Nonprofit · EIN 22-2751187
PINE TREE FOUNDATION
Tax-exempt · GLADWYNE, PA 19035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $1,584,722 | $1,229,506 | $355,216 | $20,509,642 | $20,795 | $20,488,847 |
| July 31, 2024 | 990-PF | $1,284,852 | $1,124,251 | $160,601 | $20,133,631 | $0 | $20,133,631 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $860,466
- Net gain from sales of assets
- $724,256
Expenses
- Grants and similar amounts paid
- $1,200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,200,000
- Excise tax on investment income
- $21,936
Balance sheet and other
- Total assets, start of year
- $20,133,631
- Total assets, end of year
- $20,509,642
- Total liabilities, end of year
- $20,795
- Net assets, end of year
- $20,488,847
- Fair market value of assets
- $24,478,777
- Qualifying distributions
- $1,200,000
- Net investment income
- $1,584,722
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A MORRIS WILLIAMS JR 120 RIGHTERS MILL ROAD, GLADWYNE, PA 19035 | DIRECTOR & PRESIDENT | 4 | $0 |
| SUSAN W BELTZ 31 E SILVER SAGE DRIVE, CRESTED BUTTE, CO 81224 | DIRECTOR, & SECRETARY | 1 | $0 |
| KEVIN BELTZ 31 E SILVER SAGE DRIVE, CRESTED BUTTE, CO 81224 | DIRECTOR | 1 | $0 |
| JOANNE W MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR & VICE PRESIDENT | 1 | $0 |
| GARY MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR & TREASURER | 1 | $0 |
| KELSEY A BELTZ 35 RUE DE NAPLES, PARIS, 75008, FR | DIRECTOR | 1 | $0 |
| ETHAN MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR | 1 | $0 |
| JAMES BELTZ 230 POPLAR STREET UNIT F, DENVER, CO 80220 | DIRECTOR | 1 | $0 |
| CHASE MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR | 1 | $0 |
990-PF for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A MORRIS WILLIAMS JR 120 RIGHTERS MILL ROAD, GLADWYNE, PA 19035 | DIRECTOR & PRESIDENT | 4 | $0 |
| SUSAN W BELTZ 31 E SILVER SAGE DRIVE, CRESTED BUTTE, CO 81224 | DIRECTOR, & SECRETARY | 1 | $0 |
| KEVIN BELTZ 31 E SILVER SAGE DRIVE, CRESTED BUTTE, CO 81224 | DIRECTOR | 1 | $0 |
| JOANNE W MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR & VICE PRESIDENT | 1 | $0 |
| GARY MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR & TREASURER | 1 | $0 |
| KELSEY A BELTZ 35 RUE DE NAPLES, PARIS, 75008, FR | DIRECTOR | 1 | $0 |
| ETHAN MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR | 1 | $0 |
| JAMES BELTZ 230 POPLAR STREET UNIT F, DENVER, CO 80220 | DIRECTOR | 1 | $0 |
| CHASE MARKMAN 207 LONE OAK DRIVE, BRYN MAWR, PA 19010 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 120 RIGHTERS MILL RD, GLADWYNE, PA 19035-1531
- Signed the 990-PF
- GARY MARKMAN, DIRECTOR
- Phone
- (610) 649-4601
- Return prepared by
- ZWEIG RAMICK & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2751187
- 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
- 1986
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $20,509,642
- Income (IRS master file)
- $6,481,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $1,584,722 | $1,229,506 | $20,509,642 | XML |
| 990-PF | July 2024 | $1,284,852 | $1,124,251 | $20,133,631 | IRS |
| 990-PF | July 2023 | $1,311,180 | $1,217,296 | $19,973,120 | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 22-2751187).
Questions about PINE TREE FOUNDATION
- What is the EIN of PINE TREE FOUNDATION?
- The employer identification number (EIN) of PINE TREE FOUNDATION is 22-2751187.
- Is PINE TREE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to PINE TREE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PINE TREE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PINE TREE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PINE TREE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of PINE TREE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PINE TREE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,584,722, expenses of $1,229,506 and total assets of $20,509,642 at year end.
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