Nonprofit · EIN 01-0580707
PAUL J LOMBARDI CHARITABLE TR
Also known as HARBORSIDE FINANCIAL CTR
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,299 | $37,217 | $20,082 | $619,692 | $0 | $619,692 |
| December 31, 2024 | 990-PF | $9,741 | $34,141 | -$24,400 | $599,616 | $0 | $599,616 |
| December 31, 2023 | 990-PF | -$722 | $34,286 | -$35,008 | $624,002 | $0 | $624,002 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,040
- Net gain from sales of assets
- $40,259
Expenses
- Grants and similar amounts paid
- $26,141
- Compensation of officers, directors and key employees
- $10,670
- Disbursements for charitable purposes
- $30,409
- Excise tax on investment income
- $704
Balance sheet and other
- Total assets, start of year
- $599,616
- Total assets, end of year
- $619,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $619,692
- Fair market value of assets
- $701,604
- Qualifying distributions
- $30,409
- Net investment income
- $57,299
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $8,841 |
| JEAN DUFFY PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $1,829 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $8,320 |
| JEAN DUFFY PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $1,550 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $7,752 |
| JEAN DUFFY 90 OAKDALE ROAD, CHESTER, NJ 079302209 | CO-TRUSTEE | 1 | $1,685 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MORGAN STANLEY TRUST FSB
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0580707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $619,692
- Income (IRS master file)
- $831,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,299 | $37,217 | $619,692 | IRS |
| 990-PF | December 2024 | $9,741 | $34,141 | $599,616 | IRS |
| 990-PF | December 2023 | -$722 | $34,286 | $624,002 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 01-0580707).
Questions about PAUL J LOMBARDI CHARITABLE TR
- What is the EIN of PAUL J LOMBARDI CHARITABLE TR?
- The employer identification number (EIN) of PAUL J LOMBARDI CHARITABLE TR is 01-0580707.
- Is PAUL J LOMBARDI CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to PAUL J LOMBARDI CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL J LOMBARDI CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL J LOMBARDI CHARITABLE 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 PAUL J LOMBARDI CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PAUL J LOMBARDI CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,841 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does PAUL J LOMBARDI CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,299, expenses of $37,217 and total assets of $619,692 at year end.
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