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Nonprofit · EIN 13-7143442

ANDREW M PAUL FAM FOUNDATION TR

Also known as PAUL MARGRITE TTEE

Tax-exempt · ASPEN, CO 81612

Financials

$4K$7K2023$1.5M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of ANDREW M PAUL FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$1,453,224$1,428,064$25,160$125,590$0$125,590
August 31, 2024990-PF$3,764$7,375-$3,611$100,430$0$100,430
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,450,000
Interest
$3,224

Expenses

Grants and similar amounts paid
$1,428,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,428,064
Excise tax on investment income
$45

Balance sheet and other

Total assets, start of year
$100,430
Total assets, end of year
$125,590
Total liabilities, end of year
$0
Net assets, end of year
$125,590
Fair market value of assets
$125,590
Qualifying distributions
$1,428,064
Net investment income
$3,224

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDREW M PAUL
PO BOX 5109, ASPEN, CO 81612
PRESIDENT1$0
MARGARET PAUL
PO BOX 5109, ASPEN, CO 81612
TRUSTEE1$0
990-PF for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
ANDREW M PAUL
PO BOX 5109, ASPEN, CO 81612
PRESIDENT1$0
MARGARET PAUL
PO BOX 5109, ASPEN, CO 81612
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 5109, ASPEN, CO 81612-5109
Signed the 990-PF
ANDREW M PAUL, TRUSTEE
Phone
(970) 710-4837
Return prepared by
PERELSON WEINER ACCOUNTANTS AND ADVISORS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
13-7143442
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
August
Files
Form 990-PF
Assets (IRS master file)
$125,590
Income (IRS master file)
$1,453,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$1,453,224$1,428,064$125,590XML
990-PFAugust 2024$3,764$7,375$100,430XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 13-7143442).

Questions about ANDREW M PAUL FAM FOUNDATION TR

What is the EIN of ANDREW M PAUL FAM FOUNDATION TR?
The employer identification number (EIN) of ANDREW M PAUL FAM FOUNDATION TR is 13-7143442.
Is ANDREW M PAUL FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ANDREW M PAUL FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANDREW M PAUL FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ANDREW M PAUL FAM FOUNDATION TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANDREW M PAUL FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of ANDREW M PAUL FAM FOUNDATION TR?
The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ANDREW M PAUL FAM FOUNDATION TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,453,224, expenses of $1,428,064 and total assets of $125,590 at year end.

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