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Nonprofit · EIN 38-3692424

LILLIAN M & FRANK M TAYLOR CHARITABLE TR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$231K$336K2022$265K$118K2023$408K$127K2024
Revenue Expenses · by fiscal year end
Financials of LILLIAN M & FRANK M TAYLOR CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$407,563$126,933$280,630$3,780,370$0$3,780,370
August 31, 2024990$265,298$117,772$147,526$3,490,731$0$3,490,731
August 31, 2023990$231,457$335,882-$104,425$3,344,409$0$3,344,409
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$407,563
Net gain from sales of assets
$310,931
Other revenue
$0

Expenses

Grants and similar amounts paid
$56,028
Compensation of officers, directors and key employees
$67,999
Salaries, compensation and benefits (total)
$67,999
Professional fundraising fees
$0
Program services (functional)
$83,228
Management and general (functional)
$43,705

Balance sheet and other

Total assets, start of year
$3,490,731
Total assets, end of year
$3,780,370
Total liabilities, end of year
$0
Net assets, end of year
$3,780,370
Gross receipts
$1,974,124
Employees
0
Year formed
1996
State of legal domicile
NJ

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
–$67,999
990 for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
–$62,325
990 for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
2$58,915

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH TRUST CO
Principal officer (990 for 2024)
BANK OF AMERICA, 1300 MERRILL LYNCH DRIVE, PENNINGTON, NJ 085341501
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

Mission

EDUCATIONAL AND MEDICAL

990 for the year ended August 31, 2025

Program accomplishments

  • MASONIC CHARITY TO SUPPORT FOR THE COMMUNITY
    Expenses $35,017 · grants $35,017
  • SPRINGPOINT FOUNDATION, INC.
    Expenses $21,010 · grants $21,010

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
38-3692424
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2007
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,780,370
Income (IRS master file)
$1,974,124

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$407,563$126,933$3,780,370XML
990August 2024$265,298$117,772$3,490,731XML
990August 2023$231,457$335,882$3,344,409XML
990August 2022$183,863$126,929$3,450,025IRS
990August 2021–––IRS
990August 2020–––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 38-3692424).

Questions about LILLIAN M & FRANK M TAYLOR CHARITABLE TR

What is the EIN of LILLIAN M & FRANK M TAYLOR CHARITABLE TR?
The employer identification number (EIN) of LILLIAN M & FRANK M TAYLOR CHARITABLE TR is 38-3692424.
Is LILLIAN M & FRANK M TAYLOR CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LILLIAN M & FRANK M TAYLOR CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LILLIAN M & FRANK M TAYLOR CHARITABLE TR 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 LILLIAN M & FRANK M TAYLOR CHARITABLE TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LILLIAN M & FRANK M TAYLOR CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of LILLIAN M & FRANK M TAYLOR CHARITABLE TR?
The 990 for the year ended August 31, 2025 names BANK OF AMERICA.
Who are the officers and directors of LILLIAN M & FRANK M TAYLOR CHARITABLE TR?
The 990 for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $67,999 (BANK OF AMERICA, TRUSTEE).
How much revenue does LILLIAN M & FRANK M TAYLOR CHARITABLE TR have?
On its 990 for the year ended August 31, 2025 it reported revenue of $407,563, expenses of $126,933 and total assets of $3,780,370 at year end.

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