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Nonprofit · EIN 55-6164650

CHARLES D NELSON TR

Tax-exempt · ELLSWORTH, ME 04605

Financials

$451K$229K2023$488K$266K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES D NELSON TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$488,366$265,845$222,521$5,291,950$0$5,291,950
June 30, 2024990$450,557$229,234$221,323$5,069,429$0$5,069,429
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$488,366
Net gain from sales of assets
$292,332
Other revenue
$0

Expenses

Grants and similar amounts paid
$167,611
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,685
Occupancy
$17,071
Program services (functional)
$167,611
Management and general (functional)
$98,234

Balance sheet and other

Total assets, start of year
$5,069,429
Total assets, end of year
$5,291,950
Total liabilities, end of year
$0
Net assets, end of year
$5,291,950
Land, buildings and equipment
$78,040
Publicly traded securities
$4,744,301
Gross receipts
$1,664,406
Employees
0
Year formed
2003
State of legal domicile
ME

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAMDEN NATIONAL WEALTH MANAGEMENTTRUSTEE
Institutional trustee
–$0
990 for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
CAMDEN NATIONAL WEALTH MANAGEMENT CAMDEN NATIONAL WEALTH MANAGEMENTPOTRUSTEE
Institutional trustee
3$62,694

Address and contacts

Address (IRS master file)
PO BOX 807, ELLSWORTH, ME 04605-0807
In care of
% UNION TRUST COMPANY
Principal officer (990 for 2024)
CAMDEN NATIONAL WEALTH MANAGEMENT, PO BOX 807, ELLSWORTH, ME 04605
Signed the 990
CAMDEN NATIONAL WEALTH MANAGEMENT, TRUSTEE
Phone
(207) 667-2504
Return prepared by
HMV LLC

Mission

THE TRUST'S MISSION IS TO BENEFIT THE INHABITANTS OF THE TOWN OF JONESBORO BY REDUCING THEIR TAX BURDEN.

990 for the year ended June 30, 2025

Program accomplishments

  • SOLELY FOR THE PURPOSE OF BENEFITING THE INHABITANTS OF THE TOWN OF JONESBORO BY REDUCING THE TAX BURDEN OF THE TOWNSPEOPLE THROUGH DIRECT DISTRIBUTIONS TO THE TOWN OF JONESBORO.
    Expenses $167,611 · grants $167,611

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
55-6164650
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible
No
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,291,950
Income (IRS master file)
$1,664,406

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$488,366$265,845$5,291,950IRS
990June 2024$450,557$229,234$5,069,429XML
990June 2023$221,624$204,327$4,848,934IRS
990June 2022–––IRS
990June 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 55-6164650).

Questions about CHARLES D NELSON TR

What is the EIN of CHARLES D NELSON TR?
The employer identification number (EIN) of CHARLES D NELSON TR is 55-6164650.
Is CHARLES D NELSON TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to CHARLES D NELSON TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CHARLES D NELSON TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARLES D NELSON TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES D NELSON TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CHARLES D NELSON TR?
The 990 for the year ended June 30, 2025 names CAMDEN NATIONAL WEALTH MANAGEMENT.
Who are the officers and directors of CHARLES D NELSON TR?
The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does CHARLES D NELSON TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $488,366, expenses of $265,845 and total assets of $5,291,950 at year end.

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