Nonprofit · EIN 37-6491254
CHARLES KNOX IRR TR NJ2-130-03-31
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $206,125 | $153,027 | $53,098 | $2,480,339 | $0 | $2,480,339 |
| December 31, 2024 | 990-PF | $103,828 | $136,886 | -$33,058 | $2,427,325 | $0 | $2,427,325 |
| December 31, 2023 | 990-PF | -$24,105 | $139,316 | -$163,421 | $2,525,217 | $0 | $2,525,217 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $69,094
- Net gain from sales of assets
- $137,031
Expenses
- Grants and similar amounts paid
- $114,324
- Compensation of officers, directors and key employees
- $35,366
- Disbursements for charitable purposes
- $128,470
- Excise tax on investment income
- $2,551
Balance sheet and other
- Total assets, start of year
- $2,427,325
- Total assets, end of year
- $2,480,339
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,480,339
- Fair market value of assets
- $3,212,464
- Qualifying distributions
- $128,470
- Net investment income
- $206,125
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $35,366 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $31,860 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $27,884 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY TTEE
- 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 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
- 37-6491254
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,480,339
- Income (IRS master file)
- $701,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $206,125 | $153,027 | $2,480,339 | IRS |
| 990-PF | December 2024 | $103,828 | $136,886 | $2,427,325 | IRS |
| 990-PF | December 2023 | -$24,105 | $139,316 | $2,525,217 | 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 37-6491254).
Questions about CHARLES KNOX IRR TR NJ2-130-03-31
- What is the EIN of CHARLES KNOX IRR TR NJ2-130-03-31?
- The employer identification number (EIN) of CHARLES KNOX IRR TR NJ2-130-03-31 is 37-6491254.
- Is CHARLES KNOX IRR TR NJ2-130-03-31 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CHARLES KNOX IRR TR NJ2-130-03-31 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES KNOX IRR TR NJ2-130-03-31 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES KNOX IRR TR NJ2-130-03-31 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 CHARLES KNOX IRR TR NJ2-130-03-31 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 CHARLES KNOX IRR TR NJ2-130-03-31?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,366 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does CHARLES KNOX IRR TR NJ2-130-03-31 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $206,125, expenses of $153,027 and total assets of $2,480,339 at year end.
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