Nonprofit · EIN 16-6232173
GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $528,450 | $186,487 | $341,963 | $5,622,439 | $0 | $5,622,439 |
| December 31, 2024 | 990 | $261,715 | $202,594 | $59,121 | $5,306,254 | $0 | $5,306,254 |
| December 31, 2023 | 990 | $248,483 | $193,877 | $54,606 | $5,276,504 | $0 | $5,276,504 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $528,450
- Net gain from sales of assets
- $332,414
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $154,795
- Compensation of officers, directors and key employees
- $30,385
- Salaries, compensation and benefits (total)
- $30,385
- Professional fundraising fees
- $0
- Program services (functional)
- $174,333
- Management and general (functional)
- $12,154
Balance sheet and other
- Total assets, start of year
- $5,306,254
- Total assets, end of year
- $5,622,439
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,622,439
- Publicly traded securities
- $5,416,840
- Gross receipts
- $3,578,468
- Employees
- 0
- Year formed
- 1979
- State of legal domicile
- NY
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | TRUSTEE Institutional trustee | – | $30,385 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | TRUSTEE Institutional trustee | 2 | $30,005 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | TRUSTEE Institutional trustee | 2 | $24,581 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- Principal officer (990 for 2025)
- BANK OF AMERICA NA, PO BOX 1532, PENNINGTON, NJ 08534
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY ROSE HILL MANSION
Program accomplishments
- TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY ROSE HILL MANSIONExpenses $154,795 · grants $154,795
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-6232173
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $5,622,439
- Income (IRS master file)
- $3,578,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $528,450 | $186,487 | $5,622,439 | IRS |
| 990 | December 2024 | $261,715 | $202,594 | $5,306,254 | IRS |
| 990 | December 2023 | $248,483 | $193,877 | $5,276,504 | XML |
| 990 | December 2022 | $235,951 | $177,380 | $5,233,749 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 16-6232173).
Questions about GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND
- What is the EIN of GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND?
- The employer identification number (EIN) of GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND is 16-6232173.
- Is GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND 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 GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 names BANK OF AMERICA NA.
- Who are the officers and directors of GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,385 (BANK OF AMERICA NA, TRUSTEE).
- How much revenue does GENEVA HISTORICAL SOCIETY ROSE HILL ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $528,450, expenses of $186,487 and total assets of $5,622,439 at year end.
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