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The Albert And Ann Margolies Perpetual Charitable Trust

  • Scranton, PA
  • Tax-exempt since March 1998
  • EIN: 23-7840492

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$113k (2025)

Expenses
$68.1k (2025)

Total Assets
$678k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,154
Expenses
$68,133
Net Income
$45,021
Net Assets
$678,266
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,577
11.1%
Dividends $18,367
16.2%
Sales of Assets $82,210
72.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,351
84.2%
Compensation of Officers* $8,515
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $678,266
Total Liabilities $0
Net Assets $678,266
Compensation
Key Employees and Officers Compensation Other
Peoples Security Bank Trust Co (Trustee) $8,515 $0

Document Links

990-PF
Filed on Sept. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,215
Expenses
$71,888
Net Income
-$11,673
Net Assets
$633,246
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,587
19.2%
Dividends $18,386
30.5%
Sales of Assets $30,242
50.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,521
85.6%
Compensation of Officers* $10,215
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $633,246
Total Liabilities $0
Net Assets $633,246
Compensation
Key Employees and Officers Compensation Other
Peoples Security Bank Trust Co (Trustee) $10,215 $0

Document Links

990-PF
Filed on May 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,556
Expenses
$65,865
Net Income
-$6,309
Net Assets
$644,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,618
12.8%
Dividends $21,414
36.0%
Sales of Assets $30,524
51.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,995
85.0%
Compensation of Officers* $9,952
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $644,918
Total Liabilities $0
Net Assets $644,918
Compensation
Key Employees and Officers Compensation Other
Peoples Security Bank Trust Co (Trustee) $9,952 $0

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,997
Expenses
$71,574
Net Income
-$34,577
Net Assets
$651,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,897
18.6%
Dividends $17,516
47.3%
Sales of Assets $12,584
34.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,072
85.3%
Compensation of Officers* $10,719
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,226
Total Liabilities $0
Net Assets $651,226
Compensation
Key Employees and Officers Compensation Other
Peoples Security Bank Trust Co (Trustee) $10,719 $0

Document Links

990-PF
Filed on June 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,105
Expenses
$60,173
Net Income
-$1,068
Net Assets
$685,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,471
10.9%
Dividends $20,694
35.0%
Sales of Assets $31,940
54.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,003
84.8%
Compensation of Officers* $10,026
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $685,807
Total Liabilities $0
Net Assets $685,807
Compensation
Key Employees and Officers Compensation Other
Peoples Security Bank Trust Co (Trustee) $10,026 $0

Document Links

990-PF
Filed on March 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,065
Expenses
$58,777
Net Income
-$33,712
Net Assets
$774,605
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,032
32.0%
Dividends $16,719
66.7%
Sales of Assets $314
1.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,878
86.6%
Compensation of Officers* $8,777
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $774,605
Total Liabilities $0
Net Assets $774,605

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,351
Expenses
$60,461
Net Income
-$7,110
Net Assets
$808,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,140
11.5%
Dividends $17,476
32.8%
Sales of Assets $29,735
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,914
84.2%
Compensation of Officers* $9,141
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $808,321
Total Liabilities $0
Net Assets $808,321

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,744
Expenses
$58,853
Net Income
-$31,109
Net Assets
$815,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,101
22.0%
Dividends $19,109
68.9%
Sales of Assets $2,534
9.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,803
86.3%
Compensation of Officers* $8,031
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $815,607
Total Liabilities $0
Net Assets $815,607

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,443
Expenses
$54,738
Net Income
-$15,295
Net Assets
$846,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,656
9.3%
Dividends $16,582
42.0%
Sales of Assets $19,205
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,493
90.4%
Compensation of Officers* $4,625
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $846,718
Total Liabilities $0
Net Assets $846,718

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,804
Expenses
$57,844
Net Income
$77,960
Net Assets
$862,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $24,005
17.7%
Sales of Assets $111,785
82.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,201
71.2%
Compensation of Officers* $14,511
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $862,011
Total Liabilities $0
Net Assets $862,011

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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