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Nonprofit · EIN 02-6067436

JANICE T BERRY TRUST AMOSKEAG NATL BK & TR

Tax-exempt · JOHNSTON, RI 02919

Financials

$53K$26K2023$15K$29K2024$29K$22K2025
Revenue Expenses · by fiscal year end
Financials of JANICE T BERRY TRUST AMOSKEAG NATL BK & TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$29,171$21,902$7,269$423,166$0$423,166
December 31, 2024990-PF$15,305$28,673-$13,368$415,205$0$415,205
December 31, 2023990-PF$52,777$26,451$26,326$393,067$0$393,067
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$15,003
Net gain from sales of assets
$13,818
Other income
$350

Expenses

Grants and similar amounts paid
$15,295
Compensation of officers, directors and key employees
$3,310
Disbursements for charitable purposes
$19,050
Excise tax on investment income
$361

Balance sheet and other

Total assets, start of year
$415,205
Total assets, end of year
$423,166
Total liabilities, end of year
$0
Net assets, end of year
$423,166
Fair market value of assets
$465,505
Qualifying distributions
$19,050
Net investment income
$28,821

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
CITIZENS BANK N A
900 ELM STREET, MANCHESTER, NH 03101
TRUSTEE5$3,310
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK N A
900 ELM STREET, MANCHESTER, NH 03101
TRUSTEE5$3,217
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK N A
900 ELM STREET, MANCHESTER, NH 03101
TRUSTEE5$3,014

Address and contacts

Address (IRS master file)
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
Signed the 990-PF
DONALD LUSTIG, TAX OFFICER
Phone
(603) 634-7752
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 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
02-6067436
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$423,166
Income (IRS master file)
$109,436

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$29,171$21,902$423,166IRS
990-PFDecember 2024$15,305$28,673$415,205IRS
990-PFDecember 2023$52,777$26,451$393,067XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 02-6067436).

Questions about JANICE T BERRY TRUST AMOSKEAG NATL BK & TR

What is the EIN of JANICE T BERRY TRUST AMOSKEAG NATL BK & TR?
The employer identification number (EIN) of JANICE T BERRY TRUST AMOSKEAG NATL BK & TR is 02-6067436.
Is JANICE T BERRY TRUST AMOSKEAG NATL BK & TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to JANICE T BERRY TRUST AMOSKEAG NATL BK & TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANICE T BERRY TRUST AMOSKEAG NATL BK & TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JANICE T BERRY TRUST AMOSKEAG NATL BK & TR 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 JANICE T BERRY TRUST AMOSKEAG NATL BK & TR 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 JANICE T BERRY TRUST AMOSKEAG NATL BK & TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,310 (CITIZENS BANK N A, TRUSTEE).
How much revenue does JANICE T BERRY TRUST AMOSKEAG NATL BK & TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,171, expenses of $21,902 and total assets of $423,166 at year end.

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