Nonprofit · EIN 20-6785538
WILLUMSTAD FAMILY CHARITABLE TRUST
Also known as ROBERT B WILLUMSTAD TTEE
Tax-exempt · ALBANY, NY 12212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,783 | $44,550 | -$42,767 | $31,661 | $0 | $31,661 |
| December 31, 2024 | 990-PF | $3,859 | $13,550 | -$9,691 | $74,428 | $0 | $74,428 |
| December 31, 2023 | 990-PF | $4,578 | $27,000 | -$22,422 | $84,119 | $0 | $84,119 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,783
Expenses
- Grants and similar amounts paid
- $44,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $44,550
- Excise tax on investment income
- $25
Balance sheet and other
- Total assets, start of year
- $74,428
- Total assets, end of year
- $31,661
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,661
- Fair market value of assets
- $31,661
- Qualifying distributions
- $44,550
- Net investment income
- $1,783
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT B WILLUMSTAD C/O Goldman Sachs Ayco PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
| CAROL A WILLUMSTAD C/O Goldman Sachs Ayco PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT B WILLUMSTAD c/o Ayco Co LP NTG PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
| CAROL A WILLUMSTAD c/o Ayco Co LP NTG PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT B WILLUMSTAD c/o Ayco Co LP NTG PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
| CAROL A WILLUMSTAD c/o Ayco Co LP NTG PO Box 15201, Albany, NY 122125201 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 15201, ALBANY, NY 12212-5201
- In care of
- % GOLDMAN SACHS AYCO
- Signed the 990-PF
- Robert Willumstad, TRUSTEE
- Phone
- (518) 640-5000
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6785538
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $31,661
- Income (IRS master file)
- $46,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,783 | $44,550 | $31,661 | IRS |
| 990-PF | December 2024 | $3,859 | $13,550 | $74,428 | IRS |
| 990-PF | December 2023 | $4,578 | $27,000 | $84,119 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 20-6785538).
Questions about WILLUMSTAD FAMILY CHARITABLE TRUST
- What is the EIN of WILLUMSTAD FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WILLUMSTAD FAMILY CHARITABLE TRUST is 20-6785538.
- Is WILLUMSTAD FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WILLUMSTAD FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLUMSTAD FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLUMSTAD FAMILY CHARITABLE 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 WILLUMSTAD FAMILY CHARITABLE 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 WILLUMSTAD FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILLUMSTAD FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,783, expenses of $44,550 and total assets of $31,661 at year end.
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