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Nonprofit · EIN 23-7749492

HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS

Tax-exempt · RADNOR, PA 19087

Financials

$112K$94K2023$176K$87K2024$146K$88K2025
Revenue Expenses · by fiscal year end
Financials of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$145,983$87,691$58,292$1,835,572$0$1,835,572
December 31, 2024990-PF$176,082$87,101$88,981$1,777,331$0$1,777,331
December 31, 2023990-PF$111,786$93,808$17,978$1,688,562$0$1,688,562
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$70,193
Net gain from sales of assets
$75,790

Expenses

Grants and similar amounts paid
$73,406
Compensation of officers, directors and key employees
$9,732
Disbursements for charitable purposes
$78,272
Excise tax on investment income
$1,882

Balance sheet and other

Total assets, start of year
$1,777,331
Total assets, end of year
$1,835,572
Total liabilities, end of year
$0
Net assets, end of year
$1,835,572
Fair market value of assets
$2,776,539
Qualifying distributions
$78,272
Net investment income
$142,025

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
THE HAVERFORD TRUST COMPANY
THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546
TRUSTEE1$9,732
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
THE HAVERFORD TRUST COMPANY
THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546
TRUSTEE1$9,298
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE HAVERFORD TRUST COMPANY
THREE RADNOR CORPORATE CENTER, RADNOR, PA 190874546
TRUSTEE1$8,596

Address and contacts

Address (IRS master file)
THREE RADNOR CORP CENTER SUITE 450, RADNOR, PA 19087-4580
In care of
% HAVERFORD TRUST COMPANY TTEE
Signed the 990-PF
JOHN S NILES, TRUSTEE
Return prepared by
DELOITTE TAX 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
23-7749492
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,835,572
Income (IRS master file)
$367,430

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$145,983$87,691$1,835,572XML
990-PFDecember 2024$176,082$87,101$1,777,331IRS
990-PFDecember 2023$111,786$93,808$1,688,562XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 23-7749492).

Questions about HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS

What is the EIN of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS?
The employer identification number (EIN) of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS is 23-7749492.
Is HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS file?
Form 990-PF. Private foundations file every year.
When is the next return of HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS 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 HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS 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 HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,732 (THE HAVERFORD TRUST COMPANY, TRUSTEE).
How much revenue does HTC COTTEE WALTER R LEFEVRE TD FBO ST JOHNS have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,983, expenses of $87,691 and total assets of $1,835,572 at year end.

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