Nonprofit · EIN 52-6512991
JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391
Also known as KATHLEEN CHAMBERLIN TTEE
Tax-exempt · CROFTON, MD 21114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $17,433 | $27,925 | -$10,492 | $305,782 | $0 | $305,782 |
| August 31, 2024 | 990-PF | $612 | $27,492 | -$26,880 | $316,792 | $0 | $316,792 |
| August 31, 2023 | 990-PF | $16,718 | $26,428 | -$9,710 | $345,811 | $0 | $345,811 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $17,398
- Interest
- $35
Expenses
- Grants and similar amounts paid
- $22,000
- Compensation of officers, directors and key employees
- $3,609
- Disbursements for charitable purposes
- $22,116
- Excise tax on investment income
- $162
Balance sheet and other
- Total assets, start of year
- $318,792
- Total assets, end of year
- $305,782
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,782
- Fair market value of assets
- $456,520
- Qualifying distributions
- $22,116
- Net investment income
- $17,433
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Chamberlin 2191 Defense Highway, Crofton, MD 21114 | Trustee | 4 | $3,609 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Chamberlin 2191 Defense Highway, Crofton, MD 21114 | Trustee | 4 | $3,381 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Chamberlin 2191 Defense Highway, Crofton, MD 21114 | Trustee | 4 | $3,478 |
Address and contacts
- Address (IRS master file)
- 2191 DEFENSE HWY STE 220, CROFTON, MD 21114-2942
- Signed the 990-PF
- Kathleen Chamberlin, Trustee
- Phone
- (410) 451-4010
- Return prepared by
- Janice E Scrivens 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 52-6512991
- 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
- 2000
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $305,782
- Income (IRS master file)
- $17,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $17,433 | $27,925 | $305,782 | XML |
| 990-PF | August 2024 | $612 | $27,492 | $316,792 | XML |
| 990-PF | August 2023 | $16,718 | $26,428 | $345,811 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 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 52-6512991).
Questions about JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391
- What is the EIN of JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391?
- The employer identification number (EIN) of JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 is 52-6512991.
- Is JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 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 JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,609 (Kathleen Chamberlin, Trustee).
- How much revenue does JOSEPH W STANLEY CHAR REMAINDER ANNUITY TR UA 120391 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $17,433, expenses of $27,925 and total assets of $305,782 at year end.
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