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Nonprofit · EIN 20-6537520

EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST

Tax-exempt · PENNINGTON, NJ 08534

Financials

$99K$129K2023$174K$138K2024$337K$152K2025
Revenue Expenses · by fiscal year end
Financials of EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$337,419$152,372$185,047$1,890,042$0$1,890,042
December 31, 2024990-PF$173,993$137,682$36,311$1,704,862$0$1,704,862
December 31, 2023990-PF$98,567$128,784-$30,217$1,669,445$0$1,669,445
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$36,659
Net gain from sales of assets
$300,701
Other income
$59

Expenses

Grants and similar amounts paid
$110,845
Compensation of officers, directors and key employees
$38,118
Disbursements for charitable purposes
$126,092
Excise tax on investment income
$4,370

Balance sheet and other

Total assets, start of year
$1,704,862
Total assets, end of year
$1,890,042
Total liabilities, end of year
$0
Net assets, end of year
$1,890,042
Fair market value of assets
$2,577,586
Qualifying distributions
$126,092
Net investment income
$337,419

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
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$38,118
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$33,785
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$30,506

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH BANK & TRUST CO
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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
20-6537520
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,890,042
Income (IRS master file)
$2,020,386

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$337,419$152,372$1,890,042IRS
990-PFDecember 2024$173,993$137,682$1,704,862IRS
990-PFDecember 2023$98,567$128,784$1,669,445XML
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 20-6537520).

Questions about EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST

What is the EIN of EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST?
The employer identification number (EIN) of EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST is 20-6537520.
Is EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST 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 EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST 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 EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,118 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does EDWARD J MARY H AND PAUL HOLUBEK MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $337,419, expenses of $152,372 and total assets of $1,890,042 at year end.

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