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Nonprofit · EIN 30-6529677

WILLIAM E CHATLOS FOUNDATION

Tax-exempt · PENNINGTON, NJ 08534

Financials

$3.7M$1.1M2024$8.4M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM E CHATLOS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,363,271$1,516,115$6,847,156$29,208,006$0$29,208,006
December 31, 2024990-PF$3,717,110$1,129,417$2,587,693$25,037,679$0$25,037,679
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,005,325
Dividends
$870,040
Net gain from sales of assets
$4,487,906

Expenses

Grants and similar amounts paid
$1,217,661
Compensation of officers, directors and key employees
$199,561
Disbursements for charitable purposes
$1,297,486
Excise tax on investment income
$72,180

Balance sheet and other

Total assets, start of year
$25,037,679
Total assets, end of year
$29,208,006
Total liabilities, end of year
$0
Net assets, end of year
$29,208,006
Fair market value of assets
$35,077,939
Qualifying distributions
$1,297,486
Net investment income
$5,332,729

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE2$192,561
MILTON D ROEGNER
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
JENNIFER RUDEN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WILLIAM E CHATLOS
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WILLIAM D PIENIADZ
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
AIMEE TROY
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WALTER ZIMMERMANN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
ROBERT SPIELMAN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE2$178,793
MILTON D ROEGNER
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
JENNIFER RUDEN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WILLIAM E CHATLOS
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WILLIAM D PIENIADZ
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
G RICHARD GARMAN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
WALTER ZIMMERMANN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000
ROBERT SPIELMAN
PO BOX 1532, PENNINGTON, NJ 08534
CO-TRUSTEE1$1,000

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6529677
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,208,006
Income (IRS master file)
$19,918,388

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,363,271$1,516,115$29,208,006XML
990-PFDecember 2024$3,717,110$1,129,417$25,037,679IRS
990-PFDecember 2023$8,867,444$1,073,609$23,423,803IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WILLIAM E CHATLOS FOUNDATION

What is the EIN of WILLIAM E CHATLOS FOUNDATION?
The employer identification number (EIN) of WILLIAM E CHATLOS FOUNDATION is 30-6529677.
Is WILLIAM E CHATLOS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to WILLIAM E CHATLOS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM E CHATLOS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM E CHATLOS FOUNDATION 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 WILLIAM E CHATLOS FOUNDATION 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 WILLIAM E CHATLOS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $192,561 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does WILLIAM E CHATLOS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,363,271, expenses of $1,516,115 and total assets of $29,208,006 at year end.

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