Nonprofit · EIN 13-2897474
ANNA GOLDIE CHARITABLE TRUST
Tax-exempt · EAST MARION, NY 11939
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $745,308 | $1,651,281 | -$905,973 | $18,071,134 | $9,035 | $18,062,099 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $662,988
- Interest
- $12,064
- Net gain from sales of assets
- $32,698
- Other income
- $37,558
Expenses
- Grants and similar amounts paid
- $1,359,200
- Compensation of officers, directors and key employees
- $126,699
- Disbursements for charitable purposes
- $1,395,434
- Excise tax on investment income
- $6,919
Balance sheet and other
- Total assets, start of year
- $18,975,808
- Total assets, end of year
- $18,071,134
- Total liabilities, end of year
- $9,035
- Net assets, end of year
- $18,062,099
- Fair market value of assets
- $33,480,864
- Qualifying distributions
- $1,395,434
- Net investment income
- $745,308
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY C SHARKO 6 EVE LANE, RYE, NY 10580 | CO-TRUSTEE | 1 | $42,233 |
| PETER C STEIN 155 WEST 68TH STREET APT 712, NEW YORK, NY 10023 | CO-TRUSTEE | 1 | $42,233 |
| ERIC C STEIN 4270 MANUELA WAY, PALO ALTO, CA 94306 | CO-TRUSTEE | 1 | $42,233 |
| KENNETH L STEIN PO BOX 175 2665 CEDAR LANE, EAST MARION, NY 11939 | CO-TRUSTEE | 7 | $0 |
| NANCY C STEIN PO BOX 175 2665 CEDAR LANE, EAST MARION, NY 11939 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 306, EAST MARION, NY 11939-0306
- In care of
- % K L STEIN
- Signed the 990-PF
- EMILY C SHARKO, CO-TRUSTEE
- Phone
- (631) 477-0810
- Return prepared by
- SCHULMAN LOBEL LLP
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 | Not 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
- 13-2897474
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,071,134
- Income (IRS master file)
- $1,245,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,223,255 | $1,701,351 | $18,975,808 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ANNA GOLDIE CHARITABLE TRUST
- What is the EIN of ANNA GOLDIE CHARITABLE TRUST?
- The employer identification number (EIN) of ANNA GOLDIE CHARITABLE TRUST is 13-2897474.
- Is ANNA GOLDIE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to ANNA GOLDIE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA GOLDIE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA GOLDIE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA GOLDIE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANNA GOLDIE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 3 received compensation from the organization, the highest $42,233 (EMILY C SHARKO, CO-TRUSTEE).
- How much revenue does ANNA GOLDIE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $745,308, expenses of $1,651,281 and total assets of $18,071,134 at year end.
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