Nonprofit · EIN 85-6014105
ALBERT G SIMMS TESTAMENTARY TR 2
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $165,325 | $176,005 | -$10,680 | $2,946,655 | $0 | $2,946,655 |
| June 30, 2024 | 990-PF | $539,136 | $158,012 | $381,124 | $2,957,328 | $0 | $2,957,328 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $80,516
- Net gain from sales of assets
- $84,809
Expenses
- Grants and similar amounts paid
- $147,040
- Compensation of officers, directors and key employees
- $15,154
- Disbursements for charitable purposes
- $153,102
- Excise tax on investment income
- $2,164
Balance sheet and other
- Total assets, start of year
- $2,957,328
- Total assets, end of year
- $2,946,655
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,946,655
- Fair market value of assets
- $3,854,617
- Qualifying distributions
- $153,102
- Net investment income
- $165,309
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO Box 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $15,154 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO Box 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $18,973 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % ALBUQUERQUE NATIONAL BANK TRUSTEE
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-6014105
- 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
- 1973
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,946,655
- Income (IRS master file)
- $240,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $165,325 | $176,005 | $2,946,655 | IRS |
| 990-PF | June 2024 | $539,136 | $158,012 | $2,957,328 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 85-6014105).
Questions about ALBERT G SIMMS TESTAMENTARY TR 2
- What is the EIN of ALBERT G SIMMS TESTAMENTARY TR 2?
- The employer identification number (EIN) of ALBERT G SIMMS TESTAMENTARY TR 2 is 85-6014105.
- Is ALBERT G SIMMS TESTAMENTARY TR 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to ALBERT G SIMMS TESTAMENTARY TR 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALBERT G SIMMS TESTAMENTARY TR 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT G SIMMS TESTAMENTARY TR 2 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALBERT G SIMMS TESTAMENTARY TR 2 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ALBERT G SIMMS TESTAMENTARY TR 2?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,154 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does ALBERT G SIMMS TESTAMENTARY TR 2 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $165,325, expenses of $176,005 and total assets of $2,946,655 at year end.
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