GLASTAD CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLASTAD CHARITABLE TR (EIN 65-6239371)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349104308
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:48:40-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270249502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gilbert & Calabrese LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 Route 206 | AddressLine1Txt |
| City | Flanders | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glastad Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAS | BusinessNameControlTxt |
| Phone | 9735254797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Joyce Drive | AddressLine1Txt |
| City | Succasunna | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07876 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joyce Everswick | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Murray CPA | PreparerPersonNm |
| PTIN | P02170022 | PTIN |
| Phone | 9734481099 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $753,176 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,210,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,733 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $74 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $74 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $650,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $752,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $752,664 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $653,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $753,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $753,176 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $59,331 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $59,331 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $59,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,331 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $541,382 | CapitalStockBOYAmt |
| Capital Stock EOY | $641,258 | CapitalStockEOYAmt |
| Retained Earning BOY | $52,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $593,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $693,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $753,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $593,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,717 | OtherIncreasesAmt |
| Subtotal | $693,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $693,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | P | 2025-01-02 | 2025-12-31 | $2,123,110 | $2,096,834 | $26,276 | $26,276 |
| Ishares Silver Trust | P | 2025-01-02 | 2025-12-31 | $87,228 | $71,393 | $15,835 | $15,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,111 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $42,111 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $888 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $888 | SubtotalAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,689 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,689 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,801 | OverpaymentAmt |
| Applied To ES Tax | $2,801 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joyce Everswick | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9735254797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Joyce Drive | AddressLine1Txt |
| City | Succasunna | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Joyce Everswick | ||||||
| 56 Joyce Drive | Succasunna | NJ | 07876 | Trustee | 0.00 | $0 |
| Mark Everswick | ||||||
| 4398 Eakern Circle NE | Monticello | MN | 55362 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $701,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $703,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $703,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $692,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $888 | TotalTaxAmt |
| Distributable Before Adj | $33,746 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,746 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,097 | UndistributedIncomePYAmt |
| Qualifying Distributions | $34,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,097 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,653 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,093 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joyce Everswick | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Allegro Organizational Solutions | |||||||
| 5535 Memorial Drive Ste F-811 | Houston | TX | 77007 | None | PC | General support | $2,000 |
| CRU | |||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | PC | General support | $2,000 |
| SIM USA | |||||||
| 14830 Choate Circle | Charlotte | NC | 28273 | None | PC | General support | $1,000 |
| Teach Beyond | |||||||
| PO Box 610 | Downers Grove | IL | 60515 | None | PC | General support | $1,200 |
| Student Mobilization | |||||||
| PO Box 567 | Conway | AR | 72033 | None | PC | General support | $1,000 |
| Wheaton Academy | |||||||
| 900 Prince Crossing Road | West Chicago | IL | 60185 | None | PC | General support | $1,000 |
| Global Service Network | |||||||
| 844 56th Street | Brooklyn | NY | 11220 | None | PC | General support | $2,000 |
| Love God Greatly | |||||||
| 1 Darrr Road | Heath | TX | 75032 | None | PC | General support | $2,000 |
| TEAM | |||||||
| PO Box 1683 | Carol Stream | IL | 60183 | None | PC | General Support | $4,000 |
| Bible Exposition Institute | |||||||
| 1 800 S Loop 288 Suite 396 | Denton | TX | 76205 | None | PC | General Support | $3,000 |
| Lutheran Bretheren International | |||||||
| PO Box 655 | Fergus Falls | MN | 56538 | None | PC | General Support | $1,000 |
| POIEMA Foundation | |||||||
| PO Box 757 | Rockwall | TX | 75097 | None | PC | Support | $900 |
| Hope Dawning | |||||||
| 710 McFarlin Place | Rockwall | TX | 75087 | None | PC | Support | $900 |
| 1517ORG | |||||||
| PO Box 54032 | Irvine | CA | 92619 | None | PC | Religious support | $5,000 |
| Washed in the World | |||||||
| PO Box 288 | Cladwell | NJ | 07006 | None | PC | Provide support | $4,000 |
| Rooted | |||||||
| 3300 River Road | Mt Bethel | PA | 18343 | None | PC | Support for religious education | $1,000 |
| Wheels of Hope | |||||||
| 701 E I30 | Rockwall | TX | 75087 | None | PC | Support for needy | $1,000 |
| Mosaic Church of Houston | |||||||
| 10003 Mystic Springs Lane | Richmond | TX | 77407 | None | PC | Religious support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gilbert & Calabrese LLC | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |