Nonprofit · EIN 23-6242707
HARRY K ALWINE RESIDUARY TRUST
Tax-exempt · HERSHEY, PA 17033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $194,425 | $263,538 | -$69,113 | $3,659,698 | $0 | $3,659,698 |
| December 31, 2024 | 990-PF | $214,505 | $239,519 | -$25,014 | $3,728,811 | $0 | $3,728,811 |
| December 31, 2023 | 990-PF | $47,538 | $231,888 | -$184,350 | $3,753,825 | $0 | $3,753,825 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $112,066
- Net gain from sales of assets
- $82,359
Expenses
- Grants and similar amounts paid
- $221,175
- Compensation of officers, directors and key employees
- $36,832
- Disbursements for charitable purposes
- $234,530
- Excise tax on investment income
- $2,359
Balance sheet and other
- Total assets, start of year
- $3,728,811
- Total assets, end of year
- $3,659,698
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,659,698
- Fair market value of assets
- $4,726,694
- Qualifying distributions
- $234,530
- Net investment income
- $194,425
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | TRUSTEE | 5 | $36,832 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | TRUSTEE | 5 | $30,135 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYN MAWR TRUST CO 1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033 | TRUSTEE | 5 | $28,330 |
Address and contacts
- Address (IRS master file)
- CO BMTC 1 E CHOCOLATE AVE 200, HERSHEY, PA 17033-0000
- In care of
- % BMTC
- Signed the 990-PF
- JENNIFER MARSHALL, SENIOR VP
- Phone
- (717) 534-3225
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6242707
- 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
- 1961
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,659,698
- Income (IRS master file)
- $1,404,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $194,425 | $263,538 | $3,659,698 | IRS |
| 990-PF | December 2024 | $214,505 | $239,519 | $3,728,811 | IRS |
| 990-PF | December 2023 | $47,538 | $231,888 | $3,753,825 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 23-6242707).
Questions about HARRY K ALWINE RESIDUARY TRUST
- What is the EIN of HARRY K ALWINE RESIDUARY TRUST?
- The employer identification number (EIN) of HARRY K ALWINE RESIDUARY TRUST is 23-6242707.
- Is HARRY K ALWINE RESIDUARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to HARRY K ALWINE RESIDUARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRY K ALWINE RESIDUARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY K ALWINE RESIDUARY TRUST 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 HARRY K ALWINE RESIDUARY TRUST 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 HARRY K ALWINE RESIDUARY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,832 (BRYN MAWR TRUST CO, TRUSTEE).
- How much revenue does HARRY K ALWINE RESIDUARY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $194,425, expenses of $263,538 and total assets of $3,659,698 at year end.
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