Nonprofit · EIN 25-6854170
SACRED HEART TRUST FOUNDATION 6520888213
Also known as ANDREW P KUPCHICK SR TTEE
Tax-exempt · WAVERLY, PA 18471
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $48,345 | $83,038 | -$34,693 | $1,086,084 | $24,223 | $1,061,861 |
| December 31, 2023 | 990-PF | $209,101 | $78,884 | $130,217 | $1,084,477 | $24,625 | $1,059,852 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $28,494
- Interest
- $13,035
- Net gain from sales of assets
- $6,816
Expenses
- Grants and similar amounts paid
- $54,298
- Compensation of officers, directors and key employees
- $2,670
- Disbursements for charitable purposes
- $54,298
- Excise tax on investment income
- $419
Balance sheet and other
- Total assets, start of year
- $1,084,477
- Total assets, end of year
- $1,086,084
- Total liabilities, end of year
- $24,223
- Net assets, end of year
- $1,061,861
- Fair market value of assets
- $1,086,084
- Qualifying distributions
- $54,298
- Net investment income
- $48,345
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 |
|---|---|---|---|
| ANDREW P KUPCHIK SR PO BOX B, WAVERLY, PA 18471 | TRUSTEE | 1 | $2,670 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW P KUPCHIK SR PO BOX B, WAVERLY, PA 18471 | TRUSTEE | 1 | $2,566 |
Address and contacts
- Address (IRS master file)
- PO BOX B, WAVERLY, PA 18471-0680
- In care of
- % WACHOVIA BANK
- Signed the 990-PF
- ANDREW P KUPCHIK SR, TRUSTEE
- Phone
- (570) 587-7800
- Return prepared by
- TATULLI & ASSOCIATES LLC
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
- 25-6854170
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,086,084
- Income (IRS master file)
- $483,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $48,345 | $83,038 | $1,086,084 | XML |
| 990-PF | December 2023 | $209,101 | $78,884 | $1,084,477 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 25-6854170).
Questions about SACRED HEART TRUST FOUNDATION 6520888213
- What is the EIN of SACRED HEART TRUST FOUNDATION 6520888213?
- The employer identification number (EIN) of SACRED HEART TRUST FOUNDATION 6520888213 is 25-6854170.
- Is SACRED HEART TRUST FOUNDATION 6520888213 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SACRED HEART TRUST FOUNDATION 6520888213 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SACRED HEART TRUST FOUNDATION 6520888213 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SACRED HEART TRUST FOUNDATION 6520888213 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 SACRED HEART TRUST FOUNDATION 6520888213 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 SACRED HEART TRUST FOUNDATION 6520888213?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $2,670 (ANDREW P KUPCHIK SR, TRUSTEE).
- How much revenue does SACRED HEART TRUST FOUNDATION 6520888213 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $48,345, expenses of $83,038 and total assets of $1,086,084 at year end.
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