Nonprofit · EIN 23-7766856
CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993
Tax-exempt · SHIPPENSBURG, PA 17257
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,847 | $15,509 | -$662 | $248,735 | $0 | $248,735 |
| December 31, 2024 | 990-PF | $17,686 | $14,624 | $3,062 | $249,858 | $0 | $249,858 |
| December 31, 2023 | 990-PF | $5,217 | $15,368 | -$10,151 | $246,779 | $0 | $246,779 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,428
- Net gain from sales of assets
- $7,419
Expenses
- Grants and similar amounts paid
- $10,546
- Compensation of officers, directors and key employees
- $4,152
- Disbursements for charitable purposes
- $12,957
- Excise tax on investment income
- $176
Balance sheet and other
- Total assets, start of year
- $249,858
- Total assets, end of year
- $248,735
- Total liabilities, end of year
- $0
- Net assets, end of year
- $248,735
- Fair market value of assets
- $292,714
- Qualifying distributions
- $12,957
- Net investment income
- $14,847
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 |
|---|---|---|---|
| ORRSTOWN BANK 77 EAST KING STREET, SHIPPENSBURG, PA 17257 | TRUSTEE | 2 | $4,152 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLESBANK 105 LEADER HEIGHTS ROAD, YORK, PA 17403 | TRUSTEE | 2 | $3,981 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLESBANK 105 LEADER HEIGHTS ROAD, YORK, PA 17403 | TRUSTEE | 2 | $2,579 |
Address and contacts
- Address (IRS master file)
- 77 E KING ST, SHIPPENSBURG, PA 17257-1307
- In care of
- % PEOPLES BANK OF GLEN ROCK TTEE
- Signed the 990-PF
- JEFFREY W DENTLER, TRUSTEE
- Phone
- (717) 530-2614
- Return prepared by
- TRUST TAX COMPLIANCE LLC
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
- 23-7766856
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $248,735
- Income (IRS master file)
- $107,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,847 | $15,509 | $248,735 | XML |
| 990-PF | December 2024 | $17,686 | $14,624 | $249,858 | IRS |
| 990-PF | December 2023 | $5,217 | $15,368 | $246,779 | 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 23-7766856).
Questions about CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993
- What is the EIN of CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993?
- The employer identification number (EIN) of CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 is 23-7766856.
- Is CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 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 CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 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 CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,152 (ORRSTOWN BANK, TRUSTEE).
- How much revenue does CHARLOTTE A BORTNER MEMORIAL FUND UNDER WILL DTD 02251993 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,847, expenses of $15,509 and total assets of $248,735 at year end.
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