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Nonprofit · EIN 23-6875203

ROBERT SALIGMAN CHARITABLE TRUST

Also known as SALIGMAN ALICE TTEE

Tax-exempt · BALA CYNWYD, PA 19004

Financials

$312K$983K2023$1.5M$938K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT SALIGMAN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,536,598$937,830$598,768$10,162,878$0$10,162,878
December 31, 2023990-PF$311,562$983,230-$671,668$9,564,110$0$9,564,110
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$226,652
Interest
$56,415
Net gain from sales of assets
$1,253,531

Expenses

Grants and similar amounts paid
$872,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$875,589
Excise tax on investment income
$20,494

Balance sheet and other

Total assets, start of year
$9,564,110
Total assets, end of year
$10,162,878
Total liabilities, end of year
$0
Net assets, end of year
$10,162,878
Fair market value of assets
$20,835,267
Qualifying distributions
$875,589
Net investment income
$1,536,598

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROLYN SALIGMAN
C/O ISDANER ONE BALA PLAZA STE 502, BALA CYNWYD, PA 19004
TRUSTEE0$0
MARGARET SALIGMAN
C/O ISDANER ONE BALA PLAZA STE 502, BALA CYNWYD, PA 19004
TRUSTEE0$0
LAURY SALIGMAN
C/O ISDANER ONE BALA PLAZA STE 502, BALA CYNWYD, PA 19004
TRUSTEE0$0
LYNN SALIGMAN
C/O ISDANER ONE BALA PLAZA STE 502, BALA CYNWYD, PA 19004
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CAROLYN SALIGMAN
C/O ISDANER 3 BALA PLAZA STE 501 W, BALA CYNWYD, PA 19004
TRUSTEE0$0
MARGARET SALIGMAN
C/O ISDANER 3 BALA PLAZA STE 501 W, BALA CYNWYD, PA 19004
TRUSTEE0$0
LAURY SALIGMAN
C/O ISDANER 3 BALA PLAZA STE 501 W, BALA CYNWYD, PA 19004
TRUSTEE0$0
LYNN SALIGMAN
C/O ISDANER 3 BALA PLAZA STE 501 W, BALA CYNWYD, PA 19004
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO ISDANER ONE BALA PLAZA STE 502, BALA CYNWYD, PA 19004-0000
In care of
% ISDANER
Signed the 990-PF
LYNN SALIGMAN, TRUSTEE
Phone
(610) 668-4200
Return prepared by
ISDANER & COMPANY LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6875203
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,162,878
Income (IRS master file)
$2,275,566

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,536,598$937,830$10,162,878IRS
990-PFDecember 2023$311,562$983,230$9,564,110XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 23-6875203).

Questions about ROBERT SALIGMAN CHARITABLE TRUST

What is the EIN of ROBERT SALIGMAN CHARITABLE TRUST?
The employer identification number (EIN) of ROBERT SALIGMAN CHARITABLE TRUST is 23-6875203.
Is ROBERT SALIGMAN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to ROBERT SALIGMAN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT SALIGMAN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT SALIGMAN CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT SALIGMAN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERT SALIGMAN CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does ROBERT SALIGMAN CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,536,598, expenses of $937,830 and total assets of $10,162,878 at year end.

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