Nonprofit · EIN 58-6262964
JACOB LICHMAN IRREV MEMORIAL TRUST
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $103,054 | $62,864 | $40,190 | $902,924 | $0 | $902,924 |
| December 31, 2023 | 990-PF | $42,201 | $61,262 | -$19,061 | $863,191 | $0 | $863,191 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $20,649
- Net gain from sales of assets
- $82,072
- Other income
- $333
Expenses
- Grants and similar amounts paid
- $42,489
- Compensation of officers, directors and key employees
- $20,067
- Disbursements for charitable purposes
- $54,529
- Excise tax on investment income
- $1,308
Balance sheet and other
- Total assets, start of year
- $863,191
- Total assets, end of year
- $902,924
- Total liabilities, end of year
- $0
- Net assets, end of year
- $902,924
- Fair market value of assets
- $1,226,477
- Qualifying distributions
- $54,529
- Net investment income
- $102,425
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $20,067 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $17,938 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH BANK & TRUST CO
- Signed the 990-PF
- BANK OF AMERICA N A, TRUSTEE
- Phone
- (212) 852-3049
- Return prepared by
- PWC US 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6262964
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $902,924
- Income (IRS master file)
- $501,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $103,054 | $62,864 | $902,924 | IRS |
| 990-PF | December 2023 | $42,201 | $61,262 | $863,191 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 58-6262964).
Questions about JACOB LICHMAN IRREV MEMORIAL TRUST
- What is the EIN of JACOB LICHMAN IRREV MEMORIAL TRUST?
- The employer identification number (EIN) of JACOB LICHMAN IRREV MEMORIAL TRUST is 58-6262964.
- Is JACOB LICHMAN IRREV MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JACOB LICHMAN IRREV MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOB LICHMAN IRREV MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOB LICHMAN IRREV MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOB LICHMAN IRREV MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JACOB LICHMAN IRREV MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $20,067 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does JACOB LICHMAN IRREV MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $103,054, expenses of $62,864 and total assets of $902,924 at year end.
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