Nonprofit · EIN 02-6004319
TRUST UW ELIZA BIXBY
Tax-exempt · CONCORD, NH 03301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $11,856 | $21,914 | -$10,058 | $169,228 | $0 | $169,228 |
| October 31, 2024 | 990-PF | $28,367 | $22,173 | $6,194 | $179,286 | $0 | $179,286 |
| October 31, 2023 | 990-PF | $21,865 | $34,800 | -$12,935 | $173,092 | $0 | $173,092 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $11,846
- Interest
- $10
Expenses
- Grants and similar amounts paid
- $17,584
- Compensation of officers, directors and key employees
- $2,276
- Disbursements for charitable purposes
- $21,170
- Excise tax on investment income
- $160
Balance sheet and other
- Total assets, start of year
- $179,286
- Total assets, end of year
- $169,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $169,228
- Fair market value of assets
- $495,640
- Qualifying distributions
- $21,170
- Net investment income
- $11,856
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY J ZELLERS PO BOX 600, CONCORD, NH 033020600 | TRUSTEE | 0 | $2,276 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY J ZELLERS PO BOX 600, CONCORD, NH 033020600 | TRUSTEE | 0 | $2,172 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY J ZELLERS PO BOX 600, CONCORD, NH 033020600 | TRUSTEE | 0 | $2,060 |
Address and contacts
- Address (IRS master file)
- 2 S STATE STREET, CONCORD, NH 03301-3734
- In care of
- % ANNIS & ZELLERS PLLC
- Signed the 990-PF
- JEFFREY J ZELLERS, TRUSTEE
- Phone
- (603) 224-5800
- Return prepared by
- CAREW & WELLS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 02-6004319
- 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
- 1972
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $169,228
- Income (IRS master file)
- $11,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $11,856 | $21,914 | $169,228 | XML |
| 990-PF | October 2024 | $28,367 | $22,173 | $179,286 | XML |
| 990-PF | October 2023 | $21,865 | $34,800 | $173,092 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 02-6004319).
Questions about TRUST UW ELIZA BIXBY
- What is the EIN of TRUST UW ELIZA BIXBY?
- The employer identification number (EIN) of TRUST UW ELIZA BIXBY is 02-6004319.
- Is TRUST UW ELIZA BIXBY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to TRUST UW ELIZA BIXBY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW ELIZA BIXBY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW ELIZA BIXBY due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST UW ELIZA BIXBY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of TRUST UW ELIZA BIXBY?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,276 (JEFFREY J ZELLERS, TRUSTEE).
- How much revenue does TRUST UW ELIZA BIXBY have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $11,856, expenses of $21,914 and total assets of $169,228 at year end.
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