The Roberta L Angell Trust

Pennington, NJ
Tax-exempt since Jan. 1982
EIN: 36-6655065

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$128k (2025)

Expenses

$151k (2025)

Total Assets

$2.81M (2025)

Total Liabilities

$0 (2025)

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 May
2025

Revenue

$128,208

Expenses

$151,463

Net Income

-$23,255

Net Assets

$2,811,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,244	56.3%
Sales of Assets	$55,964	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,035	93.1%
Compensation of Officers*	$12,281	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,811,496
Total Liabilities	$0
Net Assets	$2,811,496

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$12,281	$0

990-PF

Filed on Oct. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$39,994

Expenses

$109,255

Net Income

-$69,261

Net Assets

$2,834,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,983	> 100%
Sales of Assets	-$32,292
Other Income	$6,303	15.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,005	93.4%
Compensation of Officers*	$10,975	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,834,315
Total Liabilities	$0
Net Assets	$2,834,315

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$10,975	$0

990-PF

Filed on Sept. 23, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2023

Revenue

-$156,035

Expenses

$126,741

Net Income

-$282,776

Net Assets

$2,903,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,773
Sales of Assets	-$211,808
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,296	85.4%
Compensation of Officers*	$10,224	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,903,022
Total Liabilities	$0
Net Assets	$2,903,022

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$10,224	$0

990-PF

Filed on Oct. 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$441,124

Expenses

$179,251

Net Income

$261,873

Net Assets

$3,186,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,670	5.6%
Sales of Assets	$416,454	94.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,424	94.5%
Compensation of Officers*	$20,610	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,186,341
Total Liabilities	$0
Net Assets	$3,186,341

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$20,610	$0

990-PF

Filed on April 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$199,998

Expenses

$161,867

Net Income

$38,131

Net Assets

$2,740,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,302	22.7%
Sales of Assets	$154,696	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,673	80.7%
Compensation of Officers*	$37,729	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,740,761
Total Liabilities	$1
Net Assets	$2,740,760

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$37,729	$0

990-PF

Filed on Sept. 29, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$180,967

Expenses

$145,456

Net Income

$35,511

Net Assets

$2,399,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,824	32.5%
Sales of Assets	$119,718	66.2%
Other Income	$2,425	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,094	83.9%
Compensation of Officers*	$34,483	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,399,968
Total Liabilities	$1
Net Assets	$2,399,967

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,483	$0

990-PF

Filed on Aug. 3, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$125,840

Expenses

$173,993

Net Income

-$48,153

Net Assets

$2,430,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,876	42.0%
Sales of Assets	$72,964	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,346	82.4%
Compensation of Officers*	$34,562	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,430,421
Total Liabilities	$0
Net Assets	$2,430,421

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,562	$0

990-PF

Filed on Aug. 29, 2019

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending May
2018

Revenue

$231,004

Expenses

$146,069

Net Income

$84,935

Net Assets

$2,513,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,467	22.3%
Sales of Assets	$179,537	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,706	82.6%
Compensation of Officers*	$35,130	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,513,910
Total Liabilities	$0
Net Assets	$2,513,910

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$35,130	$0

990-PF

Filed on Sept. 27, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2017

Revenue

$84,009

Expenses

$135,084

Net Income

-$51,075

Net Assets

$2,419,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,380	60.0%
Sales of Assets	$33,629	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,110	82.3%
Compensation of Officers*	$33,034	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,419,538
Total Liabilities	$0
Net Assets	$2,419,538

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$33,034	$0

990-PF

Filed on Oct. 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2016

Revenue

$137,079

Expenses

$151,053

Net Income

-$13,974

Net Assets

$2,436,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,012	43.8%
Sales of Assets	$75,956	55.4%
Other Income	$1,111	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,180	85.5%
Compensation of Officers*	$32,418	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,436,640
Total Liabilities	$0
Net Assets	$2,436,640

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$32,418	$0

990-PF

Filed on Aug. 3, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending May
2015

Revenue

$152,768

Expenses

$160,039

Net Income

-$7,271

Net Assets

$2,453,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,987	32.1%
Sales of Assets	$103,781	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,461	82.1%
Compensation of Officers*	$34,016	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,453,797
Total Liabilities	$0
Net Assets	$2,453,797

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$34,016	$0

990-PF

Filed on Aug. 5, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$386,544

Expenses

$153,746

Net Income

$232,798

Net Assets

$2,411,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,691	15.2%
Sales of Assets	$327,561	84.7%
Other Income	$292	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,255	87.3%
Compensation of Officers*	$30,181	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,411,123
Total Liabilities	$0
Net Assets	$2,411,123

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$30,181	$0

990-PF

Filed on Sept. 16, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$101,014

Expenses

$219,246

Net Income

-$118,232

Net Assets

$2,170,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,358	77.6%
Sales of Assets	$22,481	22.3%
Other Income	$175	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,957	93.0%
Compensation of Officers*	$24,414	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,170,391
Total Liabilities	$0
Net Assets	$2,170,391

990-PF

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

PDF

Fiscal Year Ending May
2012

Revenue

$78,760

Expenses

$141,365

Net Income

-$62,605

Net Assets

$2,288,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,972	86.3%
Sales of Assets	$10,788	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,529	88.8%
Compensation of Officers*	$22,594	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,288,625
Total Liabilities	$0
Net Assets	$2,288,625

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

Updated March 23, 2026

The Roberta L Angell Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $128k (2025)

Expenses $151k (2025)

Total Assets $2.81M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$128k (2025)

Expenses

$151k (2025)

Total Assets

$2.81M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003