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Nonprofit · EIN 36-6655065

THE ROBERTA L ANGELL TRUST

Tax-exempt · PENNINGTON, NJ 08534

Financials

$40K$109K2023$128K$151K2024
Revenue Expenses · by fiscal year end
Financials of THE ROBERTA L ANGELL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$128,208$151,463-$23,255$2,811,496$0$2,811,496
May 31, 2024990-PF$39,994$109,255-$69,261$2,834,315$0$2,834,315
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$72,244
Net gain from sales of assets
$55,964

Expenses

Grants and similar amounts paid
$136,093
Compensation of officers, directors and key employees
$12,281
Disbursements for charitable purposes
$141,035
Excise tax on investment income
$1,650

Balance sheet and other

Total assets, start of year
$2,834,315
Total assets, end of year
$2,811,496
Total liabilities, end of year
$0
Net assets, end of year
$2,811,496
Fair market value of assets
$3,236,237
Qualifying distributions
$141,035
Net investment income
$128,156

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE1$12,281
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE1$10,975

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% CONTL ILL BK AND TR CO OF CHGO
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 May, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
36-6655065
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
1982
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$2,811,496
Income (IRS master file)
$857,580

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$128,208$151,463$2,811,496XML
990-PFMay 2024$39,994$109,255$2,834,315XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 36-6655065).

Questions about THE ROBERTA L ANGELL TRUST

What is the EIN of THE ROBERTA L ANGELL TRUST?
The employer identification number (EIN) of THE ROBERTA L ANGELL TRUST is 36-6655065.
Is THE ROBERTA L ANGELL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to THE ROBERTA L ANGELL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROBERTA L ANGELL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROBERTA L ANGELL TRUST due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ROBERTA L ANGELL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of THE ROBERTA L ANGELL TRUST?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,281 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does THE ROBERTA L ANGELL TRUST have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $128,208, expenses of $151,463 and total assets of $2,811,496 at year end.

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