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Nonprofit · EIN 03-6004569

WILLIAM CLARK STRATEVEST GROUP N A

Also known as STRATEVEST GROUP NA

Tax-exempt · MANCHESTER, NH 03101

Financials

$22K$66K2023$59K$66K2024$43K$67K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM CLARK STRATEVEST GROUP N A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$43,416$67,079-$23,663$938,305$0$938,305
December 31, 2024990-PF$58,575$65,912-$7,337$961,930$0$961,930
December 31, 2023990-PF$21,725$65,517-$43,792$968,373$0$968,373
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$26,874
Net gain from sales of assets
$16,542

Expenses

Grants and similar amounts paid
$57,600
Compensation of officers, directors and key employees
$7,373
Disbursements for charitable purposes
$57,600
Excise tax on investment income
$489

Balance sheet and other

Total assets, start of year
$961,930
Total assets, end of year
$938,305
Total liabilities, end of year
$0
Net assets, end of year
$938,305
Fair market value of assets
$1,032,980
Qualifying distributions
$57,600
Net investment income
$43,416

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
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$7,373
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$7,216
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$6,959

Address and contacts

Address (IRS master file)
300 FRANKLIN ST, MANCHESTER, NH 03101-2318
In care of
% FIDUCIARY TAX 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 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
03-6004569
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$938,305
Income (IRS master file)
$411,539

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$43,416$67,079$938,305IRS
990-PFDecember 2024$58,575$65,912$961,930IRS
990-PFDecember 2023$21,725$65,517$968,373XML
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 03-6004569).

Questions about WILLIAM CLARK STRATEVEST GROUP N A

What is the EIN of WILLIAM CLARK STRATEVEST GROUP N A?
The employer identification number (EIN) of WILLIAM CLARK STRATEVEST GROUP N A is 03-6004569.
Is WILLIAM CLARK STRATEVEST GROUP N A tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does WILLIAM CLARK STRATEVEST GROUP N A file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM CLARK STRATEVEST GROUP N A 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 WILLIAM CLARK STRATEVEST GROUP N A 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 WILLIAM CLARK STRATEVEST GROUP N A?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,373 (TD BANK NA, TRUSTEE).
How much revenue does WILLIAM CLARK STRATEVEST GROUP N A have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,416, expenses of $67,079 and total assets of $938,305 at year end.

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