Nonprofit · EIN 23-7749492
HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS
Tax-exempt · RADNOR, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,983 | $87,691 | $58,292 | $1,835,572 | $0 | $1,835,572 |
| December 31, 2024 | 990-PF | $176,082 | $87,101 | $88,981 | $1,777,331 | $0 | $1,777,331 |
| December 31, 2023 | 990-PF | $111,786 | $93,808 | $17,978 | $1,688,562 | $0 | $1,688,562 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $70,193
- Net gain from sales of assets
- $75,790
Expenses
- Grants and similar amounts paid
- $73,406
- Compensation of officers, directors and key employees
- $9,732
- Disbursements for charitable purposes
- $78,272
- Excise tax on investment income
- $1,882
Balance sheet and other
- Total assets, start of year
- $1,777,331
- Total assets, end of year
- $1,835,572
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,835,572
- Fair market value of assets
- $2,776,539
- Qualifying distributions
- $78,272
- Net investment income
- $142,025
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546 | TRUSTEE | 1 | $9,732 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546 | TRUSTEE | 1 | $9,298 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE HAVERFORD TRUST COMPANY THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546 | TRUSTEE | 1 | $8,596 |
Address and contacts
- Address (IRS master file)
- THREE RADNOR CORP CENTER SUITE 450, RADNOR, PA 19087-4580
- In care of
- % HAVERFORD TRUST COMPANY TTEE
- Signed the 990-PF
- JOHN S NILES, TRUSTEE
- Return prepared by
- DELOITTE TAX LLP
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 | 990-PF 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
- 23-7749492
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,835,572
- Income (IRS master file)
- $367,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,983 | $87,691 | $1,835,572 | XML |
| 990-PF | December 2024 | $176,082 | $87,101 | $1,777,331 | IRS |
| 990-PF | December 2023 | $111,786 | $93,808 | $1,688,562 | 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 23-7749492).
Questions about HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS
- What is the EIN of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS?
- The employer identification number (EIN) of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS is 23-7749492.
- Is HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,732 (THE HAVERFORD TRUST COMPANY, TRUSTEE).
- How much revenue does HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,983, expenses of $87,691 and total assets of $1,835,572 at year end.
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All nonprofits in RADNOR · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations