Nonprofit · EIN 38-7168400
JONAS P FISHER 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 | $41,822 | $30,416 | $11,406 | $754,416 | $0 | $754,416 |
| December 31, 2024 | 990 | $156,657 | $25,052 | $131,605 | $742,991 | $0 | $742,991 |
| December 31, 2023 | 990 | $27,431 | $22,859 | $4,572 | $609,641 | $0 | $609,641 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $41,822
- Net gain from sales of assets
- $12,191
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $27,880
- Compensation of officers, directors and key employees
- $1,908
- Salaries, compensation and benefits (total)
- $1,908
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Program services (functional)
- $27,880
- Management and general (functional)
- $2,536
Balance sheet and other
- Total assets, start of year
- $742,991
- Total assets, end of year
- $754,416
- Total liabilities, end of year
- $0
- Net assets, end of year
- $754,416
- Publicly traded securities
- $254,309
- Net assets without donor restrictions
- $754,416
- Gross receipts
- $244,697
- Employees
- 0
- Year formed
- 1957
- 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 | $1,908 |
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 | $1,573 |
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 | – | $0 | $1,181 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK & TRUST CO TTEE
- Principal officer (990 for 2025)
- UNIVEST BANK AND TRUST CO, 14 N MAIN STREET, SOUDERTON, PA 18964
- Signed the 990
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS LLP
Mission
To support Heidelberg United Church of Christ
Program accomplishments
- To support Heidelberg United Church of ChristExpenses $27,880 · grants $27,880
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
- 38-7168400
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- 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)
- $754,416
- Income (IRS master file)
- $244,697
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- April 3, 2017
- Reinstated
- Effective September 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 | December 2025 | $41,822 | $30,416 | $754,416 | IRS |
| 990 | December 2024 | $156,657 | $25,052 | $742,991 | IRS |
| 990 | December 2023 | $27,431 | $22,859 | $609,641 | XML |
| 990 | December 2022 | $23,651 | $21,357 | $606,370 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 38-7168400).
Questions about JONAS P FISHER CHARITABLE TR
- What is the EIN of JONAS P FISHER CHARITABLE TR?
- The employer identification number (EIN) of JONAS P FISHER CHARITABLE TR is 38-7168400.
- Is JONAS P FISHER CHARITABLE TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective September 15, 2016.
- Are donations to JONAS P FISHER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does JONAS P FISHER CHARITABLE TR 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 JONAS P FISHER 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 JONAS P FISHER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JONAS P FISHER CHARITABLE TR?
- The 990 for the year ended December 31, 2025 names UNIVEST BANK AND TRUST CO.
- Who are the officers and directors of JONAS P FISHER CHARITABLE TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JONAS P FISHER CHARITABLE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $41,822, expenses of $30,416 and total assets of $754,416 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