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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-7180671

THE ROBERT E GALLAGHER CHARITABLE TRUST

Also known as ARTHUR J GALLAGHER & CO

Tax-exempt · GLENVIEW, IL 60025

Financials

$6.9M$6.1M2023$9.3M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of THE ROBERT E GALLAGHER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,285,549$7,130,042$2,155,507$28,556,167$0$28,556,167
December 31, 2023990-PF$6,936,645$6,074,347$862,298$26,350,660$0$26,350,660
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$1,722,598
Interest
$7,316
Net gain from sales of assets
$7,618,320
Other income
-$62,685

Expenses

Grants and similar amounts paid
$6,770,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,911,129
Excise tax on investment income
$103,666

Balance sheet and other

Total assets, start of year
$26,350,660
Total assets, end of year
$28,556,167
Total liabilities, end of year
$0
Net assets, end of year
$28,556,167
Fair market value of assets
$165,972,396
Qualifying distributions
$6,911,129
Net investment income
$7,556,918

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBERT E GALLAGHER JR
625 YORK ROAD, GLENVIEW, IL 600254474
TRUSTEE0$0
ANNE GALLAGHER
809 WESTERFIELD, WILMETTE, IL 60091
TRUSTEE0$0
ISABEL GLADING
4827 FORT SUMNER DR, BETHESDA, MD 20816
TRUSTEE0$0
KATHERINE GOESE
2435 PASEO DORADO, LA JOLLA, CA 92037
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ROBERT E GALLAGHER JR
625 YORK ROAD, GLENVIEW, IL 600254474
TRUSTEE0$0
ANNE GALLAGHER
809 WESTERFIELD, WILMETTE, IL 60091
TRUSTEE0$0
ISABEL GLADING
4827 FORT SUMNER DR, BETHESDA, MD 20816
TRUSTEE0$0
KATHERINE GOESE
2435 PASEO DORADO, LA JOLLA, CA 92037
TRUSTEE0$0

Address and contacts

Address (IRS master file)
625 YORK RD, GLENVIEW, IL 60025-4474
In care of
% ROBERT E GALLAGHER JR
Signed the 990-PF
ROEBERT GALLAGHER JR, TRUSTEE
Phone
(630) 285-3701
Return prepared by
STEVE CIOLINO CPA JD

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7180671
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$28,556,167
Income (IRS master file)
$9,749,960

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,285,549$7,130,042$28,556,167XML
990-TDecember 2024–––IRS
990-PFDecember 2023$6,936,645$6,074,347$26,350,660XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 36-7180671).

Questions about THE ROBERT E GALLAGHER CHARITABLE TRUST

What is the EIN of THE ROBERT E GALLAGHER CHARITABLE TRUST?
The employer identification number (EIN) of THE ROBERT E GALLAGHER CHARITABLE TRUST is 36-7180671.
Is THE ROBERT E GALLAGHER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE ROBERT E GALLAGHER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does THE ROBERT E GALLAGHER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROBERT E GALLAGHER CHARITABLE TRUST 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 THE ROBERT E GALLAGHER CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE ROBERT E GALLAGHER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE ROBERT E GALLAGHER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,285,549, expenses of $7,130,042 and total assets of $28,556,167 at year end.

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