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Nonprofit · EIN 33-6539349

CHARITABLE TR FOR SRH

Also known as EVERCORE TRUST COMPANY TTEE

Tax-exempt · NEW YORK, NY 10055

Financials

$1.6M$23K2025
Revenue Expenses · by fiscal year end
Financials of CHARITABLE TR FOR SRH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,602,482$23,199$1,579,283$1,599,608$20,758$1,578,850
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,593,815
Program service revenue
$0
Investment income
$8,667
Net gain from sales of assets
$759
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Management and general (functional)
$18,297
Fundraising (functional)
$4,902

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$1,599,608
Total liabilities, end of year
$20,758
Net assets, end of year
$1,578,850
Publicly traded securities
$232,674
Net assets without donor restrictions
$1,578,850
Gross receipts
$1,613,496
Employees
0
Year formed
2024
State of legal domicile
DE

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALEXANDRA EDWARDSCO-TRUSTEE
Trustee or director
1$0
AZADEH HARIRICO-TRUSTEE
Trustee or director
1$0
KIM SURRATTCO-TRUSTEE
Trustee or director
1$0
ANDREA SOBRATOCO-TRUSTEE
Trustee or director
1$0
DENISE PHILLIPSCO-TRUSTEE
Trustee or director
1$0
EVERCORE TRUST COMPANYADMINISTRATIVE TRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
55 EAST 52ND STREET, NEW YORK, NY 10055-0002
In care of
% STACY CROSS
Signed the 990
RICHARD DILEO, ETCNA AS TRUSTE
Return prepared by
ERNST & YOUNG US LLP

Mission

The CTSRH funds the future of patient and learner experiences in advancing sexual and reproductive health and knowledge.

990 for the year ended December 31, 2025

Program accomplishments

  • During the year, the CTSRH focused on capacity building and infrastructure development to support its core mission of building a funding reserve to ensure that Planned Parenthood Mar Monte can continue to provide high quality health care and education long into the future.
    Expenses $23,199 · revenue $8,667

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025No data
2023December 31, 2023May 15, 2024No data

IRS record

EIN
33-6539349
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2025
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E12)
Assets (IRS master file)
$1,599,608
Income (IRS master file)
$1,613,496

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––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 CHARITABLE TR FOR SRH

What is the EIN of CHARITABLE TR FOR SRH?
The employer identification number (EIN) of CHARITABLE TR FOR SRH is 33-6539349.
Is CHARITABLE TR FOR SRH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to CHARITABLE TR FOR SRH tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHARITABLE TR FOR SRH file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARITABLE TR FOR SRH 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 CHARITABLE TR FOR SRH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of CHARITABLE TR FOR SRH?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does CHARITABLE TR FOR SRH have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,602,482, expenses of $23,199 and total assets of $1,599,608 at year end.

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