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Nonprofit · EIN 93-6373464

NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I

Also known as ELLEN PECHMAN TTEE

Tax-exempt · BETHESDA, MD 20816

Financials

$0$02021$0$02022$0$02023$2.1M$387K2024$864K$527K2025
Revenue Expenses · by fiscal year end
Financials of NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$863,558$527,144$336,414$2,009,781$1,539$2,008,242
December 31, 2024990-PF$2,073,921$386,590$1,687,331$1,683,590$0$1,683,590
December 31, 2023990-PF$0$0$0$0$0$0
December 31, 2022990-PF$0$0$0$0$0$0
December 31, 2021990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$795,760
Dividends
$49,423
Net gain from sales of assets
$18,375

Expenses

Grants and similar amounts paid
$426,269
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$488,921
Excise tax on investment income
$420

Balance sheet and other

Total assets, start of year
$1,683,590
Total assets, end of year
$2,009,781
Total liabilities, end of year
$1,539
Net assets, end of year
$2,008,242
Fair market value of assets
$2,142,755
Qualifying distributions
$488,921
Net investment income
$66,853

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.

NameTitleHours / weekCompensation
ELLEN PECHMAN
4990 SENTINEL DRIVE APT 302, BETHESDA, MD 20816
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ELLEN PECHMAN
4990 SENTINEL DRIVE APT 302, BETHESDA, MD 20816
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ELLEN PECHMAN
4534 MIDDLETON LANE, BETHESDA, MD 20814
TRUSTEE0$0
990-PF for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
ELLEN PECHMAN
4534 MIDDLETON LANE, BETHESDA, MD 20814
TRUSTEE0$0
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
ELLEN PECHMAN
4534 MIDDLETON LANE, BETHESDA, MD 20814
TRUSTEE0$0

Address and contacts

Address (IRS master file)
4990 SENTINEL DR APT 302, BETHESDA, MD 20816-3583
In care of
% ELLEN PECHMAN
Signed the 990-PF
ELLEN PECHMAN, TRUSTEE
Phone
(914) 428-8800
Return prepared by
SAX ADVISORS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-6373464
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Medical research (H12)
Assets (IRS master file)
$2,009,781
Income (IRS master file)
$1,212,340

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$863,558$527,144$2,009,781IRS
990-PFDecember 2024$2,073,921$386,590$1,683,590XML
990-PFDecember 2023$0$0$0XML
990-PFDecember 2022$0$0$0XML
990-PFDecember 2021$0$0$0XML

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 93-6373464).

Questions about NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I

What is the EIN of NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I?
The employer identification number (EIN) of NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I is 93-6373464.
Is NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I file?
Form 990-PF. Private foundations file every year.
When is the next return of NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I 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 NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I 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 NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does NORTON M LUGER AND ROSALIND MASSOW LUGER CHARITABLE TR I have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $863,558, expenses of $527,144 and total assets of $2,009,781 at year end.

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