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Nonprofit · EIN 35-7134916

MARION AND HERBERT HESS CHARITABLE TR

Also known as GREGORY J POND TTEE

Tax-exempt · EAST MEADOW, NY 11554

Financials

$169K$296K2023$417K$320K2024
Revenue Expenses · by fiscal year end
Financials of MARION AND HERBERT HESS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$416,517$319,789$96,728$4,742,056$1,299$4,740,757
December 31, 2023990-PF$169,094$295,984-$126,890$4,645,580$1,551$4,644,029
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$151,358
Interest
$37,534
Net gain from sales of assets
$192,583
Other income
$35,042

Expenses

Grants and similar amounts paid
$223,361
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$233,492
Excise tax on investment income
$4,103

Balance sheet and other

Total assets, start of year
$4,645,580
Total assets, end of year
$4,742,056
Total liabilities, end of year
$1,299
Net assets, end of year
$4,740,757
Fair market value of assets
$4,874,207
Qualifying distributions
$233,492
Net investment income
$381,475

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
GREGORY J POND
90 MERRICK AVE, EAST MEADOW, NY 11554
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
GREGORY J POND
90 MERRICK AVE, EAST MEADOW, NY 11554
TRUSTEE5$0

Address and contacts

Address (IRS master file)
90 MERRICK AVE FL 9, EAST MEADOW, NY 11554-1500
In care of
% GREGORY POND
Signed the 990-PF
GREGORY J POND, TRUSTEE
Phone
(516) 296-7000
Return prepared by
EISNER ADVISORY GROUP LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-7134916
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)
$4,742,056
Income (IRS master file)
$6,474,818

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$169,094$295,984$4,645,580IRS
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 MARION AND HERBERT HESS CHARITABLE TR

What is the EIN of MARION AND HERBERT HESS CHARITABLE TR?
The employer identification number (EIN) of MARION AND HERBERT HESS CHARITABLE TR is 35-7134916.
Is MARION AND HERBERT HESS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to MARION AND HERBERT HESS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARION AND HERBERT HESS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARION AND HERBERT HESS CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARION AND HERBERT HESS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MARION AND HERBERT HESS CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does MARION AND HERBERT HESS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $416,517, expenses of $319,789 and total assets of $4,742,056 at year end.

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