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Nonprofit · EIN 27-6379432

THALENFELD CHARITABLE TR

Tax-exempt · WILKES BARRE, PA 18702

Financials

$99K$114K2023$110K$110K2024
Revenue Expenses · by fiscal year end
Financials of THALENFELD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$109,731$110,008-$277$2,309,929$0$2,309,929
September 30, 2024990-PF$98,502$114,154-$15,652$2,204,743$0$2,204,743
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$61,998
Net gain from sales of assets
$47,733

Expenses

Grants and similar amounts paid
$86,500
Compensation of officers, directors and key employees
$10,818
Disbursements for charitable purposes
$86,500
Excise tax on investment income
$1,218

Balance sheet and other

Total assets, start of year
$2,204,743
Total assets, end of year
$2,309,929
Total liabilities, end of year
$0
Net assets, end of year
$2,309,929
Fair market value of assets
$2,309,929
Qualifying distributions
$86,500
Net investment income
$109,731

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE LUZERNE FOUNDATION
34 SOUTH RIVER STREET, WILKES BARRE, PA 18702
TRUSTEE4$10,818
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
THE LUZERNE FOUNDATION
34 SOUTH RIVER STREET, WILKES BARRE, PA 18702
TRUSTEE4$9,848

Address and contacts

Address (IRS master file)
34 S RIVER ST, WILKES BARRE, PA 18702-2406
In care of
% PNC BANK
Signed the 990-PF
DAVID PEDRI, TRUSTEE
Phone
(570) 822-2065
Return prepared by
KMLA Group PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
27-6379432
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
2010
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,309,929
Income (IRS master file)
$287,585

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$109,731$110,008$2,309,929XML
990-PFSeptember 2024$98,502$114,154$2,204,743XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 THALENFELD CHARITABLE TR

What is the EIN of THALENFELD CHARITABLE TR?
The employer identification number (EIN) of THALENFELD CHARITABLE TR is 27-6379432.
Is THALENFELD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to THALENFELD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THALENFELD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THALENFELD CHARITABLE TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THALENFELD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of THALENFELD CHARITABLE TR?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,818 (THE LUZERNE FOUNDATION, TRUSTEE).
How much revenue does THALENFELD CHARITABLE TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $109,731, expenses of $110,008 and total assets of $2,309,929 at year end.

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