Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 06-6216205

MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND

Tax-exempt · TOLLAND, CT 06084

Financials

$5K$10K2023$5K$10K2024$26K$113K2025
Revenue Expenses · by fiscal year end
Financials of MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$26,298$113,039-$86,741$166,900$0$166,900
February 28, 2025990-PF$5,427$10,126-$4,699$253,641$0$253,641
February 29, 2024990-PF$5,341$9,937-$4,596$169,756$0$169,756
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$5,606
Net gain from sales of assets
$20,692

Expenses

Grants and similar amounts paid
$113,039
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$113,039
Excise tax on investment income
$366

Balance sheet and other

Total assets, start of year
$253,641
Total assets, end of year
$166,900
Total liabilities, end of year
$0
Net assets, end of year
$166,900
Fair market value of assets
$209,173
Qualifying distributions
$113,039
Net investment income
$26,298

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
Rebecca Vicki
45 Tolland Green Tolland CT 06084, TOLLAND, CT 06084
Finance Team Chairperson1$0
990-PF for the year ended February 28, 2025: 2 people
NameTitleHours / weekCompensation
CHRIS LEWIS
30 Cortland Dr, Tolland, CT 06084
Trustee Nominal0$0
CHRISTINE HUTTON
160 Windermere Ave Apt 5606, Ellington, CT 06029
Trustee Nominal0$0
990-PF for the year ended February 29, 2024: 3 people
NameTitleHours / weekCompensation
CHRIS LEWIS
30 Cortland Dr, Tolland, CT 06084
Trustee Nominal0$0
DOUGLAS MOORE
56 Cervens Road, Tolland, CT 06084
Trustee Nominal0$0
LOIS PABST
303 Weingold Road, Tolland, CT 06084
Trustee Nominal0$0

Address and contacts

Address (IRS master file)
45 TOLLAND GRN, TOLLAND, CT 06084-3019
In care of
% CHRISTINE HUTTON
Signed the 990-PF
Rebecca Vicki, Finance Chair
Phone
(860) 875-4160

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
06-6216205
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
1978
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$166,900
Income (IRS master file)
$118,646

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$26,298$113,039$166,900XML
990-PFFebruary 2025$5,427$10,126$253,641XML
990-PFFebruary 2024$5,341$9,937$169,756XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 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 06-6216205).

Questions about MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND

What is the EIN of MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND?
The employer identification number (EIN) of MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND is 06-6216205.
Is MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND?
The 990-PF for the year ended February 28, 2026 lists 1 person; 0 received compensation from the organization.
How much revenue does MARJORIE J BALDWIN ESTATE TR AKA MARY JEWELL BALDWIN FUND have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $26,298, expenses of $113,039 and total assets of $166,900 at year end.

Other nonprofits in TOLLAND

All nonprofits in TOLLAND · Connecticut