Civic Intelligence

Lillian M & Frank M Taylor Charitable Tr

990 • Fiscal year 2025 • EIN 38-3692424

Sep 01, 2024 to Aug 31, 2025 • Filed on Mar 30, 2026

Organization ProfileN/A
PO Box 1532Pennington, NJ 08534-0691

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • NTEE L • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • NTEE L • $1M-$5M nonprofits • Source year 2025

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2025 filings • NTEE L • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$67,999

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2025 filings • NTEE L • $1M-$5M nonprofits • Source year 2025

Asset Growth

79th percentile

8.3%

Faster asset growth than 79% of similar nonprofits.

2025 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

54%

Faster revenue growth than 94% of similar nonprofits.

2025 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$3,780,370

Up $289,639 (+8.3%) from 2024

Net Assets

Up

$3,780,370

Up $289,639 (+8.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin93rd percentile

Revenue

Up

$407,563

Up $142,265 (+54%) from 2024

Expenses

Up

$126,933

Up $9,161 (+7.8%) from 2024

Net Income

Up

$280,630

Up $133,104 (+90%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,155,839Liabilities 2012: $0Net Assets 2012: $2,155,8392012Assets 2013: $2,294,429Liabilities 2013: $0Net Assets 2013: $2,294,4292013Assets 2014: $2,496,904Liabilities 2014: $0Net Assets 2014: $2,496,9042014Assets 2015: $2,629,727Liabilities 2015: $0Net Assets 2015: $2,629,7272015Assets 2016: $2,553,785Liabilities 2016: $0Net Assets 2016: $2,553,7852016Assets 2017: $2,654,301Liabilities 2017: $0Net Assets 2017: $2,654,3012017Assets 2018: $2,812,869Liabilities 2018: $0Net Assets 2018: $2,812,8692018Assets 2019: $2,835,728Liabilities 2019: $0Net Assets 2019: $2,835,7282019Assets 2020: $3,000,466Liabilities 2020: $0Net Assets 2020: $3,000,4662020Assets 2021: $3,395,091Liabilities 2021: $0Net Assets 2021: $3,395,0912021Assets 2022: $3,450,025Liabilities 2022: $0Net Assets 2022: $3,450,0252022Assets 2023: $3,344,409Liabilities 2023: $0Net Assets 2023: $3,344,4092023Assets 2024: $3,490,731Liabilities 2024: $0Net Assets 2024: $3,490,7312024Assets 2025: $3,780,370Liabilities 2025: $0Net Assets 2025: $3,780,3702025

Highlighted filing

2025

Assets$3,780,370
Liabilities$0
Net Assets$3,780,370
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $109,307Expenses 2012: $87,800Net Income 2012: $21,5072012Revenue 2013: $223,473Expenses 2013: $92,639Net Income 2013: $130,8342013Revenue 2014: $307,875Expenses 2014: $98,883Net Income 2014: $208,9922014Revenue 2015: $235,299Expenses 2015: $113,106Net Income 2015: $122,1932015Revenue 2016: $102,450Expenses 2016: $181,603Net Income 2016: -$79,1532016Revenue 2017: $250,912Expenses 2017: $179,570Net Income 2017: $71,3422017Revenue 2018: $207,142Expenses 2018: $57,655Net Income 2018: $149,4872018Revenue 2019: $208,630Expenses 2019: $180,969Net Income 2019: $27,6612019Revenue 2020: $287,188Expenses 2020: $125,998Net Income 2020: $161,1902020Revenue 2021: $519,870Expenses 2021: $126,638Net Income 2021: $393,2322021Revenue 2022: $183,863Expenses 2022: $126,929Net Income 2022: $56,9342022Revenue 2023: $231,457Expenses 2023: $335,882Net Income 2023: -$104,4252023Revenue 2024: $265,298Expenses 2024: $117,772Net Income 2024: $147,5262024Revenue 2025: $407,563Expenses 2025: $126,933Net Income 2025: $280,6302025

Highlighted filing

2025

Revenue$407,563
Expenses$126,933
Net Income$280,630
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 30, 2026
Return Version
2024v5.2
Gross Receipts
$1,974,124
Mission and Program Overview

