Nonprofit · EIN 01-6080767
CAROLINE S WOOSTER TRUST
Also known as H M PAYSON 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 | $67,967 | $102,566 | -$34,599 | $522,235 | $0 | $522,235 |
| December 31, 2024 | 990-PF | $134,377 | $93,978 | $40,399 | $556,908 | $0 | $556,908 |
| December 31, 2023 | 990-PF | $107,809 | $104,068 | $3,741 | $516,325 | $0 | $516,325 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,635
- Net gain from sales of assets
- $28,332
Expenses
- Grants and similar amounts paid
- $79,024
- Compensation of officers, directors and key employees
- $20,620
- Disbursements for charitable purposes
- $84,579
- Excise tax on investment income
- $723
Balance sheet and other
- Total assets, start of year
- $556,908
- Total assets, end of year
- $522,235
- Total liabilities, end of year
- $0
- Net assets, end of year
- $522,235
- Fair market value of assets
- $1,939,394
- Qualifying distributions
- $84,579
- Net investment income
- $67,967
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 P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $20,620 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $19,674 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HM PAYSON CO P O BOX 31, PORTLAND, ME 04112 | TRUSTEE | 1 | $18,479 |
Address and contacts
- Address (IRS master file)
- PO BOX 31, PORTLAND, ME 04112-0031
- Signed the 990-PF
- HM PAYAON CO, Trustee
- 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
- 01-6080767
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B40)
- Assets (IRS master file)
- $522,235
- Income (IRS master file)
- $203,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $67,967 | $102,566 | $522,235 | IRS |
| 990-PF | December 2024 | $134,377 | $93,978 | $556,908 | IRS |
| 990-PF | December 2023 | $107,809 | $104,068 | $516,325 | 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 01-6080767).
Questions about CAROLINE S WOOSTER TRUST
- What is the EIN of CAROLINE S WOOSTER TRUST?
- The employer identification number (EIN) of CAROLINE S WOOSTER TRUST is 01-6080767.
- Is CAROLINE S WOOSTER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to CAROLINE S WOOSTER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLINE S WOOSTER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLINE S WOOSTER TRUST 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 CAROLINE S WOOSTER TRUST 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 CAROLINE S WOOSTER TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,620 (HM PAYSON CO, TRUSTEE).
- How much revenue does CAROLINE S WOOSTER TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $67,967, expenses of $102,566 and total assets of $522,235 at year end.
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