Nonprofit · EIN 25-6512160
RUSSELL SHERTZER TR UW FBO FREY VILLAGE
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $56,603 | $13,307 | $43,296 | $891,105 | $0 | $891,105 |
| December 31, 2024 | 990-PF | $64,084 | $34,377 | $29,707 | $848,939 | $0 | $848,939 |
| December 31, 2023 | 990-PF | $36,812 | $57,477 | -$20,665 | $818,239 | $0 | $818,239 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,823
- Net gain from sales of assets
- $23,604
- Other income
- $176
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $12,013
- Excise tax on investment income
- $618
Balance sheet and other
- Total assets, start of year
- $848,939
- Total assets, end of year
- $891,105
- Total liabilities, end of year
- $0
- Net assets, end of year
- $891,105
- Fair market value of assets
- $1,133,149
- Net investment income
- $56,603
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 |
|---|---|---|---|
| FULTON BANK NA ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602 | TRUSTEE | 0 | $12,013 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK NA ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602 | TRUSTEE | 0 | $11,452 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK NA ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602 | TRUSTEE | 0 | $10,516 |
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, OFFICER
- Phone
- (717) 255-7652
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS 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
- 25-6512160
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $891,105
- Income (IRS master file)
- $56,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $56,603 | $13,307 | $891,105 | IRS |
| 990-PF | December 2024 | $64,084 | $34,377 | $848,939 | IRS |
| 990-PF | December 2023 | $36,812 | $57,477 | $818,239 | 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 25-6512160).
Questions about RUSSELL SHERTZER TR UW FBO FREY VILLAGE
- What is the EIN of RUSSELL SHERTZER TR UW FBO FREY VILLAGE?
- The employer identification number (EIN) of RUSSELL SHERTZER TR UW FBO FREY VILLAGE is 25-6512160.
- Is RUSSELL SHERTZER TR UW FBO FREY VILLAGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to RUSSELL SHERTZER TR UW FBO FREY VILLAGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUSSELL SHERTZER TR UW FBO FREY VILLAGE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUSSELL SHERTZER TR UW FBO FREY VILLAGE 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 RUSSELL SHERTZER TR UW FBO FREY VILLAGE 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 RUSSELL SHERTZER TR UW FBO FREY VILLAGE?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,013 (FULTON BANK NA, TRUSTEE).
- How much revenue does RUSSELL SHERTZER TR UW FBO FREY VILLAGE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,603, expenses of $13,307 and total assets of $891,105 at year end.
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All nonprofits in LANCASTER · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations