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Nonprofit · EIN 23-6469046

TRUST U/W CHARLES P OCONNOR

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$381K$499K2022$1.4M$535K2023$726K$620K2024
Revenue Expenses · by fiscal year end
Financials of TRUST U/W CHARLES P OCONNOR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$726,416$619,733$106,683$10,911,775$0$10,911,775
March 31, 2024990$1,380,716$534,547$846,169$9,878,068$0$9,878,068
March 31, 2023990$380,636$498,839-$118,203$9,031,899$0$9,031,899
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$481,159
Net gain from sales of assets
$287,253
Other revenue
$245,257

Expenses

Grants and similar amounts paid
$563,742
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$586,085
Management and general (functional)
$33,648

Balance sheet and other

Total assets, start of year
$9,878,068
Total assets, end of year
$10,911,775
Total liabilities, end of year
$0
Net assets, end of year
$10,911,775
Publicly traded securities
$7,238,825
Gross unrelated business income
$17,840
Gross receipts
$2,374,695
Employees
0
Year formed
1963
State of legal domicile
PA

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 for the year ended March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE GLENMEDE TRUST CO N ATRUSTEE
Institutional trustee
8$44,686
990 for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
THE GLENMEDE TRUST CO N ATRUSTEE
Institutional trustee
–$36,838
990 for the year ended March 31, 2023: 1 people
NameTitleHours / weekCompensation
THE GLENMEDE TRUST CO N ATRUSTEE
Institutional trustee
–$36,838

Address and contacts

Address (IRS master file)
GLENMEDE TRUST CO 1650 MARKET ST, PHILADELPHIA, PA 19103-0000
In care of
% TRUST UW NO 49 TRUST CO TR
Principal officer (990 for 2024)
THE GLENMEDE TRUST CO N A, 1650 MARKET ST - STE 4000, PHILA, PA 191037391
Signed the 990
MELISSA BURKE, Director
Phone
(215) 419-6000
Return prepared by
ERNST & YOUNG US LLP

Mission

TO SUPPORT THE LANKENAU HOSPITAL FOUNDATION DEVELOPMENT FUND, PARTICULARLY TO BE USED FOR THE FUTURE CAPITAL IMPROVEMENT FUND.

990 for the year ended March 31, 2025

Program accomplishments

  • LANKENAU HOSPITAL FOUNDATION
    Expenses $586,085 · grants $563,742

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
23-6469046
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1978
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E110)
Assets (IRS master file)
$10,911,775
Income (IRS master file)
$2,374,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$726,416$619,733$10,911,775XML
990-TMarch 2025–––IRS
990March 2024$1,380,716$534,547$9,878,068XML
990-TMarch 2024–––IRS
990March 2023$380,636$498,839$9,031,899XML
990-TMarch 2023–––IRS
990March 2022$745,020$484,724$9,150,102IRS
990-TMarch 2022–––IRS
990March 2021–––IRS
990-TMarch 2021–––IRS
990March 2020–––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 23-6469046).

Questions about TRUST U/W CHARLES P OCONNOR

What is the EIN of TRUST U/W CHARLES P OCONNOR?
The employer identification number (EIN) of TRUST U/W CHARLES P OCONNOR is 23-6469046.
Is TRUST U/W CHARLES P OCONNOR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to TRUST U/W CHARLES P OCONNOR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does TRUST U/W CHARLES P OCONNOR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRUST U/W CHARLES P OCONNOR due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST U/W CHARLES P OCONNOR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of TRUST U/W CHARLES P OCONNOR?
The 990 for the year ended March 31, 2025 names THE GLENMEDE TRUST CO N A.
Who are the officers and directors of TRUST U/W CHARLES P OCONNOR?
The 990 for the year ended March 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $44,686 (THE GLENMEDE TRUST CO N A, TRUSTEE).
How much revenue does TRUST U/W CHARLES P OCONNOR have?
On its 990 for the year ended March 31, 2025 it reported revenue of $726,416, expenses of $619,733 and total assets of $10,911,775 at year end.

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