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

Nonprofit · EIN 13-7489040

BRADLEY FAM CHARITABLE FOUNDATION TR

Also known as EDWARD R BRADLEY JR ET AL TTEE

Tax-exempt · NEW CITY, NY 10956

Financials

$490K$374K2023$623K$483K2024$502K$326K2025
Revenue Expenses · by fiscal year end
Financials of BRADLEY FAM CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$501,562$326,126$175,436$6,026,817$0$6,026,817
December 31, 2024990-PF$622,809$483,006$139,803$5,851,381$0$5,851,381
December 31, 2023990-PF$489,604$373,621$115,983$5,711,578$0$5,711,578
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$488,636
Net gain from sales of assets
$12,926

Expenses

Grants and similar amounts paid
$262,500
Disbursements for charitable purposes
$262,500
Excise tax on investment income
$6,226

Balance sheet and other

Total assets, start of year
$5,851,381
Total assets, end of year
$6,026,817
Total liabilities, end of year
$0
Net assets, end of year
$6,026,817
Fair market value of assets
$7,250,852
Qualifying distributions
$262,500
Net investment income
$501,562

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.

NameTitleHours / weekCompensation
PATRICIA BLANCHET
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee2$0
RONALD GAULT
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0
GARY A JAKALOW
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PATRICIA BLANCHET
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee2$0
RONALD GAULT
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0
GARY A JAKALOW
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PATRICIA BLANCHET
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee2$0
RONALD GAULT
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0
GARY A JAKALOW
107 BREWERY ROAD, NEW CITY, NY 109566115
Trustee1$0

Address and contacts

Address (IRS master file)
107 BREWERY RD, NEW CITY, NY 10956-6115
Signed the 990-PF
GARY A JAKALOW, Trustee
Phone
(845) 638-2355
Return prepared by
GARY A JAKALOW EA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7489040
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,026,817
Income (IRS master file)
$2,554,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$501,562$326,126$6,026,817XML
990-PFDecember 2024$622,809$483,006$5,851,381XML
990-PFDecember 2023$489,604$373,621$5,711,578XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-7489040).

Questions about BRADLEY FAM CHARITABLE FOUNDATION TR

What is the EIN of BRADLEY FAM CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of BRADLEY FAM CHARITABLE FOUNDATION TR is 13-7489040.
Is BRADLEY FAM CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to BRADLEY FAM CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRADLEY FAM CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BRADLEY FAM CHARITABLE FOUNDATION TR 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 BRADLEY FAM CHARITABLE FOUNDATION TR 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 BRADLEY FAM CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BRADLEY FAM CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $501,562, expenses of $326,126 and total assets of $6,026,817 at year end.

Other nonprofits in NEW CITY

All nonprofits in NEW CITY · New York · Philanthropy, voluntarism and grantmaking foundations