Nonprofit · EIN 02-6003998
SAM W LAKE TRUST UW FBO
Also known as CANTERBURY
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,928 | $17,409 | -$3,481 | $217,578 | $0 | $217,578 |
| December 31, 2024 | 990-PF | $11,158 | $18,065 | -$6,907 | $220,550 | $0 | $220,550 |
| December 31, 2023 | 990-PF | $9,329 | $17,218 | -$7,889 | $227,290 | $0 | $227,290 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,860
- Net gain from sales of assets
- $5,068
Expenses
- Grants and similar amounts paid
- $11,259
- Compensation of officers, directors and key employees
- $5,073
- Disbursements for charitable purposes
- $14,681
- Excise tax on investment income
- $158
Balance sheet and other
- Total assets, start of year
- $220,550
- Total assets, end of year
- $217,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $217,578
- Fair market value of assets
- $237,789
- Qualifying distributions
- $14,681
- Net investment income
- $13,928
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 |
|---|---|---|---|
| CITIZENS BANK 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 0 | $5,073 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 0 | $5,036 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS BANK 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 0 | $4,810 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
- In care of
- % CITIZENS BANK
- Signed the 990-PF
- DONALD LUSTIG, TAX OFFICER
- Phone
- (603) 263-4330
- Return prepared by
- KPMG 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 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
- 02-6003998
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $217,578
- Income (IRS master file)
- $51,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,928 | $17,409 | $217,578 | IRS |
| 990-PF | December 2024 | $11,158 | $18,065 | $220,550 | IRS |
| 990-PF | December 2023 | $9,329 | $17,218 | $227,290 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 02-6003998).
Questions about SAM W LAKE TRUST UW FBO
- What is the EIN of SAM W LAKE TRUST UW FBO?
- The employer identification number (EIN) of SAM W LAKE TRUST UW FBO is 02-6003998.
- Is SAM W LAKE TRUST UW FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to SAM W LAKE TRUST UW FBO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM W LAKE TRUST UW FBO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM W LAKE TRUST UW FBO 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 SAM W LAKE TRUST UW FBO 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 SAM W LAKE TRUST UW FBO?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,073 (CITIZENS BANK, TRUSTEE).
- How much revenue does SAM W LAKE TRUST UW FBO have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,928, expenses of $17,409 and total assets of $217,578 at year end.
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