Nonprofit · EIN 20-7257287
HERB & ELLIE BAILEY CHARITABLE TR
Tax-exempt · BANGOR, ME 04402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $66,419 | $132,339 | -$65,920 | $1,714,379 | $0 | $1,714,379 |
| December 31, 2024 | 990-PF | $119,649 | $127,464 | -$7,815 | $1,779,002 | $0 | $1,779,002 |
| December 31, 2023 | 990-PF | $55,946 | $112,945 | -$56,999 | $1,787,230 | $0 | $1,787,230 |
| December 31, 2020 | 990-PF | $184,997 | $166,035 | $18,962 | $1,813,893 | $0 | $1,813,893 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $58,710
- Net gain from sales of assets
- $7,709
Expenses
- Grants and similar amounts paid
- $100,016
- Compensation of officers, directors and key employees
- $12,326
- Disbursements for charitable purposes
- $108,248
- Excise tax on investment income
- $646
Balance sheet and other
- Total assets, start of year
- $1,779,002
- Total assets, end of year
- $1,714,379
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,714,379
- Fair market value of assets
- $2,810,456
- Qualifying distributions
- $108,248
- Net investment income
- $66,419
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 |
|---|---|---|---|
| BANGOR SAVINGS BANK PO BOX 656, BANGOR, ME 044029934 | TRUSTEE | 1 | $12,326 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVINGS BANK PO BOX 656, BANGOR, ME 044029934 | TRUSTEE | 1 | $12,122 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVINGS BANK PO BOX 656, BANGOR, ME 044029934 | TRUSTEE | 1 | $11,525 |
990-PF for the year ended December 31, 2020: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANGOR SAVINGS BANK PO BOX 930, BANGOR, ME 04402 | TRUSTEE | 1 | $11,292 |
Address and contacts
- Address (IRS master file)
- PO BOX 656, BANGOR, ME 04402-0656
- Signed the 990-PF
- MICHAEL ADAMS, VP
- Phone
- (207) 942-5211
- 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
- 20-7257287
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,714,379
- Income (IRS master file)
- $522,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $66,419 | $132,339 | $1,714,379 | IRS |
| 990-PF | December 2024 | $119,649 | $127,464 | $1,779,002 | IRS |
| 990-PF | December 2023 | $55,946 | $112,945 | $1,787,230 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | $184,997 | $166,035 | $1,813,893 | XML |
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 20-7257287).
Questions about HERB & ELLIE BAILEY CHARITABLE TR
- What is the EIN of HERB & ELLIE BAILEY CHARITABLE TR?
- The employer identification number (EIN) of HERB & ELLIE BAILEY CHARITABLE TR is 20-7257287.
- Is HERB & ELLIE BAILEY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to HERB & ELLIE BAILEY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HERB & ELLIE BAILEY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERB & ELLIE BAILEY CHARITABLE TR 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 HERB & ELLIE BAILEY CHARITABLE TR 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 HERB & ELLIE BAILEY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,326 (BANGOR SAVINGS BANK, TRUSTEE).
- How much revenue does HERB & ELLIE BAILEY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,419, expenses of $132,339 and total assets of $1,714,379 at year end.
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