Nonprofit · EIN 52-7172674
WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $211,263 | $209,541 | $1,722 | $2,757,775 | $0 | $2,757,775 |
| April 30, 2025 | 990-PF | $235,743 | $164,168 | $71,575 | $2,756,054 | $0 | $2,756,054 |
| April 30, 2024 | 990-PF | $183,603 | $148,146 | $35,457 | $2,684,477 | $0 | $2,684,477 |
| April 30, 2022 | 990-PF | $214,882 | $202,900 | $11,982 | $2,671,859 | $0 | $2,671,859 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $102,176
- Net gain from sales of assets
- $109,087
Expenses
- Grants and similar amounts paid
- $181,536
- Compensation of officers, directors and key employees
- $22,977
- Disbursements for charitable purposes
- $190,727
- Excise tax on investment income
- $2,727
Balance sheet and other
- Total assets, start of year
- $2,756,054
- Total assets, end of year
- $2,757,775
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,757,775
- Fair market value of assets
- $3,654,413
- Qualifying distributions
- $190,727
- Net investment income
- $211,263
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $22,977 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $23,356 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $20,448 |
990-PF for the year ended April 30, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $25,573 |
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 52-7172674
- 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
- 2002
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,757,775
- Income (IRS master file)
- $317,415
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $211,263 | $209,541 | $2,757,775 | XML |
| 990-PF | April 2025 | $235,743 | $164,168 | $2,756,054 | XML |
| 990-PF | April 2024 | $183,603 | $148,146 | $2,684,477 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $214,882 | $202,900 | $2,671,859 | XML |
| 990-PF | April 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 52-7172674).
Questions about WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST
- What is the EIN of WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST?
- The employer identification number (EIN) of WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST is 52-7172674.
- Is WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $22,977 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does WILLIAM H AND LILLIAN DOLDE CHARITABLE TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $211,263, expenses of $209,541 and total assets of $2,757,775 at year end.
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