Nonprofit · EIN 01-6033309
JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130
Also known as 291
Tax-exempt · PORTLAND, ME 04101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $30,862 | $29,406 | $1,456 | $479,603 | $0 | $479,603 |
| August 31, 2024 | 990-PF | $18,734 | $32,576 | -$13,842 | $478,147 | $0 | $478,147 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $8,279
- Net gain from sales of assets
- $22,583
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $6,209
- Disbursements for charitable purposes
- $24,447
- Excise tax on investment income
- $360
Balance sheet and other
- Total assets, start of year
- $478,147
- Total assets, end of year
- $479,603
- Total liabilities, end of year
- $0
- Net assets, end of year
- $479,603
- Fair market value of assets
- $634,973
- Qualifying distributions
- $24,447
- Net investment income
- $30,862
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 |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,509 |
| PORTLAND TRUST COMPANY LLC 2 MONUMENT SQUARE, PORTLAND, ME 04101 | TRUSTEE | 1 | $1,700 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,288 |
Address and contacts
- Address (IRS master file)
- 2 MONUMENT SQ STE 703, PORTLAND, ME 04101-6049
- In care of
- % SANFORD TR CO TTEE
- Signed the 990-PF
- PORTLAND TRUST COMPANY LLC, TRUSTEE
- Phone
- (207) 558-6220
- Return prepared by
- D MARTINES & ASSOCIATES 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
- 01-6033309
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $479,603
- Income (IRS master file)
- $118,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $30,862 | $29,406 | $479,603 | XML |
| 990-PF | August 2024 | $18,734 | $32,576 | $478,147 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 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 01-6033309).
Questions about JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130
- What is the EIN of JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130?
- The employer identification number (EIN) of JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 is 01-6033309.
- Is JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 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 JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 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 JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $4,509 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JOHN & ANN WATSON EDUCATIONAL TRUST 124-6130815130 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $30,862, expenses of $29,406 and total assets of $479,603 at year end.
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