Nonprofit · EIN 25-6569052
J CLIFFORD & RUTH M KOPP CHARITABLE TRUST
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2024 | 990-PF | $260,863 | $198,156 | $62,707 | $2,917,024 | $0 | $2,917,024 |
| October 31, 2023 | 990-PF | $165,745 | $203,174 | -$37,429 | $2,858,786 | $0 | $2,858,786 |
Financial details: 990-PF for the year ended October 31, 2024
Revenue
- Dividends
- $83,621
- Net gain from sales of assets
- $177,120
- Other income
- $122
Expenses
- Grants and similar amounts paid
- $165,700
- Compensation of officers, directors and key employees
- $29,380
- Disbursements for charitable purposes
- $165,700
- Excise tax on investment income
- $3,175
Balance sheet and other
- Total assets, start of year
- $2,858,786
- Total assets, end of year
- $2,917,024
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,917,024
- Fair market value of assets
- $3,788,013
- Qualifying distributions
- $165,700
- Net investment income
- $260,863
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 October 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 6 | $29,380 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 0 | $26,974 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK NA
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | Not on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6569052
- 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
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,917,024
- Income (IRS master file)
- $811,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2024 | $260,863 | $198,156 | $2,917,024 | XML |
| 990-PF | October 2023 | $165,745 | $203,174 | $2,858,786 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 25-6569052).
Questions about J CLIFFORD & RUTH M KOPP CHARITABLE TRUST
- What is the EIN of J CLIFFORD & RUTH M KOPP CHARITABLE TRUST?
- The employer identification number (EIN) of J CLIFFORD & RUTH M KOPP CHARITABLE TRUST is 25-6569052.
- Is J CLIFFORD & RUTH M KOPP CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to J CLIFFORD & RUTH M KOPP CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J CLIFFORD & RUTH M KOPP CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J CLIFFORD & RUTH M KOPP CHARITABLE TRUST due?
- The return for tax year 2024 (the year ending October 31, 2025) is due March 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J CLIFFORD & RUTH M KOPP CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2024.
- Who are the officers and directors of J CLIFFORD & RUTH M KOPP CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $29,380 (FULTON BANK N A, TRUSTEE).
- How much revenue does J CLIFFORD & RUTH M KOPP CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2024 it reported revenue of $260,863, expenses of $198,156 and total assets of $2,917,024 at year end.
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