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Nonprofit · EIN 02-6037729

HENRY F HURLBURT III CHARITABLE TRUST

Tax-exempt · OSSIPEE, NH 03864

Financials

$30K$53K2023$360K$55K2024$138K$52K2025
Revenue Expenses · by fiscal year end
Financials of HENRY F HURLBURT III CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$138,473$51,600$86,873$735,176$0$735,176
December 31, 2024990-PF$359,867$54,659$305,208$653,328$0$653,328
December 31, 2023990-PF$30,196$53,375-$23,179$348,540$0$348,540
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$42,956
Interest
$26
Net gain from sales of assets
$95,491

Expenses

Grants and similar amounts paid
$36,500
Compensation of officers, directors and key employees
$600
Disbursements for charitable purposes
$36,500
Excise tax on investment income
$1,925

Balance sheet and other

Total assets, start of year
$653,328
Total assets, end of year
$735,176
Total liabilities, end of year
$0
Net assets, end of year
$735,176
Fair market value of assets
$988,491
Qualifying distributions
$36,500
Net investment income
$138,473

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
DEBRA GOLDER
15 VARNEY ROAD, WOLFEBORO, NH 03894
TRUSTEE1$200
RICHARD D SAGER
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRUSTEE1$200
WILLIAM ALBEE
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRSUTEE1$200
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DEBRA GOLDER
15 VARNEY ROAD, WOLFEBORO, NH 03894
TRUSTEE1$200
RICHARD D SAGER
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRUSTEE1$200
WILLIAM ALBEE
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRSUTEE1$200
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DEBRA GOLDER
15 VARNEY ROAD, WOLFEBORO, NH 03894
TRUSTEE1$200
RICHARD D SAGER
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRUSTEE1$200
WILLIAM ALBEE
5 COURTHOUSE SQUARE, OSSIPEE, NH 03864
TRSUTEE1$200

Address and contacts

Address (IRS master file)
PO BOX 385, OSSIPEE, NH 03864-0385
In care of
% RICHARD SAGER
Signed the 990-PF
RICHARD SAGER, TRUSTEE
Phone
(603) 539-8188
Return prepared by
LEONE MCDONNELL & ROBERTS PA

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
02-6037729
Exempt since
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$735,176
Income (IRS master file)
$399,075

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$138,473$51,600$735,176IRS
990-PFDecember 2024$359,867$54,659$653,328XML
990-PFDecember 2023$30,196$53,375$348,540XML
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 02-6037729).

Questions about HENRY F HURLBURT III CHARITABLE TRUST

What is the EIN of HENRY F HURLBURT III CHARITABLE TRUST?
The employer identification number (EIN) of HENRY F HURLBURT III CHARITABLE TRUST is 02-6037729.
Is HENRY F HURLBURT III CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1976.
Which annual return does HENRY F HURLBURT III CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY F HURLBURT III CHARITABLE 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 HENRY F HURLBURT III CHARITABLE 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 HENRY F HURLBURT III CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $200 (DEBRA GOLDER, TRUSTEE).
How much revenue does HENRY F HURLBURT III CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $138,473, expenses of $51,600 and total assets of $735,176 at year end.

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