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Nonprofit · EIN 46-4936550

SANDRA E LAMB CHARITABLE TRUST

Tax-exempt · PENNINGTON, NJ 08534

Financials

$431K$282K2023$463K$293K2024$556K$335K2025
Revenue Expenses · by fiscal year end
Financials of SANDRA E LAMB CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$555,705$335,121$220,584$5,181,493$0$5,181,493
January 31, 2025990-PF$463,091$293,249$169,842$4,961,838$0$4,961,838
January 31, 2024990-PF$430,658$281,823$148,835$4,792,812$0$4,792,812
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$139,067
Net gain from sales of assets
$416,638

Expenses

Grants and similar amounts paid
$240,496
Compensation of officers, directors and key employees
$84,090
Disbursements for charitable purposes
$274,132
Excise tax on investment income
$7,650

Balance sheet and other

Total assets, start of year
$4,961,838
Total assets, end of year
$5,181,493
Total liabilities, end of year
$0
Net assets, end of year
$5,181,493
Fair market value of assets
$5,971,585
Qualifying distributions
$274,132
Net investment income
$554,980

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$84,090
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$81,390
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$78,148

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA
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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
46-4936550
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
2014
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$5,181,493
Income (IRS master file)
$3,402,491

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$555,705$335,121$5,181,493XML
990-PFJanuary 2025$463,091$293,249$4,961,838XML
990-PFJanuary 2024$430,658$281,823$4,792,812XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––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 46-4936550).

Questions about SANDRA E LAMB CHARITABLE TRUST

What is the EIN of SANDRA E LAMB CHARITABLE TRUST?
The employer identification number (EIN) of SANDRA E LAMB CHARITABLE TRUST is 46-4936550.
Is SANDRA E LAMB CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SANDRA E LAMB CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SANDRA E LAMB CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SANDRA E LAMB CHARITABLE TRUST 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 SANDRA E LAMB CHARITABLE TRUST 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 SANDRA E LAMB CHARITABLE TRUST?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $84,090 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does SANDRA E LAMB CHARITABLE TRUST have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $555,705, expenses of $335,121 and total assets of $5,181,493 at year end.

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