Nonprofit · EIN 27-6786133
GEORGE W OTRIN JR INCENTIVE AWARD FUND
Tax-exempt · ESSEX, CT 06426
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,290 | $23,678 | -$1,388 | $366,989 | $0 | $366,989 |
| December 31, 2024 | 990-PF | $22,750 | $21,103 | $1,647 | $368,377 | $0 | $368,377 |
| December 31, 2023 | 990-PF | $17,041 | $15,272 | $1,769 | $366,955 | $0 | $366,955 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,999
- Net gain from sales of assets
- $4,291
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $16,983
- Excise tax on investment income
- $205
Balance sheet and other
- Total assets, start of year
- $368,377
- Total assets, end of year
- $366,989
- Total liabilities, end of year
- $0
- Net assets, end of year
- $366,989
- Fair market value of assets
- $346,502
- Qualifying distributions
- $16,983
- Net investment income
- $21,137
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 |
|---|---|---|---|
| ESSEX BANK 176 WESTBROOK ROAD STE 1, ESSEX, CT 06426 | TRUSTEE | 2 | $4,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ESSEX SAVINGS BANK 176 WESTBROOK ROAD STE 1, ESSEX, CT 06426 | TRUSTEE | 2 | $2,612 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ESSEX SAVINGS BANK 176 WESTBROOK ROAD STE 1, ESSEX, CT 06426 | TRUSTEE | 2 | $1,225 |
Address and contacts
- Address (IRS master file)
- 176 WESTBROOK ROAD STE 1, ESSEX, CT 06426-1511
- In care of
- % ESSEX SAVINGS BANK
- Signed the 990-PF
- MOIRA MARTIN, TRUSTEE
- Phone
- (860) 767-4416
- Return prepared by
- DELOITTE TAX 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 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
- 27-6786133
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $366,989
- Income (IRS master file)
- $22,290
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,290 | $23,678 | $366,989 | IRS |
| 990-PF | December 2024 | $22,750 | $21,103 | $368,377 | IRS |
| 990-PF | December 2023 | $17,041 | $15,272 | $366,955 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-6786133).
Questions about GEORGE W OTRIN JR INCENTIVE AWARD FUND
- What is the EIN of GEORGE W OTRIN JR INCENTIVE AWARD FUND?
- The employer identification number (EIN) of GEORGE W OTRIN JR INCENTIVE AWARD FUND is 27-6786133.
- Is GEORGE W OTRIN JR INCENTIVE AWARD FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to GEORGE W OTRIN JR INCENTIVE AWARD FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE W OTRIN JR INCENTIVE AWARD FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE W OTRIN JR INCENTIVE AWARD FUND 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 GEORGE W OTRIN JR INCENTIVE AWARD FUND 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 GEORGE W OTRIN JR INCENTIVE AWARD FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,000 (ESSEX BANK, TRUSTEE).
- How much revenue does GEORGE W OTRIN JR INCENTIVE AWARD FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,290, expenses of $23,678 and total assets of $366,989 at year end.
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