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Nonprofit · EIN 23-2951047

KEYSTONE MOUNTAIN TR UA 112097

Also known as MORRISON HERBERT D TTEE

Tax-exempt · MUNCY VALLEY, PA 17758

Financials

$126K$79K2023$136K$80K2024$130K$74K2025
Revenue Expenses · by fiscal year end
Financials of KEYSTONE MOUNTAIN TR UA 112097 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$129,984$74,433$55,551$479,857$0$479,857
December 31, 2024990-PF$135,584$79,614$55,970$424,333$0$424,333
December 31, 2023990-PF$126,172$78,658$47,514$363,659$0$363,659
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,980
Dividends
$14,797
Interest
$221
Other income
$13,986

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$209

Balance sheet and other

Total assets, start of year
$424,333
Total assets, end of year
$479,857
Total liabilities, end of year
$0
Net assets, end of year
$479,857
Fair market value of assets
$479,857
Net investment income
$15,018

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
SAMUEL LUNDQUIST
564 HANSELL RD, WYNNEWOOD, PA 19096
TRUSTEE0$0
DARWIN HATCH
1192 RR 1, FORKSVILLE, PA 18616
TRUSTEE0$0
CHARLES HEIMSATH
605 BRAZOS, AUSTIN, TX 78701
TRUSTEE0$0
SAM KATZ
184 EVERGREEN DR, MUNCY VALLEY, PA 17758
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SAMUEL LUNDQUIST
564 HANSELL RD, WYNNEWOOD, PA 19096
TRUSTEE0$0
DARWIN HATCH
1192 RR 1, FORKSVILLE, PA 18616
TRUSTEE0$0
CHARLES HEIMSATH
605 BRAZOS, AUSTIN, TX 78701
TRUSTEE0$0
SAM KATZ
184 EVERGREEN DR, MUNCY VALLEY, PA 17758
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SAMUEL LUNDQUIST
564 HANSELL RD, WYNNEWOOD, PA 19096
TRUSTEE0$0
DARWIN HATCH
1192 RR 1, FORKSVILLE, PA 18616
TRUSTEE0$0
CHARLES HEIMSATH
605 BRAZOS, AUSTIN, TX 78701
TRUSTEE0$0
SAM KATZ
184 EVERGREEN DR, MUNCY VALLEY, PA 17758
TRUSTEE0$0

Address and contacts

Address (IRS master file)
66 KEYSTONE MTN PARK RD, MUNCY VALLEY, PA 17758-8857
In care of
% NATALIA PARRIS
Signed the 990-PF
SAMUEL LUNDQUIST, TRUSTEE
Phone
(570) 482-2909
Return prepared by
MV Payroll Bookkeeping & Tax Services

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
23-2951047
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
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Environment (C34Z)
Assets (IRS master file)
$479,857
Income (IRS master file)
$129,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$129,984$74,433$479,857IRS
990-PFDecember 2024$135,584$79,614$424,333XML
990-PFDecember 2023$126,172$78,658$363,659IRS
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 23-2951047).

Questions about KEYSTONE MOUNTAIN TR UA 112097

What is the EIN of KEYSTONE MOUNTAIN TR UA 112097?
The employer identification number (EIN) of KEYSTONE MOUNTAIN TR UA 112097 is 23-2951047.
Is KEYSTONE MOUNTAIN TR UA 112097 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to KEYSTONE MOUNTAIN TR UA 112097 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KEYSTONE MOUNTAIN TR UA 112097 file?
Form 990-PF. Private foundations file every year.
When is the next return of KEYSTONE MOUNTAIN TR UA 112097 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 KEYSTONE MOUNTAIN TR UA 112097 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 KEYSTONE MOUNTAIN TR UA 112097?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does KEYSTONE MOUNTAIN TR UA 112097 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $129,984, expenses of $74,433 and total assets of $479,857 at year end.

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