Nonprofit · EIN 38-7167842
HEIDELBERG UCC CHARITABLE TR
Tax-exempt (reinstated) · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,850 | $13,697 | -$847 | $221,049 | $0 | $221,049 |
| December 31, 2024 | 990-PF | $50,481 | $13,381 | $37,100 | $222,936 | $0 | $222,936 |
| December 31, 2023 | 990-PF | $8,949 | $14,018 | -$5,069 | $185,511 | $0 | $185,511 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,865
- Net gain from sales of assets
- $6,985
Expenses
- Grants and similar amounts paid
- $11,176
- Compensation of officers, directors and key employees
- $1,219
- Disbursements for charitable purposes
- $25
- Excise tax on investment income
- $179
Balance sheet and other
- Total assets, start of year
- $222,936
- Total assets, end of year
- $221,049
- Total liabilities, end of year
- $0
- Net assets, end of year
- $221,049
- Fair market value of assets
- $260,675
- Qualifying distributions
- $25
- Net investment income
- $12,850
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $1,219 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $1,160 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $1,057 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK & TRUST CO TTEE
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 38-7167842
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $221,049
- Income (IRS master file)
- $53,129
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- December 12, 2016
- Reinstated
- Effective August 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,850 | $13,697 | $221,049 | IRS |
| 990-PF | December 2024 | $50,481 | $13,381 | $222,936 | IRS |
| 990-PF | December 2023 | $8,949 | $14,018 | $185,511 | 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 38-7167842).
Questions about HEIDELBERG UCC CHARITABLE TR
- What is the EIN of HEIDELBERG UCC CHARITABLE TR?
- The employer identification number (EIN) of HEIDELBERG UCC CHARITABLE TR is 38-7167842.
- Is HEIDELBERG UCC CHARITABLE TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective August 15, 2016.
- Are donations to HEIDELBERG UCC CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEIDELBERG UCC CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEIDELBERG UCC CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEIDELBERG UCC CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HEIDELBERG UCC CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,219 (Univest Bank, Trustee).
- How much revenue does HEIDELBERG UCC CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,850, expenses of $13,697 and total assets of $221,049 at year end.
Other nonprofits in SOUDERTON
- UNIVEST FOUNDATION EIN 01-0702102 · last filed 990 for 2025
- WILLIAM AND MYRTLE JONES FOUNDATION EIN 46-3818506 · last filed 990-PF for 2025
- ELIZABETH P ARNETH IRREVOCABLE TRUST FBO TOWAMENCIN TOWNSHIP EIN 38-6975423 · last filed 990-PF for 2025
- DORIS S HEILEMANN TRUST FBO TRINITY EVANGELICAL LUTHERAN CHURCH EIN 87-6709655 · last filed 990-PF for 2025
- GEORGE S HELLERICK JR CHARITABLE TRUST 16-220900-1 EIN 23-6829210 · last filed 990-PF for 2025
- SHEPHERD FAMILY CHARITABLE FOUNDATION EIN 45-3693539 · last filed 990-PF for 2025
- ETTA MAE PETTYJOHN CHARITABLE TRUST EIN 38-7161686 · last filed 990-PF for 2025
- TRUST UNDER WILL OF RUTH K JAMES EIN 23-6829196 · last filed 990-PF for 2025
All nonprofits in SOUDERTON · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations