Edith E Celley Unitrust Dtd 81189 FY2021 filing

Tax-deductible

Hanover, NH501(c)(3)Since 2001Foundations & GrantmakersEIN 82-6777037

Provide support to haverhill heritage, INC

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$5K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $15K a year · 18% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$5K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$153K
+589% vs prior year
Spent
$68K
To programs
66%
Net assets
$1.2M
By yearFY2020–FY2025
Revenue
$153K
FY2021▲ +589%
Revenue by fiscal year
FY2020$22K
FY2021$153K
FY2022$69K
FY2023$77K
FY2024$81K
FY2025$112K
Expenses
$68K
FY2021▲ +6%
Expenses by fiscal year
FY2020$64K
FY2021$68K
FY2022$72K
FY2023$71K
FY2024$72K
FY2025$75K
Net assets
$1.2M
FY2021▲ +20%
Net assets by fiscal year
FY2020$983K
FY2021$1.2M
FY2022$1.2M
FY2023$1.2M
FY2024$1.2M
FY2025$1.2M

From the FY2021 Form 990 · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $45K Management & general 34% · $23K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

1 person listed on the 990; $5K paid to officers and key staff.

Part VII, Section A · reportable compensation
$5,226Pt VII · Sec A

Ledyard National Bank’s $6K as Trustee is at the 31st percentile of top reported officer pay among 133 <$100K philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ledyard National Bank$6,474$5,071$4,680$4,901$5,226$4,972

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Edith E Celley Unitrust Dtd 81189 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Haverhill's historical preservation and cultural heritage initiatives.

Provided by the organization

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1 program service account for $68K of program spending, described in the organization's own filed words · FY2021.
01

Support of haverhill heritage, inc

$68Kprogram expense

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$153K
Ln 12
Investment incomeLn 3$153K
Money outPt IX
$68K
Ln 25
Programscol B$45K
Managementcol C$23K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$20K
Total assetsLn 16$1.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$153K
Gains on assetsLn 7$119K
Total revenueLn 12$153K
Assets in detailPt X, end of year
SavingsLn 2$20K
Cash and savings togetherLn 1–2$20K
InvestmentsLn 11–13$1.2M
Total assetsLn 16$1.2M
LiabilitiesLn 26$0
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$16K$20K
InvestmentsLn 11–13$966K$1.2M
Total assetsLn 16$983K$1.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$983K$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$45K$45K
Pay of current officers, directors and key staffLn 5$5K$5K
Accounting feesLn 11c$600$600
Other fees for servicesLn 11g$17K$17K
Total functional expensesLn 25$68K$45K$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $112K$75K$37K$1.2M 990 PDF
FY2024 $81K$72K$9K$1.2M 990 PDF
FY2023 $77K$71K$6K$1.2M 990 PDF
FY2022 $69K$72K−$3K$1.2M 990 PDF
FY2021 Viewing $153K$68K$85K$1.2M 990 PDF
FY2020 $22K$64K−$42K$983K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $152,744 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $34,152$34,152
VIII-7 Net gain or loss on sales of assetsExcluded from tax $118,592$118,592
VIII-12 Total revenueExcluded from tax $152,744$152,744
Part IX · Statement of functional expenses $67,686 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $44,832$44,832
IX-5 Pay of current officers, directors and key staffManagement $5,226$5,226
IX-11c Accounting feesManagement $600$600
IX-11g Other fees for servicesManagement $17,028$17,028
IX-25 Total functional expensesPrograms $44,832 · Management $22,854 · Fundraising $0$67,686
Part X · Balance sheet $1,182,196 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $16,441$19,627
X-11 Publicly traded securitiesStart of year $966,181$1,162,569
X-16 Total assetsStart of year $982,622$1,182,196
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $982,622$1,182,196
X-33 Total liabilities and net assetsStart of year $982,622$1,182,196
Part XI · Reconciliation of net assets $1,182,196 net assets at year end
XI-1 Total revenue$152,744
XI-2 Total expenses$67,686
XI-3 Revenue less expenses$85,058
XI-4 Net assets at start of year$982,622
XI-9 Other changes in net assets$114,516
XI-10 Net assets at end of year$1,182,196

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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