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Nonprofit · EIN 41-6653569

ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE

Also known as COMMUNITY FINANCIAL SERVICES GROUP

Tax-exempt · NEWPORT, VT 05855

Financials

$100K$9332025
Revenue Expenses · by fiscal year end
Financials of ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$100,217$933$99,284$99,067$0$99,067
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Dividends
$217

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$33
Disbursements for charitable purposes
$373

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$99,067
Total liabilities, end of year
$0
Net assets, end of year
$99,067
Fair market value of assets
$99,067
Qualifying distributions
$373
Net investment income
$217

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
COMMUNITY FINANCIAL SERVICES GROUP
346 SHELBURNE ROAD SUITE 401, BURLINGTON, VT 05401
INSTITUTIONAL TRUSTEE1$33

Address and contacts

Address (IRS master file)
PO BOX 120, NEWPORT, VT 05855-0120
Signed the 990-PF
MICHELLE CHAREST, VICE PRESIDENT
Phone
(802) 859-9871
Return prepared by
DELOITTE TAX 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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
41-6653569
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$99,067
Income (IRS master file)
$100,217

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$100,217$933$99,067IRS

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 41-6653569).

Questions about ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE

What is the EIN of ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE?
The employer identification number (EIN) of ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE is 41-6653569.
Is ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE file?
Form 990-PF. Private foundations file every year.
When is the next return of ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE 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 ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE 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 ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33 (COMMUNITY FINANCIAL SERVICES GROUP, INSTITUTIONAL TRUSTEE).
How much revenue does ROLAND N ROY TESTAMENTARY TR FBO VI LLAGE OF DERBY LINE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,217, expenses of $933 and total assets of $99,067 at year end.

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