Nonprofit · EIN 23-7909451
POOR RICHARDS CHARITABLE TRUST
Also known as ROBERTS LISA S & DAVID SELTZER TTEE
Tax-exempt · CHESTERBROOK, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,432,923 | $3,199,562 | $233,361 | $51,020,253 | $0 | $51,020,253 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $871,682
- Interest
- $317,732
- Net gain from sales of assets
- $539,530
- Other income
- $1,703,979
Expenses
- Grants and similar amounts paid
- $3,055,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,055,250
- Excise tax on investment income
- $45,966
Balance sheet and other
- Total assets, start of year
- $50,612,645
- Total assets, end of year
- $51,020,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,020,253
- Fair market value of assets
- $67,642,591
- Qualifying distributions
- $3,055,250
- Net investment income
- $3,432,664
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA S ROBERTS 724 PINE STREET, PHILADELPHIA, PA 191064005 | TRUSTEE | 0 | $0 |
| DAVID SELTZER 724 PINE STREET, PHILADELPHIA, PA 191064005 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 LIBERTY RIDGE DR STE 320, CHESTERBROOK, PA 19087-5570
- In care of
- % FAIRMAN GROUP LLC
- Signed the 990-PF
- LISA S ROBERTS, OFFICER
- Phone
- (610) 889-7300
- Return prepared by
- FAIRMAN GROUP FAMILY OFFICE 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7909451
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $51,020,253
- Income (IRS master file)
- $6,200,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,216,564 | $3,330,598 | $50,612,645 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about POOR RICHARDS CHARITABLE TRUST
- What is the EIN of POOR RICHARDS CHARITABLE TRUST?
- The employer identification number (EIN) of POOR RICHARDS CHARITABLE TRUST is 23-7909451.
- Is POOR RICHARDS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to POOR RICHARDS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POOR RICHARDS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POOR RICHARDS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POOR RICHARDS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of POOR RICHARDS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does POOR RICHARDS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,432,923, expenses of $3,199,562 and total assets of $51,020,253 at year end.
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