Nonprofit · EIN 45-6228736
CARL L FISHER MEMORIAL TR
Also known as KERRY T O HARA TTEE
Tax-exempt · BELLEFONTE, PA 16823
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $101,814 | $83,423 | $18,391 | $1,127,691 | $0 | $1,127,691 |
| December 31, 2024 | 990-PF | $56,346 | $117,787 | -$61,441 | $1,109,300 | $0 | $1,109,300 |
| December 31, 2023 | 990-PF | $40,515 | $186,330 | -$145,815 | $1,170,741 | $0 | $1,170,741 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,413
- Interest
- $49
- Net gain from sales of assets
- $61,352
Expenses
- Grants and similar amounts paid
- $69,511
- Compensation of officers, directors and key employees
- $12,549
- Disbursements for charitable purposes
- $76,011
- Excise tax on investment income
- $1,322
Balance sheet and other
- Total assets, start of year
- $1,109,300
- Total assets, end of year
- $1,127,691
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,127,691
- Fair market value of assets
- $1,266,483
- Qualifying distributions
- $76,011
- Net investment income
- $101,814
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 |
|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY 117 SOUTH ALLEN STREET, STATE COLLEGE, PA 16801 | CORPORATE TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY 117 SOUTH ALLEN STREET, STATE COLLEGE, PA 16801 | CORPORATE TRUSTEE | 1 | $12,362 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY 117 SOUTH ALLEN STREET, STATE COLLEGE, PA 16801 | CORPORATE TRUSTEE | 1 | $13,214 |
Address and contacts
- Address (IRS master file)
- 244 ASPEN RIDGE WAY, BELLEFONTE, PA 16823-6523
- Signed the 990-PF
- FIRST NATIONAL TRUST, TRUSTEE
- Phone
- (814) 272-4113
- Return prepared by
- YOUNG OAKES BROWN & COMPANY PC
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
- 45-6228736
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,127,691
- Income (IRS master file)
- $314,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $101,814 | $83,423 | $1,127,691 | IRS |
| 990-PF | December 2024 | $56,346 | $117,787 | $1,109,300 | IRS |
| 990-PF | December 2023 | $40,515 | $186,330 | $1,170,741 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 45-6228736).
Questions about CARL L FISHER MEMORIAL TR
- What is the EIN of CARL L FISHER MEMORIAL TR?
- The employer identification number (EIN) of CARL L FISHER MEMORIAL TR is 45-6228736.
- Is CARL L FISHER MEMORIAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CARL L FISHER MEMORIAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL L FISHER MEMORIAL 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 CARL L FISHER MEMORIAL 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 CARL L FISHER MEMORIAL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CARL L FISHER MEMORIAL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $101,814, expenses of $83,423 and total assets of $1,127,691 at year end.
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