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Nonprofit · EIN 06-6464620

ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST

Tax-exempt · PENNINGTON, NJ 08534

Financials

$46K$72K2023$141K$72K2024$49K$79K2025
Revenue Expenses · by fiscal year end
Financials of ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$48,855$79,466-$30,611$584,138$0$584,138
December 31, 2024990-PF$141,424$72,139$69,285$641,991$0$641,991
December 31, 2023990-PF$45,939$71,989-$26,050$545,472$0$545,472
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,433
Net gain from sales of assets
$13,422

Expenses

Grants and similar amounts paid
$60,992
Compensation of officers, directors and key employees
$15,083
Disbursements for charitable purposes
$67,025
Excise tax on investment income
$551

Balance sheet and other

Total assets, start of year
$641,991
Total assets, end of year
$584,138
Total liabilities, end of year
$0
Net assets, end of year
$584,138
Fair market value of assets
$1,501,187
Qualifying distributions
$67,025
Net investment income
$48,855

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$15,083
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$15,082
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$14,323

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH BANK & TRUST
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6464620
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$584,138
Income (IRS master file)
$48,855

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$48,855$79,466$584,138IRS
990-PFDecember 2024$141,424$72,139$641,991IRS
990-PFDecember 2023$45,939$71,989$545,472XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 06-6464620).

Questions about ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST

What is the EIN of ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST?
The employer identification number (EIN) of ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST is 06-6464620.
Is ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST 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 ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST 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 ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,083 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does ELIZABETH PAGE WICK CHARITABLE REMAINDER ANNUITY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,855, expenses of $79,466 and total assets of $584,138 at year end.

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