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Nonprofit · EIN 02-6005793

MARION C SMYTH TRUST ESTATE UW

Tax-exempt · BEDFORD, NH 03110

Financials

$256K$288K2022$204K$277K2023$504K$347K2024$825K$305K2025
Revenue Expenses · by fiscal year end
Financials of MARION C SMYTH TRUST ESTATE UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$824,874$304,612$520,262$3,747,893$0$3,747,893
December 31, 2024990-PF$503,968$346,671$157,297$3,227,631$0$3,227,631
December 31, 2023990-PF$203,768$276,686-$72,918$3,070,334$0$3,070,334
December 31, 2022990-PF$256,437$288,307-$31,870$3,143,252$0$3,143,252
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$78,759
Interest
$470
Net gain from sales of assets
$745,613
Other income
$32

Expenses

Grants and similar amounts paid
$190,900
Compensation of officers, directors and key employees
$22,500
Disbursements for charitable purposes
$210,385
Excise tax on investment income
$10,289

Balance sheet and other

Total assets, start of year
$3,227,631
Total assets, end of year
$3,747,893
Total liabilities, end of year
$0
Net assets, end of year
$3,747,893
Fair market value of assets
$4,250,272
Qualifying distributions
$210,385
Net investment income
$824,411

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.

NameTitleHours / weekCompensation
CHARLES S GOODWIN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
DAVID H BELLMAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
JOSEPH E SHEEHAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CHARLES S GOODWIN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
DAVID H BELLMAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
JOSEPH E SHEEHAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CHARLES S GOODWIN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
DAVID H BELLMAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
JOSEPH E SHEEHAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
CHARLES S GOODWIN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
DAVID H BELLMAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500
JOSEPH E SHEEHAN
116 SOUTH RIVER ROAD STE E-1, BEDFORD, NH 03110
TRUSTEE5$7,500

Address and contacts

Address (IRS master file)
116 S RIVER RD UNIT E1, BEDFORD, NH 03110-6734
In care of
% CHARLES S GOODWIN
Signed the 990-PF
CHARLES GOODWIN, TRUSTEE
Phone
(603) 623-3420
Return prepared by
UHY ADVISORS NORTHEAST INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-6005793
Exempt since
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,747,893
Income (IRS master file)
$2,125,437

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$824,874$304,612$3,747,893XML
990-PFDecember 2024$503,968$346,671$3,227,631IRS
990-PFDecember 2023$203,768$276,686$3,070,334XML
990-PFDecember 2022$256,437$288,307$3,143,252XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 02-6005793).

Questions about MARION C SMYTH TRUST ESTATE UW

What is the EIN of MARION C SMYTH TRUST ESTATE UW?
The employer identification number (EIN) of MARION C SMYTH TRUST ESTATE UW is 02-6005793.
Is MARION C SMYTH TRUST ESTATE UW tax-exempt?
Yes. The IRS lists it as tax-exempt since 1973.
Which annual return does MARION C SMYTH TRUST ESTATE UW file?
Form 990-PF. Private foundations file every year.
When is the next return of MARION C SMYTH TRUST ESTATE UW 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 MARION C SMYTH TRUST ESTATE UW 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 MARION C SMYTH TRUST ESTATE UW?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $7,500 (CHARLES S GOODWIN, TRUSTEE).
How much revenue does MARION C SMYTH TRUST ESTATE UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $824,874, expenses of $304,612 and total assets of $3,747,893 at year end.

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