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Nonprofit · EIN 30-6743898

ROBERT A BRAND CHARITABLE TRUST

Tax-exempt · PENNINGTON, NJ 08534

Financials

$3.4M$34K2024$193K$149K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT A BRAND CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$193,150$149,430$43,720$3,221,310$0$3,221,310
December 31, 2024990-PF$3,380,460$34,081$3,346,379$3,178,810$0$3,178,810
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$70,904
Net gain from sales of assets
$122,246

Expenses

Grants and similar amounts paid
$93,082
Compensation of officers, directors and key employees
$48,009
Disbursements for charitable purposes
$112,786
Excise tax on investment income
$1,934

Balance sheet and other

Total assets, start of year
$3,178,810
Total assets, end of year
$3,221,310
Total liabilities, end of year
$0
Net assets, end of year
$3,221,310
Fair market value of assets
$3,655,256
Qualifying distributions
$112,786
Net investment income
$170,212

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$48,009
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$32,660

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% ALEXANDRA LIO
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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
30-6743898
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
2026
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,221,310
Income (IRS master file)
$1,171,085

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$193,150$149,430$3,221,310IRS
990-PFDecember 2024$3,380,460$34,081$3,178,810XML

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 30-6743898).

Questions about ROBERT A BRAND CHARITABLE TRUST

What is the EIN of ROBERT A BRAND CHARITABLE TRUST?
The employer identification number (EIN) of ROBERT A BRAND CHARITABLE TRUST is 30-6743898.
Is ROBERT A BRAND CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to ROBERT A BRAND CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT A BRAND CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT A BRAND CHARITABLE TRUST 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 ROBERT A BRAND CHARITABLE TRUST 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 ROBERT A BRAND CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $48,009 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does ROBERT A BRAND CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $193,150, expenses of $149,430 and total assets of $3,221,310 at year end.

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