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Nonprofit · EIN 20-8091817

DAVID A AND HELEN P HORN CHARITABLE TR

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$221K$190K2023$641K$218K2024$244K$237K2025
Revenue Expenses · by fiscal year end
Financials of DAVID A AND HELEN P HORN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$243,904$236,748$7,156$3,484,102$0$3,484,102
December 31, 2024990-PF$640,911$217,750$423,161$3,476,771$0$3,476,771
December 31, 2023990-PF$220,657$189,971$30,686$3,053,330$0$3,053,330
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$90,574
Net gain from sales of assets
$153,330

Expenses

Grants and similar amounts paid
$196,000
Compensation of officers, directors and key employees
$17,009
Disbursements for charitable purposes
$206,375
Excise tax on investment income
$3,176

Balance sheet and other

Total assets, start of year
$3,476,771
Total assets, end of year
$3,484,102
Total liabilities, end of year
$0
Net assets, end of year
$3,484,102
Fair market value of assets
$4,166,746
Qualifying distributions
$206,375
Net investment income
$243,904

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
GLENMEDE TRUST CO N A
1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103
CO-TRUSTEE5$17,009
HELEN H BICKELL
1014 CIRCLE ON THE GREEN, COLUMBUS, OH 43235
CO-TRUSTEE1$0
CAROLYN H SEIDLE
20 STURBRIDGE LANE, WAYNE, PA 19087
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
HELEN H BICKELL
1014 CIRCLE ON THE GREEN, COLUMBUS, OH 43235
TRUSTEE0$0
CAROLYN H SEIDLE
20 STURBRIDGE LANE, WAYNE, PA 19087
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
HELEN H BICKELL
1014 CIRCLE ON THE GREEN, COLUMBUS, OH 43235
TRUSTEE0$0
CAROLYN H SEIDLE
20 STURBRIDGE LANE, WAYNE, PA 19087
TRUSTEE0$0

Address and contacts

Address (IRS master file)
C/O GLENMEDE 1650 MARKET ST STE, PHILADELPHIA, PA 19103-0000
In care of
% KENNETH E AHL
Signed the 990-PF
MELISSA L BURKE, MANAGING DIRECT
Phone
(215) 419-6000
Return prepared by
ERNST & YOUNG US 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 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
20-8091817
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,484,102
Income (IRS master file)
$677,231

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$243,904$236,748$3,484,102IRS
990-PFDecember 2024$640,911$217,750$3,476,771IRS
990-PFDecember 2023$220,657$189,971$3,053,330XML
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 20-8091817).

Questions about DAVID A AND HELEN P HORN CHARITABLE TR

What is the EIN of DAVID A AND HELEN P HORN CHARITABLE TR?
The employer identification number (EIN) of DAVID A AND HELEN P HORN CHARITABLE TR is 20-8091817.
Is DAVID A AND HELEN P HORN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to DAVID A AND HELEN P HORN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID A AND HELEN P HORN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID A AND HELEN P HORN CHARITABLE TR 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 DAVID A AND HELEN P HORN CHARITABLE TR 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 DAVID A AND HELEN P HORN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $17,009 (GLENMEDE TRUST CO N A, CO-TRUSTEE).
How much revenue does DAVID A AND HELEN P HORN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $243,904, expenses of $236,748 and total assets of $3,484,102 at year end.

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