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Nonprofit · EIN 04-6263625

ALLEN T WATSON TUI

Also known as NAUMKEAG TRUST CO

Tax-exempt · BOSTON, MA 02110

Financials

$125K$112K2023$85K$99K2024$137K$102K2025
Revenue Expenses · by fiscal year end
Financials of ALLEN T WATSON TUI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$136,556$102,486$34,070$1,325,394$0$1,325,394
December 31, 2024990-PF$85,458$99,392-$13,934$1,291,922$0$1,291,922
December 31, 2023990-PF$125,047$112,211$12,836$1,323,550$0$1,323,550
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$40,713
Net gain from sales of assets
$95,843

Expenses

Grants and similar amounts paid
$80,200
Compensation of officers, directors and key employees
$4,390
Disbursements for charitable purposes
$82,645
Excise tax on investment income
$1,743

Balance sheet and other

Total assets, start of year
$1,291,922
Total assets, end of year
$1,325,394
Total liabilities, end of year
$0
Net assets, end of year
$1,325,394
Fair market value of assets
$1,851,753
Qualifying distributions
$82,645
Net investment income
$136,556

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
EASTERN BANK
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02210
TRUSTEE2$4,390
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
EASTERN BANK
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02210
TRUSTEE2$3,986
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
EASTERN BANK
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02210
TRUSTEE2$3,749

Address and contacts

Address (IRS master file)
125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
In care of
% EASTERN WEALTH MANAGEMENT
Signed the 990-PF
EASTERN BANK, Executive VP
Phone
(617) 891-1124
Return prepared by
ERNST & YOUNG US 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
04-6263625
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,325,394
Income (IRS master file)
$1,051,427

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$136,556$102,486$1,325,394IRS
990-PFDecember 2024$85,458$99,392$1,291,922IRS
990-PFDecember 2023$125,047$112,211$1,323,550XML
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 04-6263625).

Questions about ALLEN T WATSON TUI

What is the EIN of ALLEN T WATSON TUI?
The employer identification number (EIN) of ALLEN T WATSON TUI is 04-6263625.
Is ALLEN T WATSON TUI tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ALLEN T WATSON TUI file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLEN T WATSON TUI 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 ALLEN T WATSON TUI 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 ALLEN T WATSON TUI?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,390 (EASTERN BANK, TRUSTEE).
How much revenue does ALLEN T WATSON TUI have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $136,556, expenses of $102,486 and total assets of $1,325,394 at year end.

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