Nonprofit · EIN 01-6094206
ANNA M SEVERIN TRUST
Tax-exempt · BATH, ME 04530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,558 | $24,148 | $2,410 | $257,875 | $0 | $257,875 |
| December 31, 2024 | 990-PF | $19,492 | $22,631 | -$3,139 | $255,465 | $0 | $255,465 |
| December 31, 2023 | 990-PF | $17,113 | $20,485 | -$3,372 | $258,604 | $0 | $258,604 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,876
- Interest
- $3,722
- Net gain from sales of assets
- $16,960
Expenses
- Grants and similar amounts paid
- $18,798
- Compensation of officers, directors and key employees
- $4,253
- Disbursements for charitable purposes
- $20,123
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $255,465
- Total assets, end of year
- $257,875
- Total liabilities, end of year
- $0
- Net assets, end of year
- $257,875
- Fair market value of assets
- $422,859
- Qualifying distributions
- $20,123
- Net investment income
- $26,558
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BATH SAVINGS TRUST COMPANY 105 FRONT STREET, BATH, ME 04530 | TRUSTEE | 1 | $4,253 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BATH SAVINGS TRUST COMPANY 105 FRONT STREET, BATH, ME 04530 | TRUSTEE | 1 | $4,200 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BATH SAVINGS TRUST COMPANY 105 FRONT STREET, BATH, ME 04530 | TRUSTEE | 1 | $3,845 |
Address and contacts
- Address (IRS master file)
- 105 FRONT ST, BATH, ME 04530-2608
- In care of
- % BATH SAVINGS TRUST CO
- Signed the 990-PF
- DAVID GERBER, TRUSTEE
- Phone
- (207) 443-6296
- Return prepared by
- WILLIAM T RACINE CPA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6094206
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $257,875
- Income (IRS master file)
- $72,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,558 | $24,148 | $257,875 | IRS |
| 990-PF | December 2024 | $19,492 | $22,631 | $255,465 | IRS |
| 990-PF | December 2023 | $17,113 | $20,485 | $258,604 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 01-6094206).
Questions about ANNA M SEVERIN TRUST
- What is the EIN of ANNA M SEVERIN TRUST?
- The employer identification number (EIN) of ANNA M SEVERIN TRUST is 01-6094206.
- Is ANNA M SEVERIN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ANNA M SEVERIN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA M SEVERIN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA M SEVERIN TRUST 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 ANNA M SEVERIN TRUST 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 ANNA M SEVERIN TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,253 (BATH SAVINGS TRUST COMPANY, TRUSTEE).
- How much revenue does ANNA M SEVERIN TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,558, expenses of $24,148 and total assets of $257,875 at year end.
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