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Nonprofit · EIN 03-6065153

L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST

Tax-exempt · MANCHESTER, NH 03101

Financials

−$17K$24K2023$16K$25K2024$21K$25K2025
Revenue Expenses · by fiscal year end
Financials of L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,019$24,760-$3,741$306,080$0$306,080
December 31, 2024990-PF$16,471$24,522-$8,051$309,808$0$309,808
December 31, 2023990-PF-$16,764$23,875-$40,639$317,802$0$317,802
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,448
Net gain from sales of assets
$11,571

Expenses

Grants and similar amounts paid
$17,647
Compensation of officers, directors and key employees
$6,009
Disbursements for charitable purposes
$17,647
Excise tax on investment income
$195

Balance sheet and other

Total assets, start of year
$309,808
Total assets, end of year
$306,080
Total liabilities, end of year
$0
Net assets, end of year
$306,080
Fair market value of assets
$367,316
Qualifying distributions
$17,647
Net investment income
$21,019

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$6,009
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$6,164
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TD BANK NA
300 FRANKLIN STREET, MANCHESTER, NH 03101
TRUSTEE1$6,063

Address and contacts

Address (IRS master file)
300 FRANKLIN ST, MANCHESTER, NH 03101-2318
In care of
% TD BANKNORTH 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
03-6065153
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$306,080
Income (IRS master file)
$33,284

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,019$24,760$306,080IRS
990-PFDecember 2024$16,471$24,522$309,808IRS
990-PFDecember 2023-$16,764$23,875$317,802XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 03-6065153).

Questions about L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST

What is the EIN of L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST?
The employer identification number (EIN) of L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST is 03-6065153.
Is L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST 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 L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST 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 L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,009 (TD BANK NA, TRUSTEE).
How much revenue does L B BOWEN AND BERTHA BOWEN PERMANENT CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,019, expenses of $24,760 and total assets of $306,080 at year end.

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