Nonprofit · EIN 20-6503333
MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275
Also known as SOVEREIGN BANK TTEE
Tax-exempt · WALL, NJ 07719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,514 | $61,792 | -$21,278 | $662,789 | $0 | $662,789 |
| December 31, 2024 | 990-PF | $47,021 | $54,597 | -$7,576 | $684,019 | $0 | $684,019 |
| December 31, 2023 | 990-PF | $24,323 | $50,373 | -$26,050 | $691,533 | $0 | $691,533 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,736
- Net gain from sales of assets
- $17,778
Expenses
- Grants and similar amounts paid
- $46,000
- Compensation of officers, directors and key employees
- $12,180
- Disbursements for charitable purposes
- $49,795
- Excise tax on investment income
- $408
Balance sheet and other
- Total assets, start of year
- $684,019
- Total assets, end of year
- $662,789
- Total liabilities, end of year
- $0
- Net assets, end of year
- $662,789
- Fair market value of assets
- $1,015,140
- Qualifying distributions
- $49,795
- Net investment income
- $40,514
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARDEN STATE TRUST COMPANY 2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719 | TRUSTEE | 1 | $12,180 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARDEN STATE TRUST COMPANY 2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719 | TRUSTEE | 1 | $11,223 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARDEN STATE TRUST COMPANY 2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719 | TRUSTEE | 1 | $10,215 |
Address and contacts
- Address (IRS master file)
- 2101 HIGHWAY 34 SOUTH SUITE A, WALL, NJ 07719-9172
- In care of
- % SOVEREIGN BANK PRIVATE WEALTH MGT
- Signed the 990-PF
- KERRI BOCKIN, TAX OFFICER
- Phone
- (732) 255-5000
- Return prepared by
- KPMG 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 | 990-PF 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
- 20-6503333
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $662,789
- Income (IRS master file)
- $83,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,514 | $61,792 | $662,789 | IRS |
| 990-PF | December 2024 | $47,021 | $54,597 | $684,019 | IRS |
| 990-PF | December 2023 | $24,323 | $50,373 | $691,533 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-6503333).
Questions about MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275
- What is the EIN of MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275?
- The employer identification number (EIN) of MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 is 20-6503333.
- Is MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 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 MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 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 MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,180 (GARDEN STATE TRUST COMPANY, TRUSTEE).
- How much revenue does MILDRED A MCCOMB CHARITABLE REMAINDER TR 28715000275 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,514, expenses of $61,792 and total assets of $662,789 at year end.
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