Nonprofit · EIN 38-7167845
ST MARIA GORETTI EDUCATIONAL 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 | $4,225 | $21,120 | -$16,895 | $43,604 | $0 | $43,604 |
| December 31, 2024 | 990-PF | $21,117 | $23,515 | -$2,398 | $60,686 | $0 | $60,686 |
| December 31, 2023 | 990-PF | $5,895 | $27,057 | -$21,162 | $70,588 | $0 | $70,588 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $1,329
- Net gain from sales of assets
- $2,896
Expenses
- Grants and similar amounts paid
- $17,526
- Compensation of officers, directors and key employees
- $2,700
- Disbursements for charitable purposes
- $17,526
- Excise tax on investment income
- $59
Balance sheet and other
- Total assets, start of year
- $60,686
- Total assets, end of year
- $43,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $43,604
- Fair market value of assets
- $51,037
- Qualifying distributions
- $17,526
- Net investment income
- $4,225
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 | $2,700 |
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 | $2,700 |
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 | $2,700 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK AND TRUST CO
- 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
- 38-7167845
- 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)
- $43,604
- Income (IRS master file)
- $27,694
Revocation and reinstatement
- Exemption revoked
- May 15, 2014
- Posted by the IRS
- November 23, 2016
- Reinstated
- Effective May 15, 2014
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 | $4,225 | $21,120 | $43,604 | IRS |
| 990-PF | December 2024 | $21,117 | $23,515 | $60,686 | IRS |
| 990-PF | December 2023 | $5,895 | $27,057 | $70,588 | IRS |
| 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 38-7167845).
Questions about ST MARIA GORETTI EDUCATIONAL TR
- What is the EIN of ST MARIA GORETTI EDUCATIONAL TR?
- The employer identification number (EIN) of ST MARIA GORETTI EDUCATIONAL TR is 38-7167845.
- Is ST MARIA GORETTI EDUCATIONAL TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2014 and reinstated it effective May 15, 2014.
- Are donations to ST MARIA GORETTI EDUCATIONAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ST MARIA GORETTI EDUCATIONAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ST MARIA GORETTI EDUCATIONAL 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 ST MARIA GORETTI EDUCATIONAL 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 ST MARIA GORETTI EDUCATIONAL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,700 (Univest Bank, Trustee).
- How much revenue does ST MARIA GORETTI EDUCATIONAL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,225, expenses of $21,120 and total assets of $43,604 at year end.
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