Nonprofit · EIN 23-7840492
THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST
Tax-exempt · SCRANTON, PA 18503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $32,678 | $71,864 | -$39,186 | $639,078 | $0 | $639,078 |
| April 30, 2025 | 990-PF | $113,154 | $68,133 | $45,021 | $678,266 | $0 | $678,266 |
| April 30, 2024 | 990-PF | $60,215 | $71,888 | -$11,673 | $633,246 | $0 | $633,246 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $17,165
- Interest
- $15,513
Expenses
- Grants and similar amounts paid
- $58,000
- Compensation of officers, directors and key employees
- $8,870
- Disbursements for charitable purposes
- $59,387
- Excise tax on investment income
- $311
Balance sheet and other
- Total assets, start of year
- $678,265
- Total assets, end of year
- $639,078
- Total liabilities, end of year
- $0
- Net assets, end of year
- $639,078
- Fair market value of assets
- $1,191,490
- Qualifying distributions
- $59,387
- Net investment income
- $32,678
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peoples Security Bank Trust Co 150 N Washington Ave, Scranton, PA 18503 | Trustee | 40 | $8,870 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peoples Security Bank Trust Co 150 N Washington Ave, Scranton, PA 18503 | Trustee | 40 | $8,515 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peoples Security Bank Trust Co 150 N Washington Ave, Scranton, PA 18503 | Trustee | 40 | $10,215 |
Address and contacts
- Address (IRS master file)
- 150 N WASHINGTON AVE, SCRANTON, PA 18503-1843
- In care of
- % ROBERT MCDANIEL TTEE
- Signed the 990-PF
- PEOPLES SECURITY BK TR, VP TRUST OFFICE
- Phone
- (570) 346-7741
- Return prepared by
- DELOITTE TAX 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7840492
- 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
- 1998
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $639,078
- Income (IRS master file)
- $107,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $32,678 | $71,864 | $639,078 | XML |
| 990-PF | April 2025 | $113,154 | $68,133 | $678,266 | XML |
| 990-PF | April 2024 | $60,215 | $71,888 | $633,246 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 23-7840492).
Questions about THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST
- What is the EIN of THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST?
- The employer identification number (EIN) of THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST is 23-7840492.
- Is THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $8,870 (Peoples Security Bank Trust Co, Trustee).
- How much revenue does THE ALBERT AND ANN MARGOLIES PERPETUAL CHARITABLE TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $32,678, expenses of $71,864 and total assets of $639,078 at year end.
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