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Nonprofit · EIN 38-6884649

MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060

Tax-exempt (reinstated) · SOUDERTON, PA 18964

Financials

$6K$8K2022$9K$3K2023$11K$15K2024
Revenue Expenses · by fiscal year end
Financials of MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$11,474$15,092-$3,618$114,736$0$114,736
September 30, 2024990-PF$9,268$3,175$6,093$118,355$0$118,355
September 30, 2023990-PF$5,625$8,449-$2,824$112,262$0$112,262
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$2,906
Net gain from sales of assets
$8,568

Expenses

Grants and similar amounts paid
$12,338
Compensation of officers, directors and key employees
$2,025
Disbursements for charitable purposes
$12,338
Excise tax on investment income
$159

Balance sheet and other

Total assets, start of year
$118,355
Total assets, end of year
$114,736
Total liabilities, end of year
$0
Net assets, end of year
$114,736
Fair market value of assets
$141,172
Qualifying distributions
$12,338
Net investment income
$11,474

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Univest Bank
14 N Main Street PO Box 197, Souderton, PA 18964
Trustee1$2,025
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
Univest Bank
14 N Main Street PO Box 197, Souderton, PA 18964
Trustee1$2,025
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
Univest Bank
14 N Main Street PO Box 197, Souderton, PA 18964
Trustee1$2,025

Address and contacts

Address (IRS master file)
PO BOX 559, SOUDERTON, PA 18964-0559
In care of
% UNIVEST NATIONAL BANK & TRUST CO
Signed the 990-PF
DARREN JOHNSON, SVP and Sr. TO
Phone
(215) 721-2400
Return prepared by
BAUM SMITH & CLEMENS 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
38-6884649
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
2018
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$114,736
Income (IRS master file)
$21,314

Revocation and reinstatement

Exemption revoked
February 15, 2018
Posted by the IRS
September 11, 2018
Reinstated
Effective February 15, 2018

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$11,474$15,092$114,736XML
990-PFSeptember 2024$9,268$3,175$118,355XML
990-PFSeptember 2023$5,625$8,449$112,262XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 38-6884649).

Questions about MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060

What is the EIN of MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060?
The employer identification number (EIN) of MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 is 38-6884649.
Is MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 tax-exempt?
Yes. The IRS revoked its exemption on February 15, 2018 and reinstated it effective February 15, 2018.
Are donations to MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,025 (Univest Bank, Trustee).
How much revenue does MARY S ZIEGLER SCHOLARSHIP TRUST FBO NORTH PENN HIGH SCHOOL 1624060 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,474, expenses of $15,092 and total assets of $114,736 at year end.

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