Nonprofit · EIN 23-6263042
C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA
Tax-exempt · LANCASTER, PA 17608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $149,541 | $102,455 | $47,086 | $1,790,273 | $0 | $1,790,273 |
| December 31, 2023 | 990-PF | $133,384 | $173,131 | -$39,747 | $1,747,277 | $0 | $1,747,277 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $88,342
- Net gain from sales of assets
- $61,199
Expenses
- Grants and similar amounts paid
- $74,178
- Compensation of officers, directors and key employees
- $12,434
- Disbursements for charitable purposes
- $74,178
- Excise tax on investment income
- $1,585
Balance sheet and other
- Total assets, start of year
- $1,747,277
- Total assets, end of year
- $1,790,273
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,790,273
- Fair market value of assets
- $3,192,262
- Qualifying distributions
- $74,178
- Net investment income
- $139,512
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST COMPANY 48-50W CHESTNUT STREET 3RD FLOOR, SUITE 301 PO BOX 1267, LANCASTER, PA 17608 | TRUSTEE | 5 | $12,434 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST COMPANY 48-50W CHESTNUT STREET 3RD FLOOR, SUITE 301 PO BOX 1267, LANCASTER, PA 17608 | TRUSTEE | 5 | $11,833 |
Address and contacts
- Address (IRS master file)
- 48-50 W CHESTNUT ST UNIT 126, LANCASTER, PA 17608-3607
- In care of
- % SECURITY NATIONAL TR CO TTEE
- Signed the 990-PF
- JODI HOLLINGER, VP, TRUST OFFICER
- Phone
- (717) 207-0668
- Return prepared by
- TROUT CPA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6263042
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,790,273
- Income (IRS master file)
- $713,071
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $149,541 | $102,455 | $1,790,273 | XML |
| 990-PF | December 2023 | $133,384 | $173,131 | $1,747,277 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
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 23-6263042).
Questions about C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA
- What is the EIN of C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA?
- The employer identification number (EIN) of C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA is 23-6263042.
- Is C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $12,434 (SECURITY NATIONAL TRUST COMPANY, TRUSTEE).
- How much revenue does C & E SCHOCK TR UW FBO PRESBYTERIAN HOMES OF CENTRAL PENNA have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $149,541, expenses of $102,455 and total assets of $1,790,273 at year end.
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All nonprofits in LANCASTER · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations