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Nonprofit · EIN 45-6540849

WILLIAM CARTER AND MARLYS BURDETT SCHLR TR

Tax-exempt · GLOUCESTER, MA 01930

Financials

$21K$29K2023$64K$73K2024$100K$54K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM CARTER AND MARLYS BURDETT SCHLR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$100,203$53,506$46,697$1,136,979$0$1,136,979
December 31, 2024990$63,978$72,610-$8,632$1,090,265$0$1,090,265
December 31, 2023990$20,860$28,976-$8,116$1,099,433$0$1,099,433
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$100,203
Net gain from sales of assets
$62,708
Other revenue
$0

Expenses

Grants and similar amounts paid
$42,630
Compensation of officers, directors and key employees
$9,469
Salaries, compensation and benefits (total)
$9,469
Professional fundraising fees
$0
Accounting fees
$900
Program services (functional)
$42,630
Management and general (functional)
$10,876

Balance sheet and other

Total assets, start of year
$1,090,265
Total assets, end of year
$1,136,979
Total liabilities, end of year
$0
Net assets, end of year
$1,136,979
Publicly traded securities
$1,071,971
Gross receipts
$323,009
Employees
0
Year formed
1994
State of legal domicile
MA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANKTRUSTEE
Institutional trustee
–$9,469
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANKTRUSTEE
Institutional trustee
1$7,533
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANKTRUSTEE
Institutional trustee
1$6,408

Address and contacts

Address (IRS master file)
109 MAIN ST, GLOUCESTER, MA 01930-5701
In care of
% CAPE ANN SAVINGS BANK TTEE
Signed the 990
CAPE ANN SAVINGS BANK, TRUSTEE
Phone
(978) 283-7079
Return prepared by
DELOITTE TAX LLP

Mission

TO PROVIDE A STREAM OF INCOME TO FUND SCHOLARSHIPS AND SUPPORT RELATED STUDIES AND/OR TEACHING IN ORDER TO CONTRIBUTE TO BETTER UNDERSTANDING BETWEEN THE UNITED STATES AND TURKEY AND ARAB COUNTRIES.

990 for the year ended December 31, 2025

Program accomplishments

  • GRANT PROVIDED TO MIDDLE EAST INSTITUTE, 1761 N STREET, N.W., WASHINGTON, D.C. 20036-1882 TO PROVIDE SCHOLARSHIP TO MEI STUDENT/ TEACHER
    grants $42,630

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-6540849
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B111)
Assets (IRS master file)
$1,136,979
Income (IRS master file)
$323,009

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$100,203$53,506$1,136,979IRS
990December 2024$63,978$72,610$1,090,265XML
990December 2023$20,860$28,976$1,099,433XML
990December 2022$38,442$49,861$1,107,497IRS
990December 2021–––IRS
990December 2020–––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 45-6540849).

Questions about WILLIAM CARTER AND MARLYS BURDETT SCHLR TR

What is the EIN of WILLIAM CARTER AND MARLYS BURDETT SCHLR TR?
The employer identification number (EIN) of WILLIAM CARTER AND MARLYS BURDETT SCHLR TR is 45-6540849.
Is WILLIAM CARTER AND MARLYS BURDETT SCHLR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to WILLIAM CARTER AND MARLYS BURDETT SCHLR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does WILLIAM CARTER AND MARLYS BURDETT SCHLR TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WILLIAM CARTER AND MARLYS BURDETT SCHLR 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 WILLIAM CARTER AND MARLYS BURDETT SCHLR TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of WILLIAM CARTER AND MARLYS BURDETT SCHLR TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,469 (CAPE ANN SAVINGS BANK, TRUSTEE).
How much revenue does WILLIAM CARTER AND MARLYS BURDETT SCHLR TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $100,203, expenses of $53,506 and total assets of $1,136,979 at year end.

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