Mission

EDUCATIONAL AND MEDICAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,490,731$3,694,749▲ $204,018
Investments Other Securities$2,859,868$3,133,844▲ $273,976
Rtn Earn Endowment Incm Other Fnds-$85,621-
Savings and Temporary Cash Investments$69,427$56,124▼ $13,303
Cash and Non-Interest-Bearing Accounts$-11,542--
Total Assets$3,490,731$3,780,370▲ $289,639
Other Assets Total$572,978$590,402▲ $17,424
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,490,731$3,780,370▲ $289,639
Total Liabilities and Net Assets / Fund Balance$3,490,731$3,780,370▲ $289,639
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$67,999$67,999
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$407,563
Other Revenue
$0
Change in Net Assets
$280,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$67,999
Grants and Similar Amounts Paid$56,028
Other Expenses$2,906
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$27,200$40,799-$67,999
Grants to Domestic Orgs$56,028--$56,028
All Other Expenses-$2,906-$2,906
Total Functional Expenses$83,228$43,705$0$126,933
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Masonic Charity FdnBurlington, NJ501(c)(3)Charitable Purposes$35,017
Springpoint Fdn IncWall Townshipo, NJ501(c)(3)Charitable Purposes$21,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documented in the permanent file.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files the form 990”

Form 990, Page 6, Part VI, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“BANK OF AMERICA TRUSTEE”

Filing and Contact Details

Filer

Filer Name
Taylor Charitable Trust
EIN
38-3692424
Phone
8888663275
Address
PO BOX 1532, PENNINGTON, NJ 08534-0691

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-03-30

Organization Details

Formed
1996
Legal Domicile
Nj
Voting Board Members
0
Independent Board Members
2
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Sales adj -3,332.03, accrued int. -434.75 cost adjustment 12776”

Raw XML AppendixShowing 400 of 432 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01566561
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SINCE ITS INCEPTION, THE TAYLOR CHARITABLE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DESIGNATED CONTRACTS AT THE CHARITIES. CHRISTOPHER DI MEDIO, FINANCIAL ADVISORS, HAS HAD SEMI-ANNUAL FACE OR TELEPHONIC MEETINGS WITH DESIGNED INDIVIDUALS, USUALLY THE DEVELOPMENT DIRECTOR, CURRENTLY C.S. ABBOTT OR S HERITAGE-COMEGYS, TRUST AND ESTATE MANAGER AT MASONIC AND THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SPRINGPOINT FOUNDATION OF PRESBYTERIAN HOMES DURING WHICH THE NEEDS, WHATS THE INCOME WILL BE USED AND ANY CHANGES IN INVESTMENT NEEDED TO ACCOMPLISH SET GOALS. THE TRUST OFFICER ON THE ACCOUNT COMMUNICATES ON A REGULAR BASIS WITH THE DESIGNATED CONTACTS AT THE CHARITIES CONFIRMING INVESTEMNT CHANGES AS NECESSARY AND PLANS FOR DISTRIBUTIONS AND OTHER ADMINISTRATIVE MATTERS. THE CHARITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2STATEMENTS, AN ANNUAL USE OF FUNDS LETTER, ANNUAL SUPPORTING ORGANIZATION NOTIFICATION & AN ANNUAL STATEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3BANK OF AMERICA HAS AN INVESTMENT POLICY STATEMENT WHERE THE ACCOUNT IS INDIVIDUALLY REVIEWED UPON ACCOUNT OPENING AND EVERY 2 YEARS. THE INVESTMENT OBJECTIVE IS BASED ON THE UNIQUE SITUATION OF THE ACCOUNT AND THE BENEFICIARIES. THE BENEFIARIES RECIEVE THE STATEMENT OF ASSETS AND TRANSACTIONS AT LEAST ANNUALLY IN TERMS OF TIMING OF GRANTS, ETC. IF THE FREQUENCY IS NOT SPECIFIED IN THE GOVERNING
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4DOCUMENT, THE BENEFICIARIES ARE CONTACTED TO DISCUSS THE PAYMENT TIMING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2, CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2, CONT PART 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION D, LINE 3, CONT
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MASONIC CHARITY FDN
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0WALL TOWNSHIPO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BURLINGTON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST WORKS CLOSELY WITH THE BENEFICIARIES TO MAKE SURE THE FUNDS ARE BEING USED FOR CHARITABLE PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANENT FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK OF AMERICA TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALES ADJ -3,332.03, ACCRUED INT. -434.75 COST ADJUSTMENT 12776
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT FOR THE COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT OF THE COMMUNITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03490731
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03780370

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,780,370
Liabilities
$0
Net assets
$3,780,370
Revenue
$407,563
Expenses
$126,933
Net income
$280,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.41$0.13$0.28
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.27$0.12$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.23$0.34$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.52$0.13$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.29$0.13$0.16
2019Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.21$0.18$0.03
2018Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.21$0.06$0.15
2017Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.25$0.18$0.07
2016Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$0.10$0.18$0.08
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.24$0.11$0.12
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.31$0.10$0.21
2013Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$0.22$0.09$0.13
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.11$0.09$0.02