Nonprofit · EIN 23-7776386
MARIE E HEYBURN TRUST UNDER DEED
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,098 | $19,661 | $16,437 | $236,046 | $0 | $236,046 |
| December 31, 2024 | 990-PF | $31,975 | $19,320 | $12,655 | $219,609 | $0 | $219,609 |
| December 31, 2023 | 990-PF | $13,681 | $20,275 | -$6,594 | $206,954 | $0 | $206,954 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,328
- Interest
- $23
- Net gain from sales of assets
- $25,747
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $3,458
- Disbursements for charitable purposes
- $15,729
- Excise tax on investment income
- $438
Balance sheet and other
- Total assets, start of year
- $219,609
- Total assets, end of year
- $236,046
- Total liabilities, end of year
- $0
- Net assets, end of year
- $236,046
- Fair market value of assets
- $357,742
- Qualifying distributions
- $15,729
- Net investment income
- $35,457
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 NATIONAL BANK OF MALVERN 2 WEST KING STREET, MALVERN, PA 193552410 | TRUSTEE | 2 | $3,458 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NATIONAL BANK OF MALVERN 2 WEST KING STREET, MALVERN, PA 193552410 | TRUSTEE | 2 | $3,374 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NATIONAL BANK OF MALVERN 2 WEST KING STREET, MALVERN, PA 193552410 | TRUSTEE | 2 | $3,353 |
Address and contacts
- Address (IRS master file)
- 2 W KING ST, MALVERN, PA 19355-2410
- In care of
- % BANK OF MALVERN
- Signed the 990-PF
- THE NATIONAL BANK OF MALVERN, TRUSTEE
- Phone
- (610) 647-0100
- Return prepared by
- PROCIAK & ASSOCIATES 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
- 23-7776386
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $236,046
- Income (IRS master file)
- $36,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,098 | $19,661 | $236,046 | XML |
| 990-PF | December 2024 | $31,975 | $19,320 | $219,609 | XML |
| 990-PF | December 2023 | $13,681 | $20,275 | $206,954 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 23-7776386).
Questions about MARIE E HEYBURN TRUST UNDER DEED
- What is the EIN of MARIE E HEYBURN TRUST UNDER DEED?
- The employer identification number (EIN) of MARIE E HEYBURN TRUST UNDER DEED is 23-7776386.
- Is MARIE E HEYBURN TRUST UNDER DEED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MARIE E HEYBURN TRUST UNDER DEED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIE E HEYBURN TRUST UNDER DEED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIE E HEYBURN TRUST UNDER DEED 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 MARIE E HEYBURN TRUST UNDER DEED 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 MARIE E HEYBURN TRUST UNDER DEED?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,458 (THE NATIONAL BANK OF MALVERN, TRUSTEE).
- How much revenue does MARIE E HEYBURN TRUST UNDER DEED have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,098, expenses of $19,661 and total assets of $236,046 at year end.
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