Nonprofit · EIN 27-6730001
LOIS D SCHENCK IRRV TR 01162009
Tax-exempt · BEDMINSTER, NJ 07921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $293,046 | $398,816 | -$105,770 | $1,431,254 | $0 | $1,431,254 |
| December 31, 2024 | 990-PF | $100,826 | $47,200 | $53,626 | $1,536,993 | $0 | $1,536,993 |
| December 31, 2023 | 990-PF | $145,184 | $199,901 | -$54,717 | $1,483,279 | $0 | $1,483,279 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $82,664
- Net gain from sales of assets
- $210,382
Expenses
- Grants and similar amounts paid
- $349,000
- Compensation of officers, directors and key employees
- $47,916
- Disbursements for charitable purposes
- $362,479
- Excise tax on investment income
- $3,572
Balance sheet and other
- Total assets, start of year
- $1,536,993
- Total assets, end of year
- $1,431,254
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,431,254
- Fair market value of assets
- $3,931,698
- Qualifying distributions
- $362,479
- Net investment income
- $293,046
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 |
|---|---|---|---|
| PEAPACK-GLADSTONE BANK PO BOX 700, BEDMINSTER, NJ 07921 | TRUSTEE | 1 | $47,916 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEAPACK-GLADSTONE BANK PO BOX 700, BEDMINSTER, NJ 07921 | TRUSTEE | 1 | $46,038 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEAPACK-GLADSTONE BANK PO BOX 700, BEDMINSTER, NJ 07921 | TRUSTEE | 1 | $41,914 |
Address and contacts
- Address (IRS master file)
- PO BOX 700, BEDMINSTER, NJ 07921-0700
- In care of
- % PEAPACK-GLADSTONE BANK TTEE
- Signed the 990-PF
- PEAPACK GLADSTONE BANK BY, TRUSTEE
- Phone
- (908) 719-3313
- Return prepared by
- PWC US 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 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
- 27-6730001
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,431,254
- Income (IRS master file)
- $772,733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $293,046 | $398,816 | $1,431,254 | IRS |
| 990-PF | December 2024 | $100,826 | $47,200 | $1,536,993 | IRS |
| 990-PF | December 2023 | $145,184 | $199,901 | $1,483,279 | XML |
| 990-PF | December 2022 | – | – | – | 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 27-6730001).
Questions about LOIS D SCHENCK IRRV TR 01162009
- What is the EIN of LOIS D SCHENCK IRRV TR 01162009?
- The employer identification number (EIN) of LOIS D SCHENCK IRRV TR 01162009 is 27-6730001.
- Is LOIS D SCHENCK IRRV TR 01162009 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LOIS D SCHENCK IRRV TR 01162009 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOIS D SCHENCK IRRV TR 01162009 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOIS D SCHENCK IRRV TR 01162009 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 LOIS D SCHENCK IRRV TR 01162009 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 LOIS D SCHENCK IRRV TR 01162009?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $47,916 (PEAPACK-GLADSTONE BANK, TRUSTEE).
- How much revenue does LOIS D SCHENCK IRRV TR 01162009 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $293,046, expenses of $398,816 and total assets of $1,431,254 at year end.
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