Nonprofit · EIN 38-6039741
BRAY CHARITABLE TR-LORD ABBETT
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $274,692 | $160,488 | $114,204 | $2,468,932 | $0 | $2,468,932 |
| September 30, 2024 | 990-PF | $132,051 | $138,048 | -$5,997 | $2,335,460 | $0 | $2,335,460 |
| September 30, 2023 | 990-PF | $105,133 | $141,165 | -$36,032 | $2,338,176 | $0 | $2,338,176 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $86,591
- Net gain from sales of assets
- $188,101
Expenses
- Grants and similar amounts paid
- $134,089
- Compensation of officers, directors and key employees
- $23,867
- Disbursements for charitable purposes
- $143,636
- Excise tax on investment income
- $3,610
Balance sheet and other
- Total assets, start of year
- $2,335,460
- Total assets, end of year
- $2,468,932
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,468,932
- Fair market value of assets
- $2,837,085
- Qualifying distributions
- $143,636
- Net investment income
- $274,452
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $23,867 |
| WILLIAM L RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| JAMES N JOHNSON PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| SALLY RICHARDS RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| MOLLY BRAY MCCORMICK PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $23,884 |
| WILLIAM L RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| JAMES N JOHNSON PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| SALLY RICHARDS RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| MOLLY BRAY MCCORMICK PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $22,184 |
| WILLIAM L RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| JAMES N JOHNSON PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| SALLY RICHARDS RICKER PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 1 | $0 |
| MOLLY BRAY MCCORMICK 6074 MURRAY ROAD, WHITEHALL, MI 08534 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH BANK & TRUST CO FSB
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 38-6039741
- Exempt since
- 1900
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,468,932
- Income (IRS master file)
- $1,443,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $274,692 | $160,488 | $2,468,932 | XML |
| 990-PF | September 2024 | $132,051 | $138,048 | $2,335,460 | XML |
| 990-PF | September 2023 | $105,133 | $141,165 | $2,338,176 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 38-6039741).
Questions about BRAY CHARITABLE TR-LORD ABBETT
- What is the EIN of BRAY CHARITABLE TR-LORD ABBETT?
- The employer identification number (EIN) of BRAY CHARITABLE TR-LORD ABBETT is 38-6039741.
- Is BRAY CHARITABLE TR-LORD ABBETT tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does BRAY CHARITABLE TR-LORD ABBETT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRAY CHARITABLE TR-LORD ABBETT due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRAY CHARITABLE TR-LORD ABBETT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BRAY CHARITABLE TR-LORD ABBETT?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $23,867 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does BRAY CHARITABLE TR-LORD ABBETT have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $274,692, expenses of $160,488 and total assets of $2,468,932 at year end.
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