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Nonprofit · EIN 22-6652480

ALICE J REEN CHARITABLE TRUST

Tax-exempt · CONCORD, NH 03301

Financials

$109K$101K2023$186K$106K2024$162K$114K2025
Revenue Expenses · by fiscal year end
Financials of ALICE J REEN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$161,687$113,537$48,150$1,343,942$0$1,343,942
December 31, 2024990-PF$186,381$106,071$80,310$1,295,547$0$1,295,547
December 31, 2023990-PF$109,309$100,880$8,429$1,215,200$0$1,215,200
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$47,084
Interest
$2,959
Net gain from sales of assets
$111,644

Expenses

Grants and similar amounts paid
$89,500
Compensation of officers, directors and key employees
$19,474
Disbursements for charitable purposes
$98,600
Excise tax on investment income
$2,089

Balance sheet and other

Total assets, start of year
$1,295,547
Total assets, end of year
$1,343,942
Total liabilities, end of year
$0
Net assets, end of year
$1,343,942
Fair market value of assets
$1,864,504
Qualifying distributions
$98,600
Net investment income
$161,687

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
CO-TRUSTEE0$13,474
DONALD F MASON
3 RED PINE DRIVE, BOW, NH 03304
CO-TRUSTEE0$6,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN STREET, CONCORD, NH 03301
CO-TRUSTEE0$13,282
DONALD F MASON
3 RED PINE DRIVE, BOW, NH 03304
CO-TRUSTEE0$6,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BAR HARBOR WEALTH MANAGEMENT
90 NORTH MAIN STREET, CONCORD, NH 03301
CO-TRUSTEE0$12,299
DONALD F MASON
3 RED PINE DRIVE, BOW, NH 03304
CO-TRUSTEE0$6,000

Address and contacts

Address (IRS master file)
90 N MAIN ST, CONCORD, NH 03301-4915
In care of
% CHARTER TRUST CO
Signed the 990-PF
BAR HARBOR WEALTH MANAGEMENT, CO-TRUSTEE
Phone
(603) 224-1350
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 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
22-6652480
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P60Z)
Assets (IRS master file)
$1,343,942
Income (IRS master file)
$352,087

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$161,687$113,537$1,343,942IRS
990-PFDecember 2024$186,381$106,071$1,295,547XML
990-PFDecember 2023$109,309$100,880$1,215,200XML
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 22-6652480).

Questions about ALICE J REEN CHARITABLE TRUST

What is the EIN of ALICE J REEN CHARITABLE TRUST?
The employer identification number (EIN) of ALICE J REEN CHARITABLE TRUST is 22-6652480.
Is ALICE J REEN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to ALICE J REEN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE J REEN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE J REEN 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 ALICE J REEN 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 ALICE J REEN CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $13,474 (BAR HARBOR WEALTH MANAGEMENT, CO-TRUSTEE).
How much revenue does ALICE J REEN CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $161,687, expenses of $113,537 and total assets of $1,343,942 at year end.

Other nonprofits in CONCORD

All nonprofits in CONCORD · New Hampshire · Human services