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Nonprofit · EIN 25-6818269

ANTHONY OR RUTH BURTON ENDOWMENT FUND

Tax-exempt · NEWTOWN, PA 18940

Financials

$6K$9K2023$7K$10K2024$8K$10K2025
Revenue Expenses · by fiscal year end
Financials of ANTHONY OR RUTH BURTON ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,588$9,769-$2,181$103,378$0$103,378
December 31, 2024990-PF$6,834$9,748-$2,914$105,521$0$105,521
December 31, 2023990-PF$5,597$9,373-$3,776$108,458$0$108,458
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,133
Net gain from sales of assets
$3,455

Expenses

Grants and similar amounts paid
$7,600
Compensation of officers, directors and key employees
$1,344
Disbursements for charitable purposes
$7,600
Excise tax on investment income
$76

Balance sheet and other

Total assets, start of year
$105,521
Total assets, end of year
$103,378
Total liabilities, end of year
$0
Net assets, end of year
$103,378
Fair market value of assets
$164,874
Qualifying distributions
$7,600
Net investment income
$7,588

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.

NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF NEWTOWN
34 S STATE STREET, NEWTOWN, PA 18940
TRUSTEE2$1,344
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF NEWTOWN
34 S STATE STREET, NEWTOWN, PA 18940
TRUSTEE2$1,293
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF NEWTOWN
34 S STATE STREET, NEWTOWN, PA 18940
TRUSTEE2$1,196
ERICA ARMOUR
4 YARDLEY AVE, FALSINGTON, PA 190541117
EXECUTIVE SECRETARY20$0

Address and contacts

Address (IRS master file)
34 S STATE ST, NEWTOWN, PA 18940-1953
In care of
% THE FIRST NATL BANK NEWTOWN
Signed the 990-PF
FIRST NATIONAL BANK TRUST CO, Trustee
Phone
(215) 968-4872
Return prepared by
KRUGGEL LAWTON & COMPANY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6818269
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$103,378
Income (IRS master file)
$10,461

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,588$9,769$103,378IRS
990-PFDecember 2024$6,834$9,748$105,521IRS
990-PFDecember 2023$5,597$9,373$108,458XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 25-6818269).

Questions about ANTHONY OR RUTH BURTON ENDOWMENT FUND

What is the EIN of ANTHONY OR RUTH BURTON ENDOWMENT FUND?
The employer identification number (EIN) of ANTHONY OR RUTH BURTON ENDOWMENT FUND is 25-6818269.
Is ANTHONY OR RUTH BURTON ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to ANTHONY OR RUTH BURTON ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANTHONY OR RUTH BURTON ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ANTHONY OR RUTH BURTON ENDOWMENT FUND 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 ANTHONY OR RUTH BURTON ENDOWMENT FUND 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 ANTHONY OR RUTH BURTON ENDOWMENT FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,344 (FIRST NATIONAL BANK OF NEWTOWN, TRUSTEE).
How much revenue does ANTHONY OR RUTH BURTON ENDOWMENT FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,588, expenses of $9,769 and total assets of $103,378 at year end.

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