Nonprofit · EIN 06-6199399
JAMES BURNS TRUST
Also known as WEBSTER TRUST CO NA
Tax-exempt · WATERBURY, CT 06702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,071 | $107,710 | -$46,639 | $373,965 | $0 | $373,965 |
| December 31, 2024 | 990-PF | $75,032 | $99,190 | -$24,158 | $420,717 | $0 | $420,717 |
| December 31, 2023 | 990-PF | $47,760 | $69,078 | -$21,318 | $445,482 | $0 | $445,482 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,293
- Net gain from sales of assets
- $43,778
Expenses
- Grants and similar amounts paid
- $77,500
- Compensation of officers, directors and key employees
- $9,425
- Disbursements for charitable purposes
- $80,231
Balance sheet and other
- Total assets, start of year
- $420,717
- Total assets, end of year
- $373,965
- Total liabilities, end of year
- $0
- Net assets, end of year
- $373,965
- Fair market value of assets
- $760,892
- Qualifying distributions
- $80,231
- Net investment income
- $61,051
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREEET, WATERBURY, CT 06702 | TRUSTEE | 1 | $9,425 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREEET, WATERBURY, CT 06702 | TRUSTEE | 1 | $9,668 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREEET, WATERBURY, CT 06702 | TRUSTEE | 1 | $8,896 |
Address and contacts
- Address (IRS master file)
- 123 BANK ST, WATERBURY, CT 06702-2205
- Signed the 990-PF
- CARRIE CHACE WEBSTER BANK N A, VICE PRESIDENT
- Phone
- (203) 578-2448
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6199399
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $373,965
- Income (IRS master file)
- $125,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,071 | $107,710 | $373,965 | IRS |
| 990-PF | December 2024 | $75,032 | $99,190 | $420,717 | IRS |
| 990-PF | December 2023 | $47,760 | $69,078 | $445,482 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 06-6199399).
Questions about JAMES BURNS TRUST
- What is the EIN of JAMES BURNS TRUST?
- The employer identification number (EIN) of JAMES BURNS TRUST is 06-6199399.
- Is JAMES BURNS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES BURNS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES BURNS 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 JAMES BURNS 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 JAMES BURNS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,425 (WEBSTER BANK, TRUSTEE).
- How much revenue does JAMES BURNS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,071, expenses of $107,710 and total assets of $373,965 at year end.
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