Nonprofit · EIN 83-2429257
TRUST U W OF WILLIAM C GOERTZ
Tax-exempt · TOMS RIVER, NJ 08753
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $63,316 | $57,874 | $5,442 | $1,470,949 | $0 | $1,470,949 |
| December 31, 2024 | 990 | $53,273 | $8,938 | $44,335 | $1,422,456 | $0 | $1,422,456 |
| December 31, 2023 | 990 | $48,821 | $9,637 | $39,184 | $1,378,121 | $0 | $1,378,121 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $63,316
- Net gain from sales of assets
- $576
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $48,933
- Other salaries and wages
- $4,800
- Salaries, compensation and benefits (total)
- $4,800
- Professional fundraising fees
- $0
- Legal fees
- $1,500
- Accounting fees
- $2,500
- Program services (functional)
- $48,933
- Management and general (functional)
- $8,941
Balance sheet and other
- Total assets, start of year
- $1,422,456
- Total assets, end of year
- $1,470,949
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,470,949
- Publicly traded securities
- $1,397,163
- Gross receipts
- $215,837
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- NJ
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE COUGHRAN | TRUSTEE Trustee or director, Officer | 2 | $4,800 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE COUGHRAN | TRUSTEE Trustee or director, Officer | 2 | $4,800 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE COUGHRAN | TRUSTEE Trustee or director, Officer | 2 | $5,000 |
Address and contacts
- Address (IRS master file)
- 98 EAST WATER ST, TOMS RIVER, NJ 08753-7676
- Mailing address (990-N for 2018)
- 1961 PERTHJ AMBOY AVE, WHITING NJ 08759
- Principal officer (990 for 2025)
- JANE COUGHRAN, 183 AMSTERDAM AVE, BAYVILLE, NJ 08721
- Principal officer (990-N for 2018)
- JOSEPH W GOERTZ, 1961 PERTH AMBOY AVE, WHITING NJ 08759
- Signed the 990
- JANE COUGHRAN, TRUSTEE
- Phone
- (732) 616-2479
- Return prepared by
- VENNING
Mission
TO PROVIDE FUNDS TO DIVINE WORD COLLEGE IN EPWORTH IOWA TO FUND SCHOLARSHIPS FOR FULL TIME STUDENTS TO BECOME A PRIEST, BROTHER OR SISTER.
Program accomplishments
- FUNDS WERE PROVIDED TO DIVINE WORD COLLEGE IN EPWORTH IOWA TO FUND SCHOLARSHIPS FOR FULL TIME STUDENTS TO BECOME A PRIEST, BROTHER OR SISTER.Expenses $48,933 · grants $48,933 · revenue $63,316
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2429257
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,470,949
- Income (IRS master file)
- $215,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $63,316 | $57,874 | $1,470,949 | XML |
| 990 | December 2024 | $53,273 | $8,938 | $1,422,456 | XML |
| 990 | December 2023 | $48,821 | $9,637 | $1,378,121 | XML |
| 990 | December 2022 | $51,294 | $59,298 | $1,338,937 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: JOSEPH W GOERTZ | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-2429257).
Questions about TRUST U W OF WILLIAM C GOERTZ
- What is the EIN of TRUST U W OF WILLIAM C GOERTZ?
- The employer identification number (EIN) of TRUST U W OF WILLIAM C GOERTZ is 83-2429257.
- Is TRUST U W OF WILLIAM C GOERTZ tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to TRUST U W OF WILLIAM C GOERTZ tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRUST U W OF WILLIAM C GOERTZ file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRUST U W OF WILLIAM C GOERTZ 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 TRUST U W OF WILLIAM C GOERTZ last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TRUST U W OF WILLIAM C GOERTZ?
- The 990 for the year ended December 31, 2025 names JANE COUGHRAN.
- Who are the officers and directors of TRUST U W OF WILLIAM C GOERTZ?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,800 (JANE COUGHRAN, TRUSTEE).
- How much revenue does TRUST U W OF WILLIAM C GOERTZ have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $63,316, expenses of $57,874 and total assets of $1,470,949 at year end.
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