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Nonprofit · EIN 23-6997962

PENNSBURY SOCIETY ENDOWMENT TR

Also known as RENNINGER JOHN S TTEE

Tax-exempt · MORRISVILLE, PA 19067

Financials

$76K$40K2022$26K$100K2023$91K$150K2024
Revenue Expenses · by fiscal year end
Financials of PENNSBURY SOCIETY ENDOWMENT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$90,864$150,000-$59,136$1,294,127$0$1,294,127
June 30, 2024990$26,029$100,000-$73,971$1,312,219$0$1,312,219
June 30, 2023990$76,423$40,000$36,423$1,277,943$0$1,277,943
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$90,864
Net gain from sales of assets
$13,776
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$150,000

Balance sheet and other

Total assets, start of year
$1,312,219
Total assets, end of year
$1,294,127
Total liabilities, end of year
$0
Net assets, end of year
$1,294,127
Publicly traded securities
$1,267,771
Net assets without donor restrictions
$1,294,127
Gross receipts
$227,088
Employees
0
Volunteers
0
Year formed
1989
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
RON SCHMIDPRESIDENT
Trustee or director, Officer
1$0
RON MATLACKVICE PRESIDENT
Trustee or director, Officer
1$0
EARL BRUCKTREASURER
Trustee or director, Officer
1$0
SUE CROOKTREASURER
Trustee or director, Officer
1$0
DOUG MILLERTRUSTEE
Trustee or director
0.5$0
PETER LACHANCETRUSTEE
Trustee or director
0.5$0
HUGO ROCHATRUSTEE
Trustee or director
0.5$0
BILL GERHAUSERTRUSTEE
Trustee or director
0.5$0
MICHELLE WEXLERTRUSTEE
Trustee or director
0.5$0
JOHN BACKUSTRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
RON SCHMIDPRESIDENT
Trustee or director, Officer
1$0
RON MATLACKVICE PRESIDENT
Trustee or director, Officer
1$0
EARL BRUCKTREASURER
Trustee or director, Officer
1$0
SUE CROOKASSIST TREASURER
Trustee or director, Officer
1$0
DOUG MILLERTRUSTEE
Trustee or director
0.5$0
PETER LACHANCETRUSTEE
Trustee or director
0.5$0
BARBARA KIRKTRUSTEE
Trustee or director
0.5$0
HUGO ROCHATRUSTEE
Trustee or director
0.5$0
BILL GERHAUSERTRUSTEE
Trustee or director
0.5$0
MICHELLE WEXLERTRUSTEE
Trustee or director
0.5$0
JOHN BACKUSTRUSTEE
Trustee or director
0.5$0
JONATHAN LOVETRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
ANDREW CORRIGANTRUSTEE
Trustee or director
0.5$0
SUSAN S CROOKASSIST TREAS
Trustee or director, Officer
1$0
SEAN D SCHAFER ESQTRUSTEE
Trustee or director
0.5$0
BARBARA M KIRK ESQTRUSTEE
Trustee or director
0.5$0
PETER LACHANCETRUSTEE
Trustee or director
0.5$0
RON MATLACKVICE PRESIDE
Trustee or director, Officer
1$0
DOUG MILLERTRUSTEE
Trustee or director
0.5$0
HUGO ROCHAV.P. OF FINA
Trustee or director, Officer
1$0
RON SCHMIDPRESIDENT
Trustee or director, Officer
1$0
MIKE STENGELSECRETARY
Trustee or director, Officer
1$0
PAUL WULFINGTREASURER
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
400 PENNSBURY MEMORIAL RD, MORRISVILLE, PA 19067-6701
Principal officer (990 for 2024)
RON SCHMID, 400 PENNSBURY MEMORIAL ROAD, MORRISVILLE, PA 19067
Signed the 990
RON SCHMID, PRESIDENT
Phone
(215) 946-0400
Return prepared by
KEISER GIORDANO CPA'S PC

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE PENNSBURY SOCIETY TO ENSURE THE NEEDS, GOALS AND PRESERVATION OF PENNSBURY MANOR AS A MUSEUM, HISTORICAL SITE & EDUCATIONAL RESOURCE FOR THE GENERAL PUBLIC.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL PROGRAMMING AND TOURS, EXHIBITS, PUBLIC AND SPECIAL EVENTS, CULTIVATION AND FUNDRAISING EFFORS, PARTNERSHIPS WITH RELATED ORGANIZATIONS AND GROUPS AND ASSISTING IN MAINTAINING AND PRESENTING THE SITE TO AND FOR OUR VISITORS.
    Expenses $150,000

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-6997962
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
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,294,127
Income (IRS master file)
$227,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$90,864$150,000$1,294,127XML
990June 2024$26,029$100,000$1,312,219XML
990June 2023$76,423$40,000$1,277,943XML
990June 2022$92,935$27,200$1,206,057IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 23-6997962).

Questions about PENNSBURY SOCIETY ENDOWMENT TR

What is the EIN of PENNSBURY SOCIETY ENDOWMENT TR?
The employer identification number (EIN) of PENNSBURY SOCIETY ENDOWMENT TR is 23-6997962.
Is PENNSBURY SOCIETY ENDOWMENT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to PENNSBURY SOCIETY ENDOWMENT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does PENNSBURY SOCIETY ENDOWMENT TR 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 PENNSBURY SOCIETY ENDOWMENT TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNSBURY SOCIETY ENDOWMENT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PENNSBURY SOCIETY ENDOWMENT TR?
The 990 for the year ended June 30, 2025 names RON SCHMID.
Who are the officers and directors of PENNSBURY SOCIETY ENDOWMENT TR?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does PENNSBURY SOCIETY ENDOWMENT TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $90,864, expenses of $150,000 and total assets of $1,294,127 at year end.

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