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Nonprofit · EIN 23-7792979

1994 CHARLES B DEGENSTEIN FOUNDATION

Tax-exempt · SUNBURY, PA 17801

Financials

$1.3M$5.4M2022$4.1M$7.6M2023$6M$7.6M2024
Revenue Expenses · by fiscal year end
Financials of 1994 CHARLES B DEGENSTEIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$5,966,340$7,561,209-$1,594,869$90,351,892$0$90,351,892
June 30, 2024990-PF$4,139,679$7,631,919-$3,492,240$91,709,330$0$91,709,330
June 30, 2023990-PF$1,301,450$5,374,487-$4,073,037$94,636,020$0$94,636,020
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$1,887,066
Interest
$906,271
Net gain from sales of assets
$3,401,954
Other income
-$228,951

Expenses

Grants and similar amounts paid
$6,824,104
Compensation of officers, directors and key employees
$552,238
Disbursements for charitable purposes
$7,177,557
Excise tax on investment income
$72,626

Balance sheet and other

Total assets, start of year
$91,709,330
Total assets, end of year
$90,351,892
Total liabilities, end of year
$0
Net assets, end of year
$90,351,892
Fair market value of assets
$117,078,910
Qualifying distributions
$7,177,557
Net investment income
$5,590,453

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON NA
1735 MARKET STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE1$522,238
BRIANNA APFELBAUM KULA
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE40$15,000
BENJAMIN APFELBAUM
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE20$15,000
MALCOLM DERK
514 UNIVERSITY AVENUE, SELINSGROVE, PA 17870
COMMITTEE ME1$0
NANCY LAWTON-KLUCK
100 N ACADEMY AVENUE, DANVILLE, PA 17821
COMMITTEE ME1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
BNY MELLON NA
1735 MARKET STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE1$485,815
BRIANNA APFELBAUM KULA
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE40$15,000
BENJAMIN APFELBAUM
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE20$15,000
MALCOLM DERK
514 UNIVERSITY AVENUE, SELINSGROVE, PA 17870
COMMITTEE ME1$0
NANCY LAWTON-KLUCK
100 N ACADEMY AVENUE, DANVILLE, PA 17821
COMMITTEE ME1$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
BNY MELLON NA
1735 MARKET STREET 8TH FLOOR, ATTN DANIEL WILLIAMS VP, PHILADELPHIA, PA 19103
CO-TRUSTEE1$468,767
BRIANNA APFELBAUM KULA
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE40$15,000
BENJAMIN APFELBAUM
PO BOX 894, SUNBURY, PA 17801
CO-TRUSTEE20$15,000

Address and contacts

Address (IRS master file)
PO BOX 894, SUNBURY, PA 17801-0894
In care of
% BNY MELLON NA TTEE
Signed the 990-PF
BRIANNA APFELBAUM KULA, CO-TRUSTEE
Phone
(570) 286-1582
Return prepared by
HERRING ROLL & SOLOMON PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
23-7792979
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
1996
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$90,351,892
Income (IRS master file)
$38,006,249

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$5,966,340$7,561,209$90,351,892IRS
990-TJune 2025–––IRS
990-PFJune 2024$4,139,679$7,631,919$91,709,330IRS
990-TJune 2024–––IRS
990-PFJune 2023$1,301,450$5,374,487$94,636,020XML
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 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 23-7792979).

Questions about 1994 CHARLES B DEGENSTEIN FOUNDATION

What is the EIN of 1994 CHARLES B DEGENSTEIN FOUNDATION?
The employer identification number (EIN) of 1994 CHARLES B DEGENSTEIN FOUNDATION is 23-7792979.
Is 1994 CHARLES B DEGENSTEIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to 1994 CHARLES B DEGENSTEIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does 1994 CHARLES B DEGENSTEIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of 1994 CHARLES B DEGENSTEIN FOUNDATION 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 1994 CHARLES B DEGENSTEIN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of 1994 CHARLES B DEGENSTEIN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 5 people; 3 received compensation from the organization, the highest $522,238 (BNY MELLON NA, CO-TRUSTEE).
How much revenue does 1994 CHARLES B DEGENSTEIN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,966,340, expenses of $7,561,209 and total assets of $90,351,892 at year end.

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