Nonprofit · EIN 46-6339366
SHERMAN HAROLD Q TRUST UNDER WILL
Tax-exempt · WELLSBORO, PA 16901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $572,881 | $402,458 | $170,423 | $5,727,838 | $0 | $5,727,838 |
| December 31, 2023 | 990-PF | $297,136 | $326,061 | -$28,925 | $5,557,415 | $0 | $5,557,415 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $210,157
- Interest
- $13,384
- Net gain from sales of assets
- $349,340
Expenses
- Grants and similar amounts paid
- $354,229
- Compensation of officers, directors and key employees
- $45,376
- Disbursements for charitable purposes
- $368,792
- Excise tax on investment income
- $7,517
Balance sheet and other
- Total assets, start of year
- $5,557,415
- Total assets, end of year
- $5,727,838
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,727,838
- Fair market value of assets
- $6,842,571
- Qualifying distributions
- $368,792
- Net investment income
- $572,881
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS & NORTHERN BANK 90-92 MAIN STREET, WELLSBORO, PA 16901 | TRUSTEE | 10 | $45,376 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS & NORTHERN BANK 90-92 MAIN STREET, WELLSBORO, PA 16901 | TRUSTEE | 10 | $42,459 |
Address and contacts
- Address (IRS master file)
- C/O CN BANK TRUST DEPT 90-92 MAIN S, WELLSBORO, PA 16901-0000
- In care of
- % C&N BANK TR DEPT
- Signed the 990-PF
- LYNNE M SMITH AVP, VP & WEALTH MANAGEMENT TAX MANAGER
- Phone
- (570) 724-0243
- Return prepared by
- Citizens & Northern Bank
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 | Not 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
- 46-6339366
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,727,838
- Income (IRS master file)
- $1,526,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $572,881 | $402,458 | $5,727,838 | XML |
| 990-PF | December 2023 | $297,136 | $326,061 | $5,557,415 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 46-6339366).
Questions about SHERMAN HAROLD Q TRUST UNDER WILL
- What is the EIN of SHERMAN HAROLD Q TRUST UNDER WILL?
- The employer identification number (EIN) of SHERMAN HAROLD Q TRUST UNDER WILL is 46-6339366.
- Is SHERMAN HAROLD Q TRUST UNDER WILL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SHERMAN HAROLD Q TRUST UNDER WILL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHERMAN HAROLD Q TRUST UNDER WILL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHERMAN HAROLD Q TRUST UNDER WILL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERMAN HAROLD Q TRUST UNDER WILL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SHERMAN HAROLD Q TRUST UNDER WILL?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $45,376 (CITIZENS & NORTHERN BANK, TRUSTEE).
- How much revenue does SHERMAN HAROLD Q TRUST UNDER WILL have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $572,881, expenses of $402,458 and total assets of $5,727,838 at year end.
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