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Nonprofit · EIN 52-1174287

PEGGY & YALE GORDON CHCARITABLE TR

Tax-exempt · TOWSON, MD 21204

Financials

$267K$408K2023$433K$392K2024$632K$477K2025
Revenue Expenses · by fiscal year end
Financials of PEGGY & YALE GORDON CHCARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$632,353$476,628$155,725$3,347,883$0$3,347,883
December 31, 2024990-PF$432,956$391,934$41,022$3,192,158$0$3,192,158
December 31, 2023990-PF$267,390$407,656-$140,266$3,151,136$0$3,151,136
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$88,832
Interest
$2,974
Net gain from sales of assets
$540,547

Expenses

Grants and similar amounts paid
$376,500
Disbursements for charitable purposes
$417,225
Excise tax on investment income
$8,079

Balance sheet and other

Total assets, start of year
$3,192,158
Total assets, end of year
$3,347,883
Total liabilities, end of year
$0
Net assets, end of year
$3,347,883
Fair market value of assets
$9,442,405
Qualifying distributions
$417,225
Net investment income
$632,353

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHYLLIS C FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
EXEC DIR/TTE5$0
LOUIS F FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
CHARLES J BISHOW
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
MATTHEW N DAVIS
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
SARA R FULD
17 RIVER OAKS CIRCLE, BALTIMORE, MD 21208
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
PHYLLIS C FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
EXEC DIR/TTE5$0
LOUIS F FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
CHARLES J BISHOW
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
MATTHEW N DAVIS
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
SARA R FULD
17 RIVER OAKS CIRCLE, BALTIMORE, MD 21208
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
PHYLLIS C FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
EXEC DIR/TTE5$0
LOUIS F FRIEDMAN
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
CHARLES J BISHOW
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
MATTHEW N DAVIS
409 WASHINGTON AVENUE SUITE 900, TOWSON, MD 21204
TRUSTEE1$0
SARA R FULD
17 RIVER OAKS CIRCLE, BALTIMORE, MD 21208
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
409 WASHINGTON AVE STE 900, TOWSON, MD 21204-4905
Signed the 990-PF
PHYLLIS C FRIEDMAN, EXEC DIR/TTEE
Phone
(410) 494-0100
Return prepared by
FRIEDMAN & FRIEDMAN 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 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1174287
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,347,883
Income (IRS master file)
$1,197,478

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$632,353$476,628$3,347,883XML
990-PFDecember 2024$432,956$391,934$3,192,158XML
990-PFDecember 2023$267,390$407,656$3,151,136XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 52-1174287).

Questions about PEGGY & YALE GORDON CHCARITABLE TR

What is the EIN of PEGGY & YALE GORDON CHCARITABLE TR?
The employer identification number (EIN) of PEGGY & YALE GORDON CHCARITABLE TR is 52-1174287.
Is PEGGY & YALE GORDON CHCARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to PEGGY & YALE GORDON CHCARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PEGGY & YALE GORDON CHCARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PEGGY & YALE GORDON CHCARITABLE TR 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 PEGGY & YALE GORDON CHCARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PEGGY & YALE GORDON CHCARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PEGGY & YALE GORDON CHCARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $632,353, expenses of $476,628 and total assets of $3,347,883 at year end.

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