Nonprofit · EIN 03-0367216
SOLSTICE TRUST
Tax-exempt · NEWPORT, RI 02840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $18,116 | $17,019 | $1,097 | $137,623 | $0 | $137,623 |
| June 30, 2024 | 990-PF | -$10,070 | $13,058 | -$23,128 | $136,526 | $0 | $136,526 |
| June 30, 2023 | 990-PF | -$8,237 | $12,847 | -$21,084 | $159,654 | $0 | $159,654 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $6,560
- Net gain from sales of assets
- $11,556
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,637
- Excise tax on investment income
- $206
Balance sheet and other
- Total assets, start of year
- $136,526
- Total assets, end of year
- $137,623
- Total liabilities, end of year
- $0
- Net assets, end of year
- $137,623
- Fair market value of assets
- $165,070
- Qualifying distributions
- $13,637
- Net investment income
- $18,116
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN M BROWN 31 CHURCH STREET, NORWICH, VT 05055 | PRES/TREAS, DIRECTOR | 0 | $0 |
| STUART T CLOSE 31 CHURCH STREET, NORWICH, VT 05055 | VICE PRES, DIRECTOR | 0 | $0 |
| LOUIS G MURPHY JR 136 CARROLL AVENUE, NEWPORT, RI 02840 | SECRETARY, DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN M BROWN 31 CHURCH STREET, NORWICH, VT 05055 | PRES/TREAS, DIRECTOR | 0 | $0 |
| STUART T CLOSE 31 CHURCH STREET, NORWICH, VT 05055 | VICE PRES, DIRECTOR | 0 | $0 |
| LOUIS G MURPHY JR 136 CARROLL AVENUE, NEWPORT, RI 02840 | SECRETARY, DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN M BROWN 31 CHURCH STREET, NORWICH, VT 05055 | PRES/TREAS, DIRECTOR | 0 | $0 |
| STUART T CLOSE 31 CHURCH STREET, NORWICH, VT 05055 | VICE PRES, DIRECTOR | 0 | $0 |
| LOUIS G MURPHY JR 136 CARROLL AVENUE, NEWPORT, RI 02840 | SECRETARY, DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 136 CARROLL AVE, NEWPORT, RI 02840-4328
- In care of
- % LOUIS G MURPHY JR
- Signed the 990-PF
- LOUIS MURPHY JR, TRUSTEE
- Phone
- (401) 421-8900
- Return prepared by
- CBIZ ADVISORS LLC
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 | Not due yet |
| 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
- 03-0367216
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $137,623
- Income (IRS master file)
- $51,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $18,116 | $17,019 | $137,623 | IRS |
| 990-PF | June 2024 | -$10,070 | $13,058 | $136,526 | XML |
| 990-PF | June 2023 | -$8,237 | $12,847 | $159,654 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 03-0367216).
Questions about SOLSTICE TRUST
- What is the EIN of SOLSTICE TRUST?
- The employer identification number (EIN) of SOLSTICE TRUST is 03-0367216.
- Is SOLSTICE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SOLSTICE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOLSTICE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOLSTICE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOLSTICE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SOLSTICE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SOLSTICE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $18,116, expenses of $17,019 and total assets of $137,623 at year end.
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All nonprofits in NEWPORT · Rhode Island · Philanthropy, voluntarism and grantmaking foundations