Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-4288017

ROBERT F MCCULLOUGH ENDOWMENT TRUST

Also known as FBO SHADY GR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$229K$58K2021$50K$99K2023$1M$108K2024$481K$145K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT F MCCULLOUGH ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$480,561$145,431$335,130$2,853,018$0$2,853,018
April 30, 2025990-PF$1,003,599$107,634$895,965$2,515,490$0$2,515,490
April 30, 2024990-PF$49,567$98,673-$49,106$1,637,984$0$1,637,984
April 30, 2022990-PF$228,733$58,087$170,646$1,714,250$0$1,714,250
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$3,000
Dividends
$81,272
Net gain from sales of assets
$396,289

Expenses

Grants and similar amounts paid
$99,131
Compensation of officers, directors and key employees
$40,877
Disbursements for charitable purposes
$115,482
Excise tax on investment income
$6,285

Balance sheet and other

Total assets, start of year
$2,515,490
Total assets, end of year
$2,853,018
Total liabilities, end of year
$0
Net assets, end of year
$2,853,018
Fair market value of assets
$3,256,027
Qualifying distributions
$115,482
Net investment income
$477,179

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$40,877
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$32,593
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$24,975
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$27,499

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH TRUST COMPANY
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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
13-4288017
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
2006
Accounting year ends
April
Files
Form 990-PF
Category (NTEE)
Religion-related (X21)
Assets (IRS master file)
$2,853,018
Income (IRS master file)
$3,860,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$480,561$145,431$2,853,018XML
990-PFApril 2025$1,003,599$107,634$2,515,490XML
990-PFApril 2024$49,567$98,673$1,637,984XML
990-PFApril 2023–––IRS
990-PFApril 2022$228,733$58,087$1,714,250XML
990-PFApril 2021–––IRS
990-PFApril 2020–––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 13-4288017).

Questions about ROBERT F MCCULLOUGH ENDOWMENT TRUST

What is the EIN of ROBERT F MCCULLOUGH ENDOWMENT TRUST?
The employer identification number (EIN) of ROBERT F MCCULLOUGH ENDOWMENT TRUST is 13-4288017.
Is ROBERT F MCCULLOUGH ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ROBERT F MCCULLOUGH ENDOWMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT F MCCULLOUGH ENDOWMENT TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT F MCCULLOUGH ENDOWMENT TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT F MCCULLOUGH ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of ROBERT F MCCULLOUGH ENDOWMENT TRUST?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $40,877 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does ROBERT F MCCULLOUGH ENDOWMENT TRUST have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $480,561, expenses of $145,431 and total assets of $2,853,018 at year end.

Other nonprofits in PENNINGTON

All nonprofits in PENNINGTON · New Jersey · Religion-related