Olive A Coates Charitable Tr

Portland, ME
Tax-exempt since Jan. 2000
EIN: 01-6149204

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$760k (2024)

Expenses

$420k (2024)

Total Assets

$4.28M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$760,032

Expenses

$419,615

Net Income

$340,417

Net Assets

$4,280,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,646	21.7%
Sales of Assets	$595,386	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$374,210	89.2%
Compensation of Officers*	$52,746	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,280,629
Total Liabilities	$0
Net Assets	$4,280,629

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$41,757	$0
Richard A Mckittrick (Trustee)	$10,989	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$338,819

Expenses

$458,425

Net Income

-$119,606

Net Assets

$3,938,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$160,100	47.3%
Sales of Assets	$172,060	50.8%
Other Income	$6,659	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,451	92.4%
Compensation of Officers*	$47,787	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,938,780
Total Liabilities	$0
Net Assets	$3,938,780

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$38,228	$0
Richard A Mckittrick (Trustee)	$9,559	$0

990-PF

Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$404,762

Expenses

$470,983

Net Income

-$66,221

Net Assets

$4,059,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,456	31.0%
Sales of Assets	$279,306	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$420,778	89.3%
Compensation of Officers*	$49,117	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,059,833
Total Liabilities	$0
Net Assets	$4,059,833

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$39,179	$0
Richard A Mckittrick (Trustee)	$9,938	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$469,432

Expenses

$361,701

Net Income

$107,731

Net Assets

$4,128,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,515	24.8%
Sales of Assets	$352,917	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,332	86.6%
Compensation of Officers*	$20,379	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,128,055
Total Liabilities	$0
Net Assets	$4,128,055

Compensation

Key Employees and Officers	Compensation	Other
Richard A Mckittrick (Trustee)	$10,252	$0
Hm Payson Co (Trustee)	$10,127	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$361,145

Expenses

$335,858

Net Income

$25,287

Net Assets

$4,020,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,180	33.3%
Sales of Assets	$240,965	66.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,593	89.8%
Compensation of Officers*	$43,867	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,020,416
Total Liabilities	$1
Net Assets	$4,020,415

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$35,364	$0
Richard A Mckittrick (Trustee)	$8,503	$0

990-PF

Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$373,627

Expenses

$335,966

Net Income

$37,661

Net Assets

$3,994,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,367	36.5%
Sales of Assets	$237,260	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,503	90.3%
Compensation of Officers*	$42,543	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,994,086
Total Liabilities	$1
Net Assets	$3,994,085

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$34,413	$0
Richard A Mckittrick (Trustee)	$8,130	$0

990-PF

Filed on June 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$611,580

Expenses

$328,225

Net Income

$283,355

Net Assets

$3,956,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,180	21.6%
Sales of Assets	$479,400	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,439	90.3%
Compensation of Officers*	$42,247	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,956,309
Total Liabilities	$0
Net Assets	$3,956,309

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$34,200	$0
Richard A Mckittrick (Trustee)	$8,047	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$229,758

Expenses

$259,421

Net Income

-$29,663

Net Assets

$3,674,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,994	52.2%
Sales of Assets	$109,045	47.5%
Other Income	$719	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,284	91.1%
Compensation of Officers*	$39,525	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,674,072
Total Liabilities	$0
Net Assets	$3,674,072

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$32,244	$0
Richard A Mckittrick (Trustee)	$7,281	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$141,947

Expenses

$276,959

Net Income

-$135,012

Net Assets

$3,703,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,246	83.3%
Sales of Assets	$19,722	13.9%
Other Income	$3,979	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,956	99.6%
Compensation of Officers*	$36,576	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,703,734
Total Liabilities	$0
Net Assets	$3,703,734

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$30,115	$0
Richard A Mckittrick (Trustee)	$6,461	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$295,013

Expenses

$300,599

Net Income

-$5,586

Net Assets

$3,838,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,786	43.7%
Sales of Assets	$166,227	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,136	88.9%
Compensation of Officers*	$38,046	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,838,743
Total Liabilities	$0
Net Assets	$3,838,743

Compensation

Key Employees and Officers	Compensation	Other
Hm Payson Co (Trustee)	$31,179	$0
Richard A Mckittrick (Trustee)	$6,867	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$494,215

Expenses

$275,802

Net Income

$218,413

Net Assets

$3,844,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$176,745	35.8%
Sales of Assets	$317,470	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,593	88.0%
Compensation of Officers*	$37,267	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,844,326
Total Liabilities	$0
Net Assets	$3,844,326

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$392,833

Expenses

$230,587

Net Income

$162,246

Net Assets

$3,625,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,929	30.8%
Sales of Assets	$271,904	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,892	91.0%
Compensation of Officers*	$25,249	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,625,915
Total Liabilities	$0
Net Assets	$3,625,915

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$421,784

Expenses

$223,224

Net Income

$198,560

Net Assets

$3,463,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,060	30.8%
Sales of Assets	$291,724	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,879	92.7%
Compensation of Officers*	$23,710	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,463,669
Total Liabilities	$0
Net Assets	$3,463,669

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$282,985

Expenses

$230,960

Net Income

$52,025

Net Assets

$3,265,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,064	47.4%
Sales of Assets	$148,921	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,415	92.0%
Compensation of Officers*	$22,902	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,265,291
Total Liabilities	$0
Net Assets	$3,265,291

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated December 22, 2025

Olive A Coates Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $760k (2024)

Expenses $420k (2024)

Total Assets $4.28M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$760k (2024)

Expenses

$420k (2024)

Total Assets

$4.28M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

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2002

Fiscal Year Ending Dec.
2001