Nonprofit · EIN 45-6633621
CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $568,464 | $576,291 | -$7,827 | $6,048,878 | $0 | $6,048,878 |
| January 31, 2025 | 990-PF | $866,486 | $725,204 | $141,282 | $6,044,187 | $0 | $6,044,187 |
| January 31, 2024 | 990-PF | $542,492 | $541,805 | $687 | $5,917,059 | $0 | $5,917,059 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $174,696
- Net gain from sales of assets
- $393,753
- Other income
- $15
Expenses
- Grants and similar amounts paid
- $471,078
- Compensation of officers, directors and key employees
- $90,977
- Disbursements for charitable purposes
- $489,523
- Excise tax on investment income
- $6,803
Balance sheet and other
- Total assets, start of year
- $6,044,187
- Total assets, end of year
- $6,048,878
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,048,878
- Fair market value of assets
- $9,885,915
- Qualifying distributions
- $489,523
- Net investment income
- $563,882
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 1 | $90,977 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $86,427 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $77,437 |
Address and contacts
- Address (IRS master file)
- 1 WEST 39TH STREET 5TH FLOOR, NEW YORK, NY 10018-0000
- In care of
- % HSBC BANK USA NA TRUSTEE
- Signed the 990-PF
- FOR HSBC BANK USA, VP
- Phone
- (212) 525-0561
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6633621
- 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
- 2023
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,048,878
- Income (IRS master file)
- $1,715,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $568,464 | $576,291 | $6,048,878 | IRS |
| 990-PF | January 2025 | $866,486 | $725,204 | $6,044,187 | XML |
| 990-PF | January 2024 | $542,492 | $541,805 | $5,917,059 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 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 45-6633621).
Questions about CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE
- What is the EIN of CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE?
- The employer identification number (EIN) of CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE is 45-6633621.
- Is CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $90,977 (HSBC BANK USA, TRUSTEE).
- How much revenue does CHARITABLE TRUST UA NINTH OF LWT OF AB LAPINE have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $568,464, expenses of $576,291 and total assets of $6,048,878 at year end.
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