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Nonprofit · EIN 25-6122231

MARGARET E PORTER TRUST UW

Tax-exempt · HERMITAGE, PA 16148

Financials

$8K$8K2025
Revenue Expenses · by fiscal year end
Financials of MARGARET E PORTER TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,142$7,812$330$114,396$0$114,396
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,370
Net gain from sales of assets
$4,772

Expenses

Grants and similar amounts paid
$4,968
Compensation of officers, directors and key employees
$2,000
Disbursements for charitable purposes
$6,344
Excise tax on investment income
$94

Balance sheet and other

Total assets, start of year
$114,183
Total assets, end of year
$114,396
Total liabilities, end of year
$0
Net assets, end of year
$114,396
Fair market value of assets
$142,696
Qualifying distributions
$6,344
Net investment income
$8,142

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
FIRST NATIONAL TRUST CO
532 MAIN STREET SUITE 7, JOHNSTOWN, PA 15901
PART-TIME--TRUSTEE1$2,000

Address and contacts

Address (IRS master file)
ONE FNB BLVD 3RD FLOOR, HERMITAGE, PA 16148-3347
In care of
% TRUST COMPANY
Signed the 990-PF
FIRST NATIONAL TRUST COMPANY, TRUSTEE
Phone
(814) 532-3516
Return prepared by
ERNST & YOUNG US 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
25-6122231
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$114,396
Income (IRS master file)
$28,874

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$9,651$7,490$114,913IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 MARGARET E PORTER TRUST UW

What is the EIN of MARGARET E PORTER TRUST UW?
The employer identification number (EIN) of MARGARET E PORTER TRUST UW is 25-6122231.
Is MARGARET E PORTER TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MARGARET E PORTER TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET E PORTER TRUST UW 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 MARGARET E PORTER TRUST UW 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 MARGARET E PORTER TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,000 (FIRST NATIONAL TRUST CO, PART-TIME--TRUSTEE).
How much revenue does MARGARET E PORTER TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,142, expenses of $7,812 and total assets of $114,396 at year end.

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