Nonprofit · EIN 20-7478599
GOTTLIEB CHARITABLE TR
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $76,542 | $88,649 | -$12,107 | $2,401,803 | $0 | $2,401,803 |
| June 30, 2024 | 990 | $167,916 | $115,842 | $52,074 | $2,409,652 | $0 | $2,409,652 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $76,542
- Net gain from sales of assets
- $909
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $51,394
- Compensation of officers, directors and key employees
- $37,097
- Salaries, compensation and benefits (total)
- $37,097
- Professional fundraising fees
- $0
- Program services (functional)
- $66,233
- Management and general (functional)
- $22,416
Balance sheet and other
- Total assets, start of year
- $2,409,652
- Total assets, end of year
- $2,401,803
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,401,803
- Gross receipts
- $1,865,808
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- NJ
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | 1 | $37,097 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE Institutional trustee | 2 | $35,079 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH BANK & TRUST CO
- Principal officer (990 for 2024)
- Bank of America, PO BOX 1532, Pennington, NJ 085341501
- Signed the 990
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
Mission
SUPPORT OUR LADY OF ANGELS PARISH
Program accomplishments
- OUR LADY OF ANGELS PARISHExpenses $51,394 · grants $51,394
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-7478599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,401,803
- Income (IRS master file)
- $1,865,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $76,542 | $88,649 | $2,401,803 | XML |
| 990 | June 2024 | $167,916 | $115,842 | $2,409,652 | XML |
| 990 | June 2023 | $123,221 | $75,437 | $2,355,386 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 20-7478599).
Questions about GOTTLIEB CHARITABLE TR
- What is the EIN of GOTTLIEB CHARITABLE TR?
- The employer identification number (EIN) of GOTTLIEB CHARITABLE TR is 20-7478599.
- Is GOTTLIEB CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to GOTTLIEB CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does GOTTLIEB CHARITABLE TR 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 GOTTLIEB CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GOTTLIEB CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GOTTLIEB CHARITABLE TR?
- The 990 for the year ended June 30, 2025 names Bank of America.
- Who are the officers and directors of GOTTLIEB CHARITABLE TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,097 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does GOTTLIEB CHARITABLE TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $76,542, expenses of $88,649 and total assets of $2,401,803 at year end.
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