Nonprofit · EIN 38-7171837
BUCKLEY FOUNDATION TR
Also known as WALTER BUCKLEY JR ET AL TTEE
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $8,282,891 | $3,057,847 | $5,225,044 | $43,884,636 | $0 | $43,884,636 |
| October 31, 2024 | 990-PF | $1,074,327 | $2,455,426 | -$1,381,099 | $38,659,592 | $0 | $38,659,592 |
| October 31, 2023 | 990-PF | $1,587,031 | $2,387,433 | -$800,402 | $40,040,691 | $0 | $40,040,691 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,032,766
- Dividends
- $1,118,228
- Net gain from sales of assets
- $4,781,897
- Other income
- $350,000
Expenses
- Grants and similar amounts paid
- $3,050,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,053,923
- Excise tax on investment income
- $81,957
Balance sheet and other
- Total assets, start of year
- $38,659,592
- Total assets, end of year
- $43,884,636
- Total liabilities, end of year
- $0
- Net assets, end of year
- $43,884,636
- Fair market value of assets
- $65,396,840
- Qualifying distributions
- $3,053,923
- Net investment income
- $5,900,125
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORIE B BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| WALTER W BUCKLEY III 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ALEXANDRA B VORIS 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ROBERT EF BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORIE B BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| WALTER W BUCKLEY III 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ALEXANDRA B VORIS 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ROBERT EF BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER W BUCKLEY JR 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| MARJORIE B BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| WALTER W BUCKLEY III 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ALEXANDRA B VORIS 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
| ROBERT EF BUCKLEY 30 S 17TH STREET SUITE 820, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 30 S 17TH ST STE 820, PHILADELPHIA, PA 19103-4003
- In care of
- % MICHAEL S WILLIAMS
- Signed the 990-PF
- ROBERT EF BUCKLEY, TRUSTEE
- Phone
- (267) 369-3341
- Return prepared by
- CLIFTONLARSONALLEN 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7171837
- 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
- 2017
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $43,884,636
- Income (IRS master file)
- $20,761,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $8,282,891 | $3,057,847 | $43,884,636 | XML |
| 990-PF | October 2024 | $1,074,327 | $2,455,426 | $38,659,592 | XML |
| 990-PF | October 2023 | $1,587,031 | $2,387,433 | $40,040,691 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 38-7171837).
Questions about BUCKLEY FOUNDATION TR
- What is the EIN of BUCKLEY FOUNDATION TR?
- The employer identification number (EIN) of BUCKLEY FOUNDATION TR is 38-7171837.
- Is BUCKLEY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BUCKLEY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BUCKLEY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BUCKLEY FOUNDATION TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUCKLEY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BUCKLEY FOUNDATION TR?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BUCKLEY FOUNDATION TR have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $8,282,891, expenses of $3,057,847 and total assets of $43,884,636 at year end.
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