Nonprofit · EIN 47-2621986
CARL HJ ASPLUNDH JR FAMILY FOUNDATION
Tax-exempt · HUNTINGDON VY, PA 19006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $315,054 | $602,686 | -$287,632 | $6,057,850 | $0 | $6,057,850 |
| December 31, 2024 | 990-PF | $224,169 | $391,287 | -$167,118 | $6,347,642 | $0 | $6,347,642 |
| December 31, 2023 | 990-PF | $245,339 | $374,412 | -$129,073 | $6,511,507 | $0 | $6,511,507 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $88,191
- Interest
- $210,464
- Net gain from sales of assets
- $16,399
Expenses
- Grants and similar amounts paid
- $550,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $552,341
- Excise tax on investment income
- $3,721
Balance sheet and other
- Total assets, start of year
- $6,347,642
- Total assets, end of year
- $6,057,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,057,850
- Fair market value of assets
- $6,183,295
- Qualifying distributions
- $552,341
- Net investment income
- $315,054
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 |
|---|---|---|---|
| CARL HJ ASPLUNDH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MATTHEW B ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KEITH M ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| JEFFREY D ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KYLE P ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MERRILL LYNCH 470 NORRISTOWN ROAD SUITE 101, BLUE BELL, PA 19422 | ADVISORS | 1 | $0 |
| BAKER TILLY ADVISORY GROUP 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | ADVISORS | 1 | $0 |
| ROWLAND M SMITH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, TRUSTEE | 1 | $0 |
| TRAVIS J THOMPSON 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL HJ ASPLUNDH JR 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, PRESIDENT | 3 | $0 |
| CARL HJ ASPLUNDH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MATTHEW B ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KEITH M ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| JEFFREY D ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KYLE P ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MERRILL LYNCH 470 NORRISTOWN ROAD SUITE 101, BLUE BELL, PA 19422 | ADVISORS | 1 | $0 |
| BAKER TILLY ADVISORY GROUP 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | ADVISORS | 1 | $0 |
| ROWLAND M SMITH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| TRAVIS J THOMPