Nonprofit · EIN 38-7183381
JOHN A FISHER CHARITABLE TR
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $14,970 | $21,935 | -$6,965 | $305,016 | $0 | $305,016 |
| May 31, 2024 | 990-PF | $52,830 | $21,052 | $31,778 | $311,279 | $0 | $311,279 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $6,991
- Net gain from sales of assets
- $7,979
Expenses
- Grants and similar amounts paid
- $15,576
- Compensation of officers, directors and key employees
- $4,300
- Disbursements for charitable purposes
- $15,576
- Excise tax on investment income
- $208
Balance sheet and other
- Total assets, start of year
- $311,279
- Total assets, end of year
- $305,016
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,016
- Fair market value of assets
- $328,559
- Qualifying distributions
- $15,576
- Net investment income
- $14,970
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964 | TRUSTEE | 1 | $4,300 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964 | TRUSTEE | 1 | $4,131 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK AND TRUST CO
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7183381
- 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
- 2017
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $305,016
- Income (IRS master file)
- $42,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $14,970 | $21,935 | $305,016 | XML |
| 990-PF | May 2024 | $52,830 | $21,052 | $311,279 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 38-7183381).
Questions about JOHN A FISHER CHARITABLE TR
- What is the EIN of JOHN A FISHER CHARITABLE TR?
- The employer identification number (EIN) of JOHN A FISHER CHARITABLE TR is 38-7183381.
- Is JOHN A FISHER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOHN A FISHER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN A FISHER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN A FISHER CHARITABLE TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN A FISHER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JOHN A FISHER CHARITABLE TR?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,300 (Univest Bank, TRUSTEE).
- How much revenue does JOHN A FISHER CHARITABLE TR have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $14,970, expenses of $21,935 and total assets of $305,016 at year end.
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All nonprofits in SOUDERTON · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations