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Nonprofit · EIN 20-6770692

ROYALTY TRUST

Also known as JANET MERRITT TTEE

Tax-exempt · MEDFORD, NJ 08055

Financials

$59K$103K2022$85K$95K2023$86K$90K2024
Revenue Expenses · by fiscal year end
Financials of ROYALTY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$86,278$90,210-$3,932$334,889$0$330,935
November 30, 2024990-PF$84,539$94,617-$10,078$334,867$0$334,867
November 30, 2023990-PF$58,977$103,427-$44,450$344,945$0$344,945
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$14,010
Interest
$11
Net gain from sales of assets
$72,257

Expenses

Grants and similar amounts paid
$70,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$70,000
Excise tax on investment income
$1,065

Balance sheet and other

Total assets, start of year
$334,867
Total assets, end of year
$334,889
Total liabilities, end of year
$0
Net assets, end of year
$330,935
Fair market value of assets
$1,669,894
Qualifying distributions
$70,000
Net investment income
$86,278

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Janet Merritt
34 MOORLINCH BLVD, Medford, NJ 08055
trustee0$0
Andrea Chambers
133 Hopewell Rd, Marlton, NJ 08053
trustee0$0
Gregg Merritt
800 Chilvers, Whiting, NJ 08759
Trustee0$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
Janet Merritt
34 MOORLINCH BLVD, Medford, NJ 08055
trustee0$0
Andrea Chambers
133 Hopewell Rd, Marlton, NJ 08053
trustee0$0
Gregg Merritt
800 Chilvers, Whiting, NJ 08759
Trustee0$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
Janet Merritt
34 MOORLINCH BLVD, Medford, NJ 08055
trustee0$0
Andrea Chambers
133 Hopewell Rd, Marlton, NJ 08053
trustee0$0
Gregg Merritt
800 Chilvers, Whiting, NJ 08759
Trustee0$0

Address and contacts

Address (IRS master file)
34 MOORLINCH BLVD, MEDFORD, NJ 08055-4014
In care of
% JANET MERRITT
Signed the 990-PF
JANET MERRITT, TRUSTEE
Phone
(313) 881-0500
Return prepared by
B Barrett & Associates

What it must file and when

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

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
20-6770692
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
November
Files
Form 990-PF
Assets (IRS master file)
$334,889
Income (IRS master file)
$102,592

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$86,278$90,210$334,889XML
990-PFNovember 2024$84,539$94,617$334,867XML
990-PFNovember 2023$58,977$103,427$344,945XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 20-6770692).

Questions about ROYALTY TRUST

What is the EIN of ROYALTY TRUST?
The employer identification number (EIN) of ROYALTY TRUST is 20-6770692.
Is ROYALTY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ROYALTY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROYALTY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROYALTY TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROYALTY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of ROYALTY TRUST?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROYALTY TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $86,278, expenses of $90,210 and total assets of $334,889 at year end.

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