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Nonprofit · EIN 26-6618793

PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR

Also known as FULTON FINANCIAL ADVISORS NA TTEE

Tax-exempt · LANCASTER, PA 17604

Financials

$106K−$75K2023$122K$195K2024
Revenue Expenses · by fiscal year end
Financials of PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$122,281$195,125-$72,844$3,235,304$0$3,235,304
December 31, 2023990-PF$105,845-$74,772$180,617$3,308,466$0$3,308,466
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$97,193
Net gain from sales of assets
$24,964
Other income
$124

Expenses

Grants and similar amounts paid
$159,000
Compensation of officers, directors and key employees
$33,023
Disbursements for charitable purposes
$159,000
Excise tax on investment income
$1,198

Balance sheet and other

Total assets, start of year
$3,308,466
Total assets, end of year
$3,235,304
Total liabilities, end of year
$0
Net assets, end of year
$3,235,304
Fair market value of assets
$3,676,026
Qualifying distributions
$159,000
Net investment income
$122,281

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
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
CORPORATE TRUSTEE0$30,021
DAVID HESS
603 CHAMBERS RIDGE, YORK, PA 17402
CO-TRUSTEE0$3,002
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
CORPORATE TRUSTEE0$27,789
RALPH HESS
2423 PIN OAK DRIVE, YORK, PA 17402
CO-TRUSTEE0$5,020
DAVID HESS
603 CHAMBERS RIDGE, YORK, PA 17402
CO-TRUSTEE0$1,178

Address and contacts

Address (IRS master file)
PO BOX 3215, LANCASTER, PA 17604-3215
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 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
26-6618793
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,235,304
Income (IRS master file)
$807,522

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$122,281$195,125$3,235,304XML
990-PFDecember 2023$105,845-$74,772$3,308,466XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 26-6618793).

Questions about PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR

What is the EIN of PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR?
The employer identification number (EIN) of PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR is 26-6618793.
Is PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR 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 PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR 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 PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $30,021 (FULTON BANK N A, CORPORATE TRUSTEE).
How much revenue does PAULINE ANDERSON HESS AND NORMAN C HESS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $122,281, expenses of $195,125 and total assets of $3,235,304 at year end.

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