Nonprofit · EIN 02-6059690
WALDO AND ALICE AYER TRUST
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $47,357 | $43,801 | $3,556 | $777,413 | $0 | $777,413 |
| September 30, 2024 | 990-PF | $88,109 | $49,797 | $38,312 | $773,752 | $0 | $773,752 |
| September 30, 2023 | 990-PF | $36,882 | $50,575 | -$13,693 | $735,352 | $0 | $735,352 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $27,060
- Net gain from sales of assets
- $20,297
Expenses
- Grants and similar amounts paid
- $27,764
- Compensation of officers, directors and key employees
- $9,891
- Disbursements for charitable purposes
- $33,510
- Excise tax on investment income
- $540
Balance sheet and other
- Total assets, start of year
- $773,752
- Total assets, end of year
- $777,413
- Total liabilities, end of year
- $0
- Net assets, end of year
- $777,413
- Fair market value of assets
- $863,104
- Qualifying distributions
- $33,510
- Net investment income
- $47,357
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 2 | $9,891 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 2 | $9,591 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 2 | $9,468 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
- In care of
- % AMOSKEAG NATIONAL BANK ( TRUST CO
- Signed the 990-PF
- DONALD LUSTIG, TAX OFFICER
- Phone
- (603) 634-7772
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 02-6059690
- 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
- 1984
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $777,413
- Income (IRS master file)
- $181,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $47,357 | $43,801 | $777,413 | IRS |
| 990-PF | September 2024 | $88,109 | $49,797 | $773,752 | XML |
| 990-PF | September 2023 | $36,882 | $50,575 | $735,352 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 02-6059690).
Questions about WALDO AND ALICE AYER TRUST
- What is the EIN of WALDO AND ALICE AYER TRUST?
- The employer identification number (EIN) of WALDO AND ALICE AYER TRUST is 02-6059690.
- Is WALDO AND ALICE AYER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to WALDO AND ALICE AYER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALDO AND ALICE AYER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALDO AND ALICE AYER TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDO AND ALICE AYER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WALDO AND ALICE AYER TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,891 (CITIZENS N A, TRUSTEE).
- How much revenue does WALDO AND ALICE AYER TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $47,357, expenses of $43,801 and total assets of $777,413 at year end.
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