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Nonprofit · EIN 45-6840707

JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST

Tax-exempt · HONESDALE, PA 18431

Financials

$7K$9K2023$4K$9K2024$4.5M$89K2025
Revenue Expenses · by fiscal year end
Financials of JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,534,945$88,534$4,446,411$4,538,588$0$4,538,588
December 31, 2024990-PF$4,079$8,679-$4,600$92,174$0$92,174
December 31, 2023990-PF$6,752$8,934-$2,182$96,776$0$96,776
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,406,828
Dividends
$85,398
Interest
$27
Net gain from sales of assets
$42,692

Expenses

Grants and similar amounts paid
$64,647
Compensation of officers, directors and key employees
$23,347
Disbursements for charitable purposes
$67,215
Excise tax on investment income
$1,485

Balance sheet and other

Total assets, start of year
$92,174
Total assets, end of year
$4,538,588
Total liabilities, end of year
$0
Net assets, end of year
$4,538,588
Fair market value of assets
$5,002,820
Qualifying distributions
$67,215
Net investment income
$128,117

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.

NameTitleHours / weekCompensation
HONESDALE NATIONAL BANK
724 MAIN STREET, HONESDALE, PA 18431
TRUSTEE1$23,347
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
HONESDALE NATIONAL BANK
724 MAIN STREET, HONESDALE, PA 18431
TRUSTEE1$1,093
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HONESDALE NATIONAL BANK
724 MAIN STREET, HONESDALE, PA 18431
TRUSTEE1$937

Address and contacts

Address (IRS master file)
PO BOX 350, HONESDALE, PA 18431-0350
In care of
% THE HONESDALE NATIONAL BANK TTEE
Signed the 990-PF
CHARLES CURTIN, TRUSTEE
Return prepared by
DELOITTE TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-6840707
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,538,588
Income (IRS master file)
$4,536,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,534,945$88,534$4,538,588IRS
990-PFDecember 2024$4,079$8,679$92,174IRS
990-PFDecember 2023$6,752$8,934$96,776XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 45-6840707).

Questions about JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST

What is the EIN of JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST?
The employer identification number (EIN) of JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST is 45-6840707.
Is JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST 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 JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST 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 JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,347 (HONESDALE NATIONAL BANK, TRUSTEE).
How much revenue does JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,534,945, expenses of $88,534 and total assets of $4,538,588 at year end.

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