Nonprofit · EIN 38-7167848
FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY
Also known as UNIVEST BANK AND TRUST CO FID
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $16,283 | $13,721 | $2,562 | $311,710 | $0 | $311,710 |
| December 31, 2024 | 990 | $52,656 | $13,521 | $39,135 | $308,731 | $0 | $308,731 |
| December 31, 2023 | 990 | -$4,682 | $12,883 | -$17,565 | $283,076 | $0 | $283,076 |
| December 31, 2021 | 990 | $28,107 | $11,783 | $16,324 | $291,817 | $0 | $291,817 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $16,283
- Net gain from sales of assets
- $5,341
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,553
- Compensation of officers, directors and key employees
- $4,568
- Salaries, compensation and benefits (total)
- $4,568
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Program services (functional)
- $8,553
- Management and general (functional)
- $5,168
Balance sheet and other
- Total assets, start of year
- $308,731
- Total assets, end of year
- $311,710
- Total liabilities, end of year
- $0
- Net assets, end of year
- $311,710
- Publicly traded securities
- $301,959
- Net assets without donor restrictions
- $311,710
- Gross receipts
- $66,837
- Employees
- 0
- Year formed
- 1965
- State of legal domicile
- PA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | – | $0 | $4,568 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | – | $0 | $4,214 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | 1 | $0 | $3,866 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | – | $0 | $4,477 |
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
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS LLP
Mission
To support the Salvation Army.
Program accomplishments
- Contributions to the Salvation Army.Expenses $8,553 · grants $8,553
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-7167848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $311,710
- Income (IRS master file)
- $66,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $16,283 | $13,721 | $311,710 | IRS |
| 990 | December 2024 | $52,656 | $13,521 | $308,731 | IRS |
| 990 | December 2023 | -$4,682 | $12,883 | $283,076 | XML |
| 990 | December 2022 | $9,452 | $10,581 | $286,481 | IRS |
| 990 | December 2021 | $28,107 | $11,783 | $291,817 | XML |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | 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 38-7167848).
Questions about FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY
- What is the EIN of FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY?
- The employer identification number (EIN) of FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY is 38-7167848.
- Is FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY 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 FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does FRANK W SHALKOP CHARITABLE TR FBO SALVATION ARMY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $16,283, expenses of $13,721 and total assets of $311,710 at year end.
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