Nonprofit · EIN 33-6325735
KATHARINE A HEBERTON CHARITABLE TR
Also known as ROWLEY GLEN AND TD BANK NA TTEE
Tax-exempt · MANCHESTER, NH 03101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $308,655 | $168,097 | $140,558 | $1,994,394 | $0 | $1,994,394 |
| April 30, 2025 | 990-PF | $182,583 | $133,143 | $49,440 | $1,855,017 | $0 | $1,855,017 |
| April 30, 2024 | 990-PF | $116,237 | $126,306 | -$10,069 | $1,804,569 | $0 | $1,804,569 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $64,974
- Net gain from sales of assets
- $243,681
Expenses
- Grants and similar amounts paid
- $130,576
- Compensation of officers, directors and key employees
- $33,328
- Disbursements for charitable purposes
- $130,576
- Excise tax on investment income
- $3,810
Balance sheet and other
- Total assets, start of year
- $1,855,017
- Total assets, end of year
- $1,994,394
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,994,394
- Fair market value of assets
- $2,307,953
- Qualifying distributions
- $130,576
- Net investment income
- $308,655
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank 300 Franklin Street, Manchester, NH 03101 | Trustee | 1 | $33,328 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank 300 Franklin Street, Manchester, NH 03101 | Trustee | 1 | $32,075 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TD Bank 300 Franklin Street, Manchester, NH 03101 | Trustee | 1 | $30,366 |
Address and contacts
- Address (IRS master file)
- 300 FRANKLIN ST, MANCHESTER, NH 03101-2318
- In care of
- % TD BANK NA FIDUCIARY TAX DEPARTME
- Signed the 990-PF
- TRICIA J SMITH, TD Bank Trustee
- Phone
- (877) 773-1229
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 33-6325735
- 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
- 2003
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,994,394
- Income (IRS master file)
- $1,202,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $308,655 | $168,097 | $1,994,394 | XML |
| 990-PF | April 2025 | $182,583 | $133,143 | $1,855,017 | XML |
| 990-PF | April 2024 | $116,237 | $126,306 | $1,804,569 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 33-6325735).
Questions about KATHARINE A HEBERTON CHARITABLE TR
- What is the EIN of KATHARINE A HEBERTON CHARITABLE TR?
- The employer identification number (EIN) of KATHARINE A HEBERTON CHARITABLE TR is 33-6325735.
- Is KATHARINE A HEBERTON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to KATHARINE A HEBERTON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHARINE A HEBERTON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHARINE A HEBERTON CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHARINE A HEBERTON CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of KATHARINE A HEBERTON CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $33,328 (TD Bank, Trustee).
- How much revenue does KATHARINE A HEBERTON CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $308,655, expenses of $168,097 and total assets of $1,994,394 at year end.
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