Nonprofit · EIN 02-6055400
ANNIE L ROWELL CHARITABLE REMAINDER TRUST
Tax-exempt · MANCHESTER, NH 03101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $942,314 | $450,147 | $492,167 | $6,853,545 | $0 | $6,853,545 |
| June 30, 2025 | 990-PF | $509,730 | $474,226 | $35,504 | $6,361,354 | $0 | $6,361,354 |
| June 30, 2024 | 990-PF | $176,367 | $360,704 | -$184,337 | $6,324,395 | $0 | $6,324,395 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $133,321
- Net gain from sales of assets
- $808,993
Expenses
- Grants and similar amounts paid
- $380,539
- Compensation of officers, directors and key employees
- $56,844
- Disbursements for charitable purposes
- $380,539
- Excise tax on investment income
- $12,285
Balance sheet and other
- Total assets, start of year
- $6,361,354
- Total assets, end of year
- $6,853,545
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,853,545
- Fair market value of assets
- $7,904,819
- Qualifying distributions
- $380,539
- Net investment income
- $942,314
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD BANK NA 300 FRANKLIN STREET, MANCHESTER, NH 03101 | Trustee | 1 | $56,844 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD BANK NA 300 FRANKLIN STREET, MANCHESTER, NH 03101 | Trustee | 1 | $56,442 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD BANK NA 300 FRANKLIN STREET, MANCHESTER, NH 03101 | Trustee | 1 | $52,935 |
Address and contacts
- Address (IRS master file)
- 300 FRANKLIN ST, MANCHESTER, NH 03101-2318
- In care of
- % TD BANK NA TTEE FIDUCIARY TX DEPT
- Signed the 990-PF
- TRICIA J SMITH, TD Bank Trustee
- Phone
- (877) 773-1229
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6055400
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $6,853,545
- Income (IRS master file)
- $4,138,451
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $942,314 | $450,147 | $6,853,545 | XML |
| 990-PF | June 2025 | $509,730 | $474,226 | $6,361,354 | XML |
| 990-PF | June 2024 | $176,367 | $360,704 | $6,324,395 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 02-6055400).
Questions about ANNIE L ROWELL CHARITABLE REMAINDER TRUST
- What is the EIN of ANNIE L ROWELL CHARITABLE REMAINDER TRUST?
- The employer identification number (EIN) of ANNIE L ROWELL CHARITABLE REMAINDER TRUST is 02-6055400.
- Is ANNIE L ROWELL CHARITABLE REMAINDER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ANNIE L ROWELL CHARITABLE REMAINDER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNIE L ROWELL CHARITABLE REMAINDER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNIE L ROWELL CHARITABLE REMAINDER TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNIE L ROWELL CHARITABLE REMAINDER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of ANNIE L ROWELL CHARITABLE REMAINDER TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $56,844 (TD BANK NA, Trustee).
- How much revenue does ANNIE L ROWELL CHARITABLE REMAINDER TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $942,314, expenses of $450,147 and total assets of $6,853,545 at year end.
Other nonprofits in MANCHESTER
- MARK STEBBINS COMMUNITY CENTER EIN 87-4002783 · last filed 990 for 2024
- MANNHEIMER CHARITABLE TR EIN 22-6161919 · last filed 990-PF for 2025
- ANNIE ROWELL INTRVS TR EIN 02-6110470 · last filed 990-PF for 2026
- THE MARY GALE FOUNDATION INC EIN 57-1171038 · last filed 990-PF for 2025
- DEKA FOUNDATION EIN 27-1188399 · last filed 990-PF for 2025
- GILDEA-OKEEFE FOUNDATION EIN 90-0630591 · last filed 990-PF for 2026
- ISABEL L MAKEPEACE 1985 TRUST UA 130-1174600 EIN 04-6529891 · last filed 990-PF for 2025
- ST MARYS BANK CHARITABLE FOUNDATION EIN 84-3254128 · last filed 990-PF for 2025
All nonprofits in MANCHESTER · New Hampshire · Philanthropy, voluntarism and grantmaking foundations