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Nonprofit · EIN 23-6846849

DR ARTHUR J & HELEN M HORVAT FOUNDATION

Tax-exempt · ORLANDO, FL 32891

Financials

$260K$335K2023$432K$343K2024$613K$356K2025
Revenue Expenses · by fiscal year end
Financials of DR ARTHUR J & HELEN M HORVAT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$612,781$355,882$256,899$6,012,243$0$6,012,243
December 31, 2024990-PF$431,715$342,740$88,975$5,754,408$0$5,754,408
December 31, 2023990-PF$259,800$335,092-$75,292$5,663,849$0$5,663,849
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$157,093
Net gain from sales of assets
$455,688

Expenses

Grants and similar amounts paid
$246,218
Compensation of officers, directors and key employees
$93,674
Disbursements for charitable purposes
$300,250
Excise tax on investment income
$7,818

Balance sheet and other

Total assets, start of year
$5,754,408
Total assets, end of year
$6,012,243
Total liabilities, end of year
$0
Net assets, end of year
$6,012,243
Fair market value of assets
$6,842,611
Qualifying distributions
$300,250
Net investment income
$610,458

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
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE12$48,674
JOHN R SAURMAN
8368 FISHER ROAD, ELKINS, PA 19027
CO-TRUSTEE2$12,000
NICHOLAS D TELLIE ESQ
310 EAST DRINKER STREET, DUNMORE, PA 18512
CO-TRUSTEE2$12,000
ROSE ANN LAVELLE
118 GRANDVIEW DRIVE, PITTSTON, PA 18640
CO-TRUSTEE2$7,000
DONALD H KIEFFER
56 ANN DRIVE, DANVILLE, PA 17821
SCHOALRSHIP COMMITTEE2$7,000
MAUREEN T MCAUVIC
26 ENGLEWOOD TERRACE, FORTY FORT, PA 18704
CO-TRUSTEE2$7,000
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE12$46,585
JOHN R SAURMAN
8368 FISHER ROAD, ELKINS, PA 19027
CO-TRUSTEE2$12,000
NICHOLAS D TELLIE ESQ
310 EAST DRINKER STREET, DUNMORE, PA 18512
CO-TRUSTEE2$12,000
ROSE ANN LAVELLE
118 GRANDVIEW DRIVE, PITTSTON, PA 18640
CO-TRUSTEE2$7,000
DONALD H KIEFFER
56 ANN DRIVE, DANVILLE, PA 17821
SCHOALRSHIP COMMITTEE2$7,000
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE12$49,461
JOHN R SAURMAN
8368 FISHER ROAD, ELKINS, PA 19027
CO-TRUSTEE2$12,000
NICHOLAS D TELLIE ESQ
310 EAST DRINKER STREET, DUNMORE, PA 18512
CO-TRUSTEE2$12,000
ROSE ANN LAVELLE
118 GRANDVIEW DRIVE, PITTSTON, PA 18640
CO-TRUSTEE2$7,000
DONALD H KIEFFER
56 ANN DRIVE, DANVILLE, PA 17821
SCHOALRSHIP COMMITTEE2$7,000

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% FIRST UNION NATIONAL BANK
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(844) 382-3122
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
23-6846849
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,012,243
Income (IRS master file)
$3,894,274

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$612,781$355,882$6,012,243XML
990-PFDecember 2024$431,715$342,740$5,754,408XML
990-PFDecember 2023$259,800$335,092$5,663,849XML
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 23-6846849).

Questions about DR ARTHUR J & HELEN M HORVAT FOUNDATION

What is the EIN of DR ARTHUR J & HELEN M HORVAT FOUNDATION?
The employer identification number (EIN) of DR ARTHUR J & HELEN M HORVAT FOUNDATION is 23-6846849.
Is DR ARTHUR J & HELEN M HORVAT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to DR ARTHUR J & HELEN M HORVAT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR ARTHUR J & HELEN M HORVAT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DR ARTHUR J & HELEN M HORVAT FOUNDATION 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 DR ARTHUR J & HELEN M HORVAT FOUNDATION 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 DR ARTHUR J & HELEN M HORVAT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $48,674 (TRUIST BANK, TRUSTEE).
How much revenue does DR ARTHUR J & HELEN M HORVAT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $612,781, expenses of $355,882 and total assets of $6,012,243 at year end.

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