Katharine A Heberton Charitable Tr

Rowley Glen And Td Bank Na Ttee

Manchester, NH
Tax-exempt since April 2003
EIN: 33-6325735

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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 / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$183k (2025)

Expenses

$133k (2025)

Total Assets

$1.86M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Revenue

$182,583

Expenses

$133,143

Net Income

$49,440

Net Assets

$1,855,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,919	33.4%
Sales of Assets	$119,678	65.5%
Other Income	$1,986	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,806	73.5%
Compensation of Officers*	$32,075	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,855,017
Total Liabilities	$0
Net Assets	$1,855,017

Compensation

Key Employees and Officers	Compensation	Other
Td Bank (Trustee)	$32,075	$0

990-PF

Filed on June 17, 2025

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Fiscal Year Ending April
2024

Revenue

$116,237

Expenses

$126,306

Net Income

-$10,069

Net Assets

$1,804,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,674	47.9%
Sales of Assets	$57,652	49.6%
Other Income	$2,911	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,854	74.3%
Compensation of Officers*	$30,366	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,804,569
Total Liabilities	$0
Net Assets	$1,804,569

Compensation

Key Employees and Officers	Compensation	Other
Td Bank (Trustee)	$30,366	$0

990-PF

Filed on July 22, 2024

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

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Fiscal Year Ending April
2023

Revenue

$44,686

Expenses

$105,369

Net Income

-$60,683

Net Assets

$1,812,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,351	> 100%
Sales of Assets	-$1,665
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,148	64.7%
Compensation of Officers*	$30,713	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,812,836
Total Liabilities	$0
Net Assets	$1,812,836

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$30,713	$0

990-PF

Filed on June 20, 2023

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

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Fiscal Year Ending April
2022

Revenue

$278,472

Expenses

$177,252

Net Income

$101,220

Net Assets

$1,871,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,380	15.6%
Sales of Assets	$233,473	83.8%
Other Income	$1,619	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,924	80.6%
Compensation of Officers*	$33,152	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,871,068
Total Liabilities	$0
Net Assets	$1,871,068

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$33,152	$0

990-PF

Filed on June 20, 2022

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

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Fiscal Year Ending April
2021

Revenue

$78,039

Expenses

$118,317

Net Income

-$40,278

Net Assets

$1,767,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,988	67.9%
Sales of Assets	$24,702	31.7%
Other Income	$349	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,844	62.4%
Compensation of Officers*	$39,405	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,767,676
Total Liabilities	$1
Net Assets	$1,767,675

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$39,405	$0

990-PF

Filed on June 22, 2021

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

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Fiscal Year Ending April
2020

Revenue

$168,407

Expenses

$134,919

Net Income

$33,488

Net Assets

$1,807,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,999	36.2%
Sales of Assets	$107,408	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,648	74.6%
Compensation of Officers*	$31,976	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,807,419
Total Liabilities	$1
Net Assets	$1,807,418

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$31,976	$0

990-PF

Filed on June 8, 2020

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Fiscal Year Ending April
2019

Revenue

$194,921

Expenses

$136,095

Net Income

$58,826

Net Assets

$1,774,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,622	30.6%
Sales of Assets	$135,299	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,796	73.3%
Compensation of Officers*	$31,691	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,774,683
Total Liabilities	$0
Net Assets	$1,774,683

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$31,691	$0

990-PF

Filed on June 6, 2019

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

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Fiscal Year Ending April
2018

Revenue

$132,182

Expenses

$118,213

Net Income

$13,969

Net Assets

$1,715,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,399	42.7%
Sales of Assets	$75,783	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,594	71.6%
Compensation of Officers*	$32,276	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,715,856
Total Liabilities	$0
Net Assets	$1,715,856

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$32,276	$0

990-PF

Filed on June 20, 2018

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Fiscal Year Ending April
2017

Revenue

$66,221

Expenses

$152,572

Net Income

-$86,351

Net Assets

$1,701,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,911	87.5%
Sales of Assets	$8,257	12.5%
Other Income	$53	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,922	78.6%
Compensation of Officers*	$31,646	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,701,892
Total Liabilities	$0
Net Assets	$1,701,892

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$31,646	$0

990-PF

Filed on May 23, 2017

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

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Fiscal Year Ending April
2016

Revenue

$56,417

Expenses

$131,978

Net Income

-$75,561

Net Assets

$1,788,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,207	> 100%
Sales of Assets	-$6,441
Other Income	$4,651	8.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,482	76.1%
Compensation of Officers*	$30,123	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,788,341
Total Liabilities	$0
Net Assets	$1,788,341

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Trustee)	$30,123	$0

990-PF

Filed on May 23, 2016

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Fiscal Year Ending April
2015

Revenue

$64,369

Expenses

$145,034

Net Income

-$80,665

Net Assets

$1,865,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,155	85.7%
Sales of Assets	$9,214	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,500	68.6%
Compensation of Officers*	$33,884	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,865,485
Total Liabilities	$0
Net Assets	$1,865,485

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Corp Co Trustee)	$24,490	$0
Glenn Rowley (Co Trustee)	$9,394	$0

990-PF

Filed on July 28, 2015

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Fiscal Year Ending April
2014

Revenue

$325,025

Expenses

$124,865

Net Income

$200,160

Net Assets

$1,945,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,953	16.6%
Sales of Assets	$271,072	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,700	71.0%
Compensation of Officers*	$33,340	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,945,855
Total Liabilities	$0
Net Assets	$1,945,855

Compensation

Key Employees and Officers	Compensation	Other
Td Bank Na (Corp Co Trustee)	$22,427	$0
Glenn Rowley (Co Trustee)	$10,913	$0

990-PF

Filed on May 27, 2014

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Fiscal Year Ending April
2013

Revenue

$82,243

Expenses

$112,654

Net Income

-$30,411

Net Assets

$1,745,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,854	64.3%
Sales of Assets	$28,914	35.2%
Other Income	$475	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,461	81.2%
Compensation of Officers*	$30,544	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,745,696
Total Liabilities	$1
Net Assets	$1,745,695

990-PF

Filed on Jan. 11, 2014

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

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Fiscal Year Ending April
2012

Revenue

-$4,798

Expenses

$123,269

Net Income

-$128,067

Net Assets

$1,773,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,507
Sales of Assets	$0
Other Income	$1,203

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,217	82.1%
Compensation of Officers*	$29,889	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,773,691
Total Liabilities	$0
Net Assets	$1,773,691

990

Primary tax return for a nonprofit’s activities, finances, and governance

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Katharine A Heberton Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $183k (2025)

Expenses $133k (2025)

Total Assets $1.86M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$183k (2025)

Expenses

$133k (2025)

Total Assets

$1.86M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

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2017

Fiscal Year Ending April
2016

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2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003