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Nonprofit · EIN 06-6044834

EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND

Tax-exempt · NEWTOWN, CT 06470

Financials

$90K$35K2023$41K$55K2024$56K$56K2025
Revenue Expenses · by fiscal year end
Financials of EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$56,004$55,715$289$417,832$3$417,829
December 31, 2024990-PF$40,748$55,229-$14,481$417,543$3$417,540
December 31, 2023990-PF$90,287$34,933$55,354$432,023$2$432,021
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,276
Interest
$671
Net gain from sales of assets
$38,057

Expenses

Grants and similar amounts paid
$19,680
Compensation of officers, directors and key employees
$900
Disbursements for charitable purposes
$23,422
Excise tax on investment income
$410

Balance sheet and other

Total assets, start of year
$417,543
Total assets, end of year
$417,832
Total liabilities, end of year
$3
Net assets, end of year
$417,829
Fair market value of assets
$561,922
Qualifying distributions
$23,422
Net investment income
$56,004

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
DANIEL MECOZZI
P O BOX 351, GEORGETOWN, CT 06829
CO-TRUSTEE0$300
JOSEPH A NAZZARO
P O BOX 307, GEORGETOWN, CT 06829
CO-TRUSTEE0$300
LEE JOHNSON
75 GEORGETOWN ROAD, WESTON, CT 06833
CO-TRUSTEE0$300
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DAN MECOZZI
P O BOX 351, GEORGETOWN, CT 06829
CO-TRUSTEE2$300
JOSEPH A NAZZARO
P O BOX 307, GEORGETOWN, CT 06829
CO-TRUSTEE2$300
LEE E JOHNSON
75 GEORGETOWN ROAD, WESTON, CT 06833
CO-TRUSTEE2$300
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAN MECOZZI
P O BOX 351, GEORGETOWN, CT 06829
CO-TRUSTEE2$300
JOSEPH A NAZZARO
P O BOX 307, GEORGETOWN, CT 06829
CO-TRUSTEE2$300
LEE E JOHNSON
75 GEORGETOWN ROAD, WESTON, CT 06833
CO-TRUSTEE2$300

Address and contacts

Address (IRS master file)
19 CHURCH HILL RD STE 2, NEWTOWN, CT 06470-1651
In care of
% UNION TRUST CO
Signed the 990-PF
LEE JOHNSON, CO-TRUSTEE
Phone
(203) 426-9282
Return prepared by
BLISS ALLRED & CO 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 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
06-6044834
Exempt since
1979
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$417,832
Income (IRS master file)
$209,153

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$56,004$55,715$417,832XML
990-PFDecember 2024$40,748$55,229$417,543XML
990-PFDecember 2023$90,287$34,933$432,023XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 06-6044834).

Questions about EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND

What is the EIN of EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND?
The employer identification number (EIN) of EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND is 06-6044834.
Is EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt since 1979.
Which annual return does EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND 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 EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND 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 EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $300 (DANIEL MECOZZI, CO-TRUSTEE).
How much revenue does EDWIN GILBERT TRUST UW FBO GEORGETOWN SCHOOL FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,004, expenses of $55,715 and total assets of $417,832 at year end.

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