee).
- How much revenue does JOSEPHINE MOORE TRUST UW FBO have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $45,962, expenses of $26,026 and total assets of $302,890 at year end.
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