Skip to main content

Nonprofit · EIN 01-6138763

GLADYS F ONEIL CHARITABLE TR

Tax-exempt · CONCORD, NH 03301

Financials

$169K$163K2023$279K$159K2024$311K$165K2025
Revenue Expenses · by fiscal year end
Financials of GLADYS F ONEIL CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$311,488$164,726$146,762$2,673,360$0$2,673,360
December 31, 2024990-PF$279,207$158,598$120,609$2,591,206$0$2,591,206
December 31, 2023990-PF$169,208$162,928$6,280$2,471,201$0$2,471,201
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,874
Net gain from sales of assets
$225,006
Other income
$1,608

Expenses

Grants and similar amounts paid
$139,400
Compensation of officers, directors and key employees
$23,100
Disbursements for charitable purposes
$151,525

Balance sheet and other

Total assets, start of year
$2,591,206
Total assets, end of year
$2,673,360
Total liabilities, end of year
$0
Net assets, end of year
$2,673,360
Fair market value of assets
$3,122,786
Qualifying distributions
$151,525
Net investment income
$309,880

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
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN STREET, CONCORD, NH 03301
TRUSTEE1$23,100
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN STREET, CONCORD, NH 03301
TRUSTEE1$22,845
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN STREET, CONCORD, NH 03301
TRUSTEE1$21,635

Address and contacts

Address (IRS master file)
90 N MAIN ST, CONCORD, NH 03301-4915
In care of
% BAR HARBOR WEALTH MANAGEMENT TTEE
Signed the 990-PF
JASON EDGAR, PRESIDENT
Phone
(603) 224-1350
Return prepared by
ERNST & YOUNG US 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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
01-6138763
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,673,360
Income (IRS master file)
$1,462,233

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$311,488$164,726$2,673,360IRS
990-PFDecember 2024$279,207$158,598$2,591,206IRS
990-PFDecember 2023$169,208$162,928$2,471,201XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 01-6138763).

Questions about GLADYS F ONEIL CHARITABLE TR

What is the EIN of GLADYS F ONEIL CHARITABLE TR?
The employer identification number (EIN) of GLADYS F ONEIL CHARITABLE TR is 01-6138763.
Is GLADYS F ONEIL CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does GLADYS F ONEIL CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GLADYS F ONEIL CHARITABLE TR 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 GLADYS F ONEIL CHARITABLE TR 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 GLADYS F ONEIL CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,100 (BAR HARBOR WEALTH MANAGEMENT, TRUSTEE).
How much revenue does GLADYS F ONEIL CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $311,488, expenses of $164,726 and total assets of $2,673,360 at year end.

Other nonprofits in CONCORD

All nonprofits in CONCORD · New Hampshire