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Nonprofit · EIN 03-6022506

MARJORIE LEITH TR UW STRATEVEST GROUP NA

Tax-exempt · MANCHESTER, NH 03101

Financials

−$3K$5K2023$3K$5K2024$3K$5K2025
Revenue Expenses · by fiscal year end
Financials of MARJORIE LEITH TR UW STRATEVEST GROUP NA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,270$4,814-$1,544$52,550$0$52,550
December 31, 2024990-PF$3,262$4,944-$1,682$54,100$0$54,100
December 31, 2023990-PF-$2,889$4,871-$7,760$55,765$0$55,765
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,835
Net gain from sales of assets
$1,435

Expenses

Grants and similar amounts paid
$2,836
Compensation of officers, directors and key employees
$1,093
Disbursements for charitable purposes
$2,836
Excise tax on investment income
$18

Balance sheet and other

Total assets, start of year
$54,100
Total assets, end of year
$52,550
Total liabilities, end of year
$0
Net assets, end of year
$52,550
Fair market value of assets
$62,138
Qualifying distributions
$2,836
Net investment income
$3,270

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$1,093
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$1,074
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$1,067

Address and contacts

Address (IRS master file)
300 FRANKLIN ST, MANCHESTER, NH 03101-2318
In care of
% BANKNORTH GROUP TAX DEPARTMENT
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
03-6022506
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$52,550
Income (IRS master file)
$4,568

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,270$4,814$52,550IRS
990-PFDecember 2024$3,262$4,944$54,100IRS
990-PFDecember 2023-$2,889$4,871$55,765XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 03-6022506).

Questions about MARJORIE LEITH TR UW STRATEVEST GROUP NA

What is the EIN of MARJORIE LEITH TR UW STRATEVEST GROUP NA?
The employer identification number (EIN) of MARJORIE LEITH TR UW STRATEVEST GROUP NA is 03-6022506.
Is MARJORIE LEITH TR UW STRATEVEST GROUP NA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to MARJORIE LEITH TR UW STRATEVEST GROUP NA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARJORIE LEITH TR UW STRATEVEST GROUP NA file?
Form 990-PF. Private foundations file every year.
When is the next return of MARJORIE LEITH TR UW STRATEVEST GROUP NA 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 MARJORIE LEITH TR UW STRATEVEST GROUP NA 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 MARJORIE LEITH TR UW STRATEVEST GROUP NA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,093 (TD BANK NA, TRUSTEE).
How much revenue does MARJORIE LEITH TR UW STRATEVEST GROUP NA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,270, expenses of $4,814 and total assets of $52,550 at year end.

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