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Nonprofit · EIN 59-7268915

TUA KENNETH MILLS CHARITABLE TR

Tax-exempt · LITCHFIELD, CT 06759

Financials

$249K$162K2023$195K$175K2024$305K$192K2025
Revenue Expenses · by fiscal year end
Financials of TUA KENNETH MILLS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$305,447$192,224$113,223$2,658,736$0$2,658,736
February 28, 2025990-PF$194,677$175,231$19,446$2,545,640$0$2,545,640
February 29, 2024990-PF$248,944$161,894$87,050$2,526,129$0$2,526,129
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$77,764
Net gain from sales of assets
$227,683

Expenses

Grants and similar amounts paid
$167,071
Compensation of officers, directors and key employees
$20,017
Disbursements for charitable purposes
$172,075
Excise tax on investment income
$4,029

Balance sheet and other

Total assets, start of year
$2,545,640
Total assets, end of year
$2,658,736
Total liabilities, end of year
$0
Net assets, end of year
$2,658,736
Fair market value of assets
$3,643,358
Qualifying distributions
$172,075
Net investment income
$305,334

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
UNION SAVINGS BANK
PO Box 578, LITCHFIELD, CT 06759
TRUSTEE2$20,017
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
UNION SAVINGS BANK
PO Box 578, LITCHFIELD, CT 06759
TRUSTEE2$19,173
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
UNION SAVINGS BANK
PO Box 578, LITCHFIELD, CT 06759
TRUSTEE2$17,358

Address and contacts

Address (IRS master file)
PO BOX 578, LITCHFIELD, CT 06759-0578
In care of
% UNION SAVINGS BANK
Signed the 990-PF
KATHLEEN VANORMER, VICE PRESIDENT
Phone
(860) 567-6415
Return prepared by
ERNST & YOUNG U S 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
59-7268915
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
2008
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$2,658,736
Income (IRS master file)
$922,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$305,447$192,224$2,658,736XML
990-PFFebruary 2025$194,677$175,231$2,545,640XML
990-PFFebruary 2024$248,944$161,894$2,526,129XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 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 59-7268915).

Questions about TUA KENNETH MILLS CHARITABLE TR

What is the EIN of TUA KENNETH MILLS CHARITABLE TR?
The employer identification number (EIN) of TUA KENNETH MILLS CHARITABLE TR is 59-7268915.
Is TUA KENNETH MILLS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to TUA KENNETH MILLS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TUA KENNETH MILLS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of TUA KENNETH MILLS CHARITABLE TR due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TUA KENNETH MILLS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of TUA KENNETH MILLS CHARITABLE TR?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $20,017 (UNION SAVINGS BANK, TRUSTEE).
How much revenue does TUA KENNETH MILLS CHARITABLE TR have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $305,447, expenses of $192,224 and total assets of $2,658,736 at year end.

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