Nonprofit · EIN 23-7865061
STAGER CHARITABLE TR FBO ZION
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2024 | 990-PF | $57,292 | $114,810 | -$57,518 | $732,325 | $0 | $732,325 |
| August 31, 2023 | 990-PF | $46,401 | $56,542 | -$10,141 | $789,262 | $0 | $789,262 |
Financial details: 990-PF for the year ended August 31, 2024
Revenue
- Dividends
- $21,868
- Net gain from sales of assets
- $31,875
- Other income
- $3,549
Expenses
- Grants and similar amounts paid
- $97,516
- Compensation of officers, directors and key employees
- $10,492
- Disbursements for charitable purposes
- $97,516
- Excise tax on investment income
- $599
Balance sheet and other
- Total assets, start of year
- $789,262
- Total assets, end of year
- $732,325
- Total liabilities, end of year
- $0
- Net assets, end of year
- $732,325
- Fair market value of assets
- $961,103
- Qualifying distributions
- $97,516
- Net investment income
- $53,872
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 August 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 2 | $10,492 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 0 | $10,400 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK
- Signed the 990-PF
- FULTON BANK NA, TAX MANAGER
- Phone
- (717) 255-7652
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | Not on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 23-7865061
- 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
- 1997
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20I)
- Assets (IRS master file)
- $732,325
- Income (IRS master file)
- $627,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2024 | $57,292 | $114,810 | $732,325 | XML |
| 990-PF | August 2023 | $46,401 | $56,542 | $789,262 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 23-7865061).
Questions about STAGER CHARITABLE TR FBO ZION
- What is the EIN of STAGER CHARITABLE TR FBO ZION?
- The employer identification number (EIN) of STAGER CHARITABLE TR FBO ZION is 23-7865061.
- Is STAGER CHARITABLE TR FBO ZION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to STAGER CHARITABLE TR FBO ZION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STAGER CHARITABLE TR FBO ZION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STAGER CHARITABLE TR FBO ZION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STAGER CHARITABLE TR FBO ZION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2024.
- Who are the officers and directors of STAGER CHARITABLE TR FBO ZION?
- The 990-PF for the year ended August 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $10,492 (FULTON BANK N A, TRUSTEE).
- How much revenue does STAGER CHARITABLE TR FBO ZION have?
- On its 990-PF for the year ended August 31, 2024 it reported revenue of $57,292, expenses of $114,810 and total assets of $732,325 at year end.
Other nonprofits in LANCASTER
- LANCASTER COUNTY COMMUNITY FOUNDATION EIN 20-0874857 · last filed 990 for 2024
- HIGH FOUNDATION EIN 83-3271708 · last filed 990-PF for 2025
- RICHARD S & ANN B BARSHINGER FAMILY FOUNDATION EIN 45-3986043 · last filed 990-PF for 2024
- CLARK ASSOC CHARITABLE FDN EIN 25-6773373 · last filed 990-PF for 2024
- EDEN BRIDGE FOUNDATION EIN 02-0714460 · last filed 990 for 2025
- FULTON FORWARD FOUNDATION EIN 84-3024170 · last filed 990-PF for 2024
- HOMES FOR HOPE EIN 20-8825926 · last filed 990 for 2025
- LANCASTER GENERAL HEALTH FOUNDATION EIN 20-5767147 · last filed 990 for 2025
All nonprofits in LANCASTER · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations