Nonprofit · EIN 23-7896413
CHARLES S NASE CHARITABLE REMAINDER UNITRUST
Also known as 1ST SAVINGS BANK OF PERKASIE TTEE
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,727 | $41,600 | -$5,873 | $571,213 | $0 | $571,213 |
| December 31, 2024 | 990-PF | $39,046 | $48,293 | -$9,247 | $576,160 | $0 | $576,160 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,030
- Net gain from sales of assets
- $20,697
Expenses
- Grants and similar amounts paid
- $31,098
- Compensation of officers, directors and key employees
- $9,359
- Disbursements for charitable purposes
- $31,098
- Excise tax on investment income
- $497
Balance sheet and other
- Total assets, start of year
- $576,160
- Total assets, end of year
- $571,213
- Total liabilities, end of year
- $0
- Net assets, end of year
- $571,213
- Fair market value of assets
- $682,727
- Qualifying distributions
- $31,098
- Net investment income
- $35,727
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK 14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964 | TRUSTEE | 1 | $9,359 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVEST BANK 14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964 | TRUSTEE | 1 | $8,769 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % FIRST SAVINGS BANK OF PERKASIE
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 23-7896413
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $571,213
- Income (IRS master file)
- $185,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,727 | $41,600 | $571,213 | IRS |
| 990-PF | December 2024 | $39,046 | $48,293 | $576,160 | 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 23-7896413).
Questions about CHARLES S NASE CHARITABLE REMAINDER UNITRUST
- What is the EIN of CHARLES S NASE CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of CHARLES S NASE CHARITABLE REMAINDER UNITRUST is 23-7896413.
- Is CHARLES S NASE CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to CHARLES S NASE CHARITABLE REMAINDER UNITRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES S NASE CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES S NASE CHARITABLE REMAINDER UNITRUST 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 CHARLES S NASE CHARITABLE REMAINDER UNITRUST 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 CHARLES S NASE CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,359 (UNIVEST BANK, TRUSTEE).
- How much revenue does CHARLES S NASE CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,727, expenses of $41,600 and total assets of $571,213 at year end.
Other nonprofits in SOUDERTON
- UNIVEST FOUNDATION EIN 01-0702102 · last filed 990 for 2025
- WILLIAM AND MYRTLE JONES FOUNDATION EIN 46-3818506 · last filed 990-PF for 2025
- ELIZABETH P ARNETH IRREVOCABLE TRUST FBO TOWAMENCIN TOWNSHIP EIN 38-6975423 · last filed 990-PF for 2025
- DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH EIN 87-6709655 · last filed 990-PF for 2025
- GEORGE S HELLERICK JR CHARITABLE TRUST 16-220900-1 EIN 23-6829210 · last filed 990-PF for 2025
- SHEPHERD FAMILY CHARITABLE FOUNDATION EIN 45-3693539 · last filed 990-PF for 2025
- ETTA MAE PETTYJOHN CHARITABLE TRUST EIN 38-7161686 · last filed 990-PF for 2025
- TRUST UNDER WILL OF RUTH K JAMES EIN 23-6829196 · last filed 990-PF for 2025
All nonprofits in SOUDERTON · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations