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Nonprofit · EIN 30-6670694

JOE AND TERESA LONG CHAR TR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$97K$70K2023$91K$79K2024
Revenue Expenses · by fiscal year end
Financials of JOE AND TERESA LONG CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$91,398$78,993$12,405$1,934,939$0$1,934,939
December 31, 2023990$97,321$69,873$27,448$1,924,250$0$1,924,250
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$91,398
Net gain from sales of assets
$38,818
Other revenue
$0

Expenses

Grants and similar amounts paid
$62,970
Compensation of officers, directors and key employees
$15,525
Salaries, compensation and benefits (total)
$15,525
Professional fundraising fees
$0
Program services (functional)
$72,282
Management and general (functional)
$6,711

Balance sheet and other

Total assets, start of year
$1,924,250
Total assets, end of year
$1,934,939
Total liabilities, end of year
$0
Net assets, end of year
$1,934,939
Publicly traded securities
$1,869,389
Net assets without donor restrictions
$1,934,939
Gross receipts
$1,554,065
Employees
0
Year formed
2020
State of legal domicile
TX

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
2$15,332
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
2$12,918

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA TTEE
Principal officer (990 for 2024)
BANK OF AMERICA, PO BOX 1532, PENNINGTON, NJ 08534
Signed the 990
BANK OF AMERICA N A, TRUSTEE
Phone
(212) 852-3049
Return prepared by
PWC US TAX LLP

Mission

TO DISTRIBUTE MONEY TO: BENEFIT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO AND BENEFIT TERESA LOZANO LONG INSTITUTE OF LATIN AMERICAN STUDIES AT THE UNIVERSITY OF TEXAS AT AUSTIN

990 for the year ended December 31, 2024

Program accomplishments

  • THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
    Expenses $47,228 · grants $47,228
  • THE UNIVERSITY OF TEXAS AT AUSIN
    Expenses $15,743 · grants $15,743

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
30-6670694
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,934,939
Income (IRS master file)
$1,554,065

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$91,398$78,993$1,934,939IRS
990December 2023$97,321$69,873$1,924,250XML
990December 2022-$23,616$106,135$1,897,364IRS

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 30-6670694).

Questions about JOE AND TERESA LONG CHAR TR

What is the EIN of JOE AND TERESA LONG CHAR TR?
The employer identification number (EIN) of JOE AND TERESA LONG CHAR TR is 30-6670694.
Is JOE AND TERESA LONG CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to JOE AND TERESA LONG CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does JOE AND TERESA LONG CHAR TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOE AND TERESA LONG CHAR TR 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 JOE AND TERESA LONG CHAR TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JOE AND TERESA LONG CHAR TR?
The 990 for the year ended December 31, 2024 names BANK OF AMERICA.
Who are the officers and directors of JOE AND TERESA LONG CHAR TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $15,332 (BANK OF AMERICA NA, TRUSTEE).
How much revenue does JOE AND TERESA LONG CHAR TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $91,398, expenses of $78,993 and total assets of $1,934,939 at year end.

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