Nonprofit · EIN 23-6678938
M ELIZABETH KLUMPP TESTAMENTARY TRUST
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,817 | $8,343 | $2,474 | $164,196 | $0 | $164,196 |
| December 31, 2023 | 990-PF | $4,653 | $8,624 | -$3,971 | $162,142 | $0 | $162,142 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $5,543
- Net gain from sales of assets
- $5,259
- Other income
- $15
Expenses
- Grants and similar amounts paid
- $5,395
- Compensation of officers, directors and key employees
- $2,913
- Disbursements for charitable purposes
- $5,395
- Excise tax on investment income
- $109
Balance sheet and other
- Total assets, start of year
- $162,142
- Total assets, end of year
- $164,196
- Total liabilities, end of year
- $0
- Net assets, end of year
- $164,196
- Fair market value of assets
- $180,598
- Qualifying distributions
- $5,395
- Net investment income
- $10,817
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 |
|---|---|---|---|
| FULTON BANK NA ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 1 | $2,913 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK NA ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 1 | $3,302 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK NA
- Signed the 990-PF
- FULTON BANK NA, TAX MANAGER
- Phone
- (717) 291-2726
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
- 23-6678938
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $164,196
- Income (IRS master file)
- $23,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,817 | $8,343 | $164,196 | IRS |
| 990-PF | December 2023 | $4,653 | $8,624 | $162,142 | 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 23-6678938).
Questions about M ELIZABETH KLUMPP TESTAMENTARY TRUST
- What is the EIN of M ELIZABETH KLUMPP TESTAMENTARY TRUST?
- The employer identification number (EIN) of M ELIZABETH KLUMPP TESTAMENTARY TRUST is 23-6678938.
- Is M ELIZABETH KLUMPP TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does M ELIZABETH KLUMPP TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M ELIZABETH KLUMPP TESTAMENTARY TRUST 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 M ELIZABETH KLUMPP TESTAMENTARY TRUST 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 M ELIZABETH KLUMPP TESTAMENTARY TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $2,913 (FULTON BANK NA, TRUSTEE).
- How much revenue does M ELIZABETH KLUMPP TESTAMENTARY TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,817, expenses of $8,343 and total assets of $164,196 at year end.
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