Nonprofit · EIN 83-6549427
THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O
Tax-exempt · PORTLAND, ME 04101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $60,641 | $29,704 | $30,937 | $459,834 | $0 | $459,834 |
| June 30, 2024 | 990-PF | $19,893 | $29,046 | -$9,153 | $428,897 | $0 | $428,897 |
| June 30, 2022 | 990-PF | $23,954 | $29,849 | -$5,895 | $450,169 | $0 | $450,169 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $10,105
- Interest
- $2,309
- Net gain from sales of assets
- $48,227
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $7,482
- Disbursements for charitable purposes
- $25,271
- Excise tax on investment income
- $785
Balance sheet and other
- Total assets, start of year
- $428,897
- Total assets, end of year
- $459,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $459,834
- Fair market value of assets
- $614,827
- Qualifying distributions
- $25,271
- Net investment income
- $60,641
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SPINNAKER TRUST 123 FREE STREET, PORTLAND, ME 04101 | TRUSTEE | 1 | $7,482 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SPINNAKER TRUST 123 FREE STREET, PORTLAND, ME 04101 | TRUSTEE | 1 | $7,049 |
990-PF for the year ended June 30, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SPINNAKER TRUST 123 FREE STREET, PORTLAND, ME 04101 | TRUSTEE | 1 | $7,840 |
Address and contacts
- Address (IRS master file)
- CO SPINNAKER TRUST 123 FREE STREET, PORTLAND, ME 04101-0000
- In care of
- % SPINNAKER TRUST
- Signed the 990-PF
- SPINNAKER TRUST, TRUSTEE
- Phone
- (207) 553-7160
- Return prepared by
- ALBIN RANDALL & BENNETT
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-6549427
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $459,834
- Income (IRS master file)
- $256,296
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $60,641 | $29,704 | $459,834 | XML |
| 990-PF | June 2024 | $19,893 | $29,046 | $428,897 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | $23,954 | $29,849 | $450,169 | XML |
| 990-PF | June 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 83-6549427).
Questions about THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O
- What is the EIN of THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O?
- The employer identification number (EIN) of THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O is 83-6549427.
- Is THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O 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 THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,482 (SPINNAKER TRUST, TRUSTEE).
- How much revenue does THE DAVID AND LINDA@PENCE CHARITABLE TRUST FBO THE VILLAGE O have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $60,641, expenses of $29,704 and total assets of $459,834 at year end.
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All nonprofits in PORTLAND · Maine · Philanthropy, voluntarism and grantmaking foundations