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Nonprofit · EIN 27-6149861

HODGKINS MEMORIAL TR FUND

Tax-exempt · CONCORD, NH 03301

Financials

$9K$11K2023$13K$10K2024$16K$12K2025
Revenue Expenses · by fiscal year end
Financials of HODGKINS MEMORIAL TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,849$12,417$3,432$169,212$0$169,212
December 31, 2024990-PF$12,922$10,218$2,704$165,895$0$165,895
December 31, 2023990-PF$9,458$10,780-$1,322$163,280$0$163,280
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,043
Net gain from sales of assets
$9,806

Expenses

Grants and similar amounts paid
$9,300
Compensation of officers, directors and key employees
$2,216
Disbursements for charitable purposes
$10,983
Excise tax on investment income
$204

Balance sheet and other

Total assets, start of year
$165,895
Total assets, end of year
$169,212
Total liabilities, end of year
$0
Net assets, end of year
$169,212
Fair market value of assets
$240,704
Qualifying distributions
$10,983
Net investment income
$15,849

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
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN ST, CONCORD, NH 03301
TRUSTEE1$2,216
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN ST, CONCORD, NH 03301
TRUSTEE1$2,075
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN ST, CONCORD, NH 03301
TRUSTEE1$2,001

Address and contacts

Address (IRS master file)
90 N MAIN ST, CONCORD, NH 03301-4915
In care of
% BAR HARBOR TRUST SERVICES
Signed the 990-PF
JASON EDGAR, PRESIDENT
Phone
(603) 224-1350
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
27-6149861
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$169,212
Income (IRS master file)
$24,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,849$12,417$169,212IRS
990-PFDecember 2024$12,922$10,218$165,895IRS
990-PFDecember 2023$9,458$10,780$163,280XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 27-6149861).

Questions about HODGKINS MEMORIAL TR FUND

What is the EIN of HODGKINS MEMORIAL TR FUND?
The employer identification number (EIN) of HODGKINS MEMORIAL TR FUND is 27-6149861.
Is HODGKINS MEMORIAL TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to HODGKINS MEMORIAL TR FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HODGKINS MEMORIAL TR FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HODGKINS MEMORIAL TR 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 HODGKINS MEMORIAL TR 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 HODGKINS MEMORIAL TR FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,216 (BAR HARBOR WEALTH MANAGEMENT, TRUSTEE).
How much revenue does HODGKINS MEMORIAL TR FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,849, expenses of $12,417 and total assets of $169,212 at year end.

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