Nonprofit · EIN 23-6743142
ANTHONY P FALCONE TRUST UW
Tax-exempt · HERSHEY, PA 17033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $1,346,602 | $1,433,657 | -$87,055 | $19,406,258 | $0 | $19,406,258 |
| August 31, 2024 | 990-PF | $1,775,707 | $929,978 | $845,729 | $19,493,313 | $0 | $19,493,313 |
| August 31, 2023 | 990-PF | $2,038,532 | $1,064,191 | $974,341 | $18,647,584 | $0 | $18,647,584 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $451,647
- Interest
- $19,237
- Net gain from sales of assets
- $854,430
- Other income
- $21,288
Expenses
- Grants and similar amounts paid
- $1,264,202
- Compensation of officers, directors and key employees
- $127,319
- Disbursements for charitable purposes
- $1,289,666
- Excise tax on investment income
- $17,006
Balance sheet and other
- Total assets, start of year
- $19,493,313
- Total assets, end of year
- $19,406,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,406,258
- Fair market value of assets
- $24,586,218
- Qualifying distributions
- $1,289,666
- Net investment income
- $1,325,314
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | CO-TRUSTEE | 2 | $127,319 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | CO-TRUSTEE | 2 | $118,932 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | CO-TRUSTEE | 2 | $110,973 |
Address and contacts
- Address (IRS master file)
- CO BRYN MAWR TR 1 E CHOCOLATE AVE, HERSHEY, PA 17033-0000
- In care of
- % BRYN MAWR TR
- Signed the 990-PF
- JENNIFER MILLER, SENIOR VICE PRESIDENT
- Phone
- (717) 520-5674
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 23-6743142
- 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
- 1986
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $19,406,258
- Income (IRS master file)
- $6,879,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $1,346,602 | $1,433,657 | $19,406,258 | XML |
| 990-PF | August 2024 | $1,775,707 | $929,978 | $19,493,313 | XML |
| 990-PF | August 2023 | $2,038,532 | $1,064,191 | $18,647,584 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 23-6743142).
Questions about ANTHONY P FALCONE TRUST UW
- What is the EIN of ANTHONY P FALCONE TRUST UW?
- The employer identification number (EIN) of ANTHONY P FALCONE TRUST UW is 23-6743142.
- Is ANTHONY P FALCONE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ANTHONY P FALCONE TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANTHONY P FALCONE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANTHONY P FALCONE TRUST UW due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANTHONY P FALCONE TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ANTHONY P FALCONE TRUST UW?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $127,319 (BRYN MAWR TRUST CO, CO-TRUSTEE).
- How much revenue does ANTHONY P FALCONE TRUST UW have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,346,602, expenses of $1,433,657 and total assets of $19,406,258 at year end.
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