Nonprofit · EIN 37-6491284
CLARENCE AND BETTY ROSWELL CHARITABLE TR
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,654 | $60,409 | $5,245 | $624,530 | $0 | $624,530 |
| December 31, 2024 | 990-PF | $65,765 | $55,990 | $9,775 | $619,293 | $0 | $619,293 |
| December 31, 2023 | 990-PF | $40,679 | $59,830 | -$19,151 | $609,684 | $0 | $609,684 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,113
- Net gain from sales of assets
- $45,427
- Other income
- $114
Expenses
- Grants and similar amounts paid
- $42,798
- Compensation of officers, directors and key employees
- $10,840
- Disbursements for charitable purposes
- $47,970
Balance sheet and other
- Total assets, start of year
- $619,293
- Total assets, end of year
- $624,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $624,530
- Fair market value of assets
- $725,069
- Qualifying distributions
- $47,970
- Net investment income
- $65,464
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 | $10,840 |
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 | $10,197 |
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 | $9,588 |
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
- 37-6491284
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $624,530
- Income (IRS master file)
- $521,389
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,654 | $60,409 | $624,530 | IRS |
| 990-PF | December 2024 | $65,765 | $55,990 | $619,293 | IRS |
| 990-PF | December 2023 | $40,679 | $59,830 | $609,684 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 37-6491284).
Questions about CLARENCE AND BETTY ROSWELL CHARITABLE TR
- What is the EIN of CLARENCE AND BETTY ROSWELL CHARITABLE TR?
- The employer identification number (EIN) of CLARENCE AND BETTY ROSWELL CHARITABLE TR is 37-6491284.
- Is CLARENCE AND BETTY ROSWELL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CLARENCE AND BETTY ROSWELL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE AND BETTY ROSWELL CHARITABLE TR 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 CLARENCE AND BETTY ROSWELL CHARITABLE TR 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 CLARENCE AND BETTY ROSWELL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,840 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does CLARENCE AND BETTY ROSWELL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,654, expenses of $60,409 and total assets of $624,530 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- CIGNA BENEFIT PLANS TRUST C/O CONNECTICUT NATIONAL BANK EIN 22-2483338 · last filed 990 for 2024
- THE PENNINGTON SCHOOL EIN 21-0635004 · last filed 990 for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- O HAGAN FAMILY FOUNDATION EIN 20-4074178 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- MVM INC EMPLOYEE BENEFIT TRUST FUND EIN 61-1571701 · last filed 990 for 2024