Nonprofit · EIN 13-6744781
ROSE M BADGEELEY RESID CHARITABLE TR UW
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $1,848,795 | $2,399,384 | -$550,589 | $21,332,886 | $0 | $21,332,886 |
| January 31, 2025 | 990-PF | $3,135,288 | $2,200,737 | $934,551 | $21,787,180 | $0 | $21,787,180 |
| January 31, 2024 | 990-PF | $1,985,648 | $3,571,503 | -$1,585,855 | $20,891,652 | $0 | $20,891,652 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $580,080
- Net gain from sales of assets
- $1,268,715
Expenses
- Grants and similar amounts paid
- $2,135,200
- Compensation of officers, directors and key employees
- $242,193
- Disbursements for charitable purposes
- $2,184,389
- Excise tax on investment income
- $22,868
Balance sheet and other
- Total assets, start of year
- $21,787,180
- Total assets, end of year
- $21,332,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,332,886
- Fair market value of assets
- $38,910,645
- Qualifying distributions
- $2,184,389
- Net investment income
- $1,842,609
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $242,193 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $227,007 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $206,412 |
Address and contacts
- Address (IRS master file)
- 66 HUDSON BOULEVARD EAST, NEW YORK, NY 10001-2189
- In care of
- % MARINE MIDLAND BANK NA
- Signed the 990-PF
- FOR HSBC BANK USA, VP
- Phone
- (212) 525-0561
- Return prepared by
- DELOITTE TAX 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6744781
- Exempt since
- 1979
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,332,886
- Income (IRS master file)
- $9,980,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $1,848,795 | $2,399,384 | $21,332,886 | IRS |
| 990-PF | January 2025 | $3,135,288 | $2,200,737 | $21,787,180 | XML |
| 990-PF | January 2024 | $1,985,648 | $3,571,503 | $20,891,652 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 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 13-6744781).
Questions about ROSE M BADGEELEY RESID CHARITABLE TR UW
- What is the EIN of ROSE M BADGEELEY RESID CHARITABLE TR UW?
- The employer identification number (EIN) of ROSE M BADGEELEY RESID CHARITABLE TR UW is 13-6744781.
- Is ROSE M BADGEELEY RESID CHARITABLE TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1979.
- Which annual return does ROSE M BADGEELEY RESID CHARITABLE TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE M BADGEELEY RESID CHARITABLE TR UW due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSE M BADGEELEY RESID CHARITABLE TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of ROSE M BADGEELEY RESID CHARITABLE TR UW?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $242,193 (HSBC BANK USA, TRUSTEE).
- How much revenue does ROSE M BADGEELEY RESID CHARITABLE TR UW have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $1,848,795, expenses of $2,399,384 and total assets of $21,332,886 at year end.
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