Civic Intelligence

John & Ann Watson Educational Trust Portland Trust Co LLC

EIN 01-6033309 • Portland, ME

2 Monument Square Suite 703Portland, ME 04101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-74%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$4,509

Higher top officer pay than 85% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$478,147

Up $580 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$478,147

Up $580 (+0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$18,734

Up $21,922 (+688%) from 2023

Expenses

Down

$32,576

Down $4,357 (-12%) from 2023

Net Income

Up

-$13,842

Up $26,279 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $435,117Liabilities 2011: $02011Assets 2012: $449,058Liabilities 2012: $02012Assets 2013: $457,998Liabilities 2013: $02013Assets 2014: $454,654Liabilities 2014: $02014Assets 2015: $449,369Liabilities 2015: $0Net Assets 2015: $449,3692015Assets 2016: $423,114Liabilities 2016: $0Net Assets 2016: $423,1142016Assets 2017: $426,239Liabilities 2017: $0Net Assets 2017: $426,2392017Assets 2020: $438,183Liabilities 2020: $0Net Assets 2020: $438,1832020Assets 2021: $520,093Liabilities 2021: $0Net Assets 2021: $520,0932021Assets 2022: $507,680Liabilities 2022: $0Net Assets 2022: $507,6802022Assets 2023: $477,567Liabilities 2023: $0Net Assets 2023: $477,5672023Assets 2024: $478,147Liabilities 2024: $0Net Assets 2024: $478,1472024

Latest loaded filing

2024

Assets$478,147
Liabilities$0
Net Assets$478,147
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $42,114Expenses 2011: $21,214Net Income 2011: $20,9002011Revenue 2012: $32,695Expenses 2012: $23,966Net Income 2012: $8,7292012Revenue 2013: $48,554Expenses 2013: $26,667Net Income 2013: $21,8872013Revenue 2014: $30,128Expenses 2014: $25,130Net Income 2014: $4,9982014Revenue 2015: $16,659Expenses 2015: $26,858Net Income 2015: -$10,1992015Revenue 2016: $4,080Expenses 2016: $26,290Net Income 2016: -$22,2102016Revenue 2017: $19,514Expenses 2017: $26,484Net Income 2017: -$6,9702017Revenue 2020: $41,811Expenses 2020: $28,665Net Income 2020: $13,1462020Revenue 2021: $34,469Expenses 2021: $29,210Net Income 2021: $5,2592021Revenue 2022: $98,264Expenses 2022: $30,537Net Income 2022: $67,7272022Revenue 2023: -$3,188Expenses 2023: $36,933Net Income 2023: -$40,1212023Revenue 2024: $18,734Expenses 2024: $32,576Net Income 2024: -$13,8422024

Latest loaded filing

2024

Revenue$18,734
Expenses$32,576
Net Income-$13,842
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.19$0.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.03$0.37$0.40
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.98$0.31$0.68
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.34$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.42$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.20$0.26$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.04$0.26$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.17$0.27$0.10
2014Summary only. Only limited summary data is available for this year.$4.55$0.00$0.30$0.25$0.05
2013Summary only. Only limited summary data is available for this year.$4.58$0.00$0.49$0.27$0.22
2012Summary only. Only limited summary data is available for this year.$4.49$0.00$0.33$0.24$0.09
2011Summary only. Only limited summary data is available for this year.$4.35$0.00$0.42$0.21$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 17, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$4,509-$4,509
PORTLAND TRUST COMPANY LLCTrustee-$1,700-$1,700
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MAINE - ORONOSCHOLARSHIPSPCORONO, ME, US$10,000
Paid GrantUNIVERSITY OF NEW ENGLANDSCHOLARSHIPSPCBIDDEFORD, ME, US$5,000
Paid GrantEMBRY RIDDLE AERONAUTICAL UNIVSCHOLARSHIPSPCDAYTONA BEACH, FL, US$5,000
Filing and Contact Details

Filer

Filer Name
John & Ann Watson Educational Trust
EIN
01-6033309
Phone
2075586220
Address
2 MONUMENT SQUARE SUITE 703, PORTLAND, ME 04101

Signing Officer

Name
Portland Trust Company LLC
Title
Trustee
Phone
2075586220
Signed
2026-01-17
Discuss with paid preparer
Yes

Preparer

Firm
D Martines & Associates LLC
Address
PO BOX 94, YARMOUTH, ME 04096
Preparer
David Martines
Phone
2078199797
Raw XML Appendix251 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204469
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05685
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018762
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029830
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024447
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024145
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018762
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01463
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GRANTMAKING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01463
TaxesSchedule/TaxesDetail/Amt0484
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0484
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PORTLAND TRUST COMPANY LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075586220
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & ANN WATSON EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTLAND TRUST CO LLC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0016033309
ReturnHeader/Filer/PhoneNum02075586220
ReturnHeader/Filer/USAddress/AddressLine1Txt02 MONUMENT SQUARE SUITE 703
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851204190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D MARTINES & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 94
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004096
ReturnHeader/PreparerPersonGrp/PhoneNum02078199797
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MARTINES
ReturnHeader/ReturnTs02026-02-24T09:13:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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