Nonprofit · EIN 13-6327952
HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB
Also known as FIRST NATIONAL CITY BANK TR
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $315,640 | $306,972 | $8,668 | $4,996,714 | $0 | $4,996,714 |
| December 31, 2024 | 990-PF | $213,489 | $323,420 | -$109,931 | $4,987,972 | $0 | $4,987,972 |
| December 31, 2023 | 990-PF | $1,982,166 | $283,406 | $1,698,760 | $5,060,933 | $0 | $5,060,933 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $133,944
- Net gain from sales of assets
- $181,696
Expenses
- Grants and similar amounts paid
- $238,000
- Compensation of officers, directors and key employees
- $60,895
- Disbursements for charitable purposes
- $269,698
- Excise tax on investment income
- $3,917
Balance sheet and other
- Total assets, start of year
- $4,987,972
- Total assets, end of year
- $4,996,714
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,996,714
- Fair market value of assets
- $6,286,419
- Qualifying distributions
- $269,698
- Net investment income
- $315,600
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 |
|---|---|---|---|
| JTC TRUST COMPANY DELAWARE LTD 200 BELLEVUE PKWY SUITE 500, WILMINGTON, DE 19809 | TRUSTEE, AS REQ'D | 0 | $60,895 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIBANK N A 388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013 | TRUSTEE, AS REQ'D | 0 | $42,249 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIBANK N A 388 GREENWICH STREET 19TH FLOOR, NEW YORK, NY 10013 | TRUSTEE, AS REQ'D | 0 | $37,973 |
Address and contacts
- Address (IRS master file)
- 200 BELLEVUE PKWY STE 500, WILMINGTON, DE 19809-3741
- In care of
- % CITICORP
- Signed the 990-PF
- SHAWN WILSON, TRUSTEE
- Phone
- (302) 798-2160
- Return prepared by
- KPMG 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 | 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
- 13-6327952
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $4,996,714
- Income (IRS master file)
- $2,215,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $315,640 | $306,972 | $4,996,714 | IRS |
| 990-PF | December 2024 | $213,489 | $323,420 | $4,987,972 | IRS |
| 990-PF | December 2023 | $1,982,166 | $283,406 | $5,060,933 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 13-6327952).
Questions about HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB
- What is the EIN of HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB?
- The employer identification number (EIN) of HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB is 13-6327952.
- Is HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB 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 HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB 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 HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $60,895 (JTC TRUST COMPANY DELAWARE LTD, TRUSTEE, AS REQ'D).
- How much revenue does HELEN GOLUB RESIDUARY TRUST FBO HELEN GOLUB have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $315,640, expenses of $306,972 and total assets of $4,996,714 at year end.
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