Skip to main content

Nonprofit · EIN 26-1275074

VESTA FUND

Tax-exempt · GWYNEDD VLY, PA 19437

Financials

$406K$819K2023$986K$455K2024
Revenue Expenses · by fiscal year end
Financials of VESTA FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$986,422$454,725$531,697$10,212,939$0$10,212,939
December 31, 2023990-PF$405,740$819,253-$413,513$9,693,548$0$9,693,548
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$218,918
Net gain from sales of assets
$758,288
Other income
$9,216

Expenses

Grants and similar amounts paid
$363,500
Compensation of officers, directors and key employees
$11,000
Disbursements for charitable purposes
$409,224
Excise tax on investment income
$13,129

Balance sheet and other

Total assets, start of year
$9,693,548
Total assets, end of year
$10,212,939
Total liabilities, end of year
$0
Net assets, end of year
$10,212,939
Fair market value of assets
$11,224,531
Qualifying distributions
$409,224
Net investment income
$977,775

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.

NameTitleHours / weekCompensation
GEORGE M DEMPSTER
FIVE NESHAMINY INTERPLEX SUITE 315, TREVOSE, PA 190536941
DIRECTOR0$11,000
GEOFFREY W JACKSON
PO BOX 663, GWYNEDD, PA 194370652
DIRECTOR0.5$0
GRETCHEN E JACKSON
PO BOX 663, GWYNEDD, PA 194370652
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GEOFFREY W JACKSON
PO BOX 663, GWYNEDD, PA 194370652
DIRECTOR0.5$25,000
GEORGE M DEMPSTER
FIVE NESHAMINY INTERPLEX SUITE 315, TREVOSE, PA 190536941
DIRECTOR0$11,000
GRETCHEN E JACKSON
PO BOX 663, GWYNEDD, PA 194370652
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
PO BOX 645, GWYNEDD VLY, PA 19437-0645
In care of
% THE GLENMEDE TRUST COMPANY
Signed the 990-PF
GEOFFREY W JACKSON, PRESIDENT
Phone
(215) 419-6000
Return prepared by
DELOITTE TAX 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-1275074
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,212,939
Income (IRS master file)
$3,821,010

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$986,422$454,725$10,212,939XML
990-TDecember 2024–––IRS
990-PFDecember 2023$405,740$819,253$9,693,548XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 26-1275074).

Questions about VESTA FUND

What is the EIN of VESTA FUND?
The employer identification number (EIN) of VESTA FUND is 26-1275074.
Is VESTA FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to VESTA FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VESTA FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of VESTA FUND 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 VESTA FUND 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 VESTA FUND?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $11,000 (GEORGE M DEMPSTER, DIRECTOR).
How much revenue does VESTA FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $986,422, expenses of $454,725 and total assets of $10,212,939 at year end.

Other nonprofits in GWYNEDD VLY

All nonprofits in GWYNEDD VLY · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations