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Nonprofit · EIN 30-6701992

JUANITA POWELL CHAR TR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$12K$86K2023$82K$95K2024$172K$102K2025
Revenue Expenses · by fiscal year end
Financials of JUANITA POWELL CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$172,151$101,783$70,368$1,795,925$0$1,795,925
December 31, 2024990-PF$82,423$95,451-$13,028$1,725,980$0$1,725,980
December 31, 2023990-PF$11,788$85,987-$74,199$1,739,305$0$1,739,305
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$45,486
Net gain from sales of assets
$126,665

Expenses

Grants and similar amounts paid
$78,971
Compensation of officers, directors and key employees
$19,690
Disbursements for charitable purposes
$87,047
Excise tax on investment income
$2,206

Balance sheet and other

Total assets, start of year
$1,725,980
Total assets, end of year
$1,795,925
Total liabilities, end of year
$0
Net assets, end of year
$1,795,925
Fair market value of assets
$2,232,969
Qualifying distributions
$87,047
Net investment income
$171,823

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
TRUSTEE2$19,690
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$18,397
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$16,247

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
30-6701992
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
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,795,925
Income (IRS master file)
$778,121

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$172,151$101,783$1,795,925IRS
990-PFDecember 2024$82,423$95,451$1,725,980IRS
990-PFDecember 2023$11,788$85,987$1,739,305XML
990-PFDecember 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 30-6701992).

Questions about JUANITA POWELL CHAR TR

What is the EIN of JUANITA POWELL CHAR TR?
The employer identification number (EIN) of JUANITA POWELL CHAR TR is 30-6701992.
Is JUANITA POWELL CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to JUANITA POWELL CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUANITA POWELL CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JUANITA POWELL CHAR TR 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 JUANITA POWELL CHAR TR 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 JUANITA POWELL CHAR TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,690 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does JUANITA POWELL CHAR TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $172,151, expenses of $101,783 and total assets of $1,795,925 at year end.

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