Nonprofit · EIN 91-6549738
RUTH E BATES CHARITABLE TRUST
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $97,601 | $44,722 | $52,879 | $666,071 | $0 | $666,071 |
| March 31, 2024 | 990-PF | $44,089 | $40,842 | $3,247 | $613,611 | $0 | $613,611 |
| March 31, 2023 | 990-PF | $60,507 | $44,047 | $16,460 | $610,452 | $0 | $610,452 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $13,931
- Net gain from sales of assets
- $83,642
- Other income
- $28
Expenses
- Grants and similar amounts paid
- $29,385
- Compensation of officers, directors and key employees
- $14,796
- Disbursements for charitable purposes
- $35,303
- Excise tax on investment income
- $1,227
Balance sheet and other
- Total assets, start of year
- $613,611
- Total assets, end of year
- $666,071
- Total liabilities, end of year
- $0
- Net assets, end of year
- $666,071
- Fair market value of assets
- $791,339
- Qualifying distributions
- $35,303
- Net investment income
- $97,401
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $14,796 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $12,344 |
990-PF for the year ended March 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 1 | $12,014 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6549738
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2002
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $666,071
- Income (IRS master file)
- $695,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $97,601 | $44,722 | $666,071 | XML |
| 990-PF | March 2024 | $44,089 | $40,842 | $613,611 | XML |
| 990-PF | March 2023 | $60,507 | $44,047 | $610,452 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 91-6549738).
Questions about RUTH E BATES CHARITABLE TRUST
- What is the EIN of RUTH E BATES CHARITABLE TRUST?
- The employer identification number (EIN) of RUTH E BATES CHARITABLE TRUST is 91-6549738.
- Is RUTH E BATES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Which annual return does RUTH E BATES CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH E BATES CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH E BATES CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of RUTH E BATES CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,796 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does RUTH E BATES CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $97,601, expenses of $44,722 and total assets of $666,071 at year end.
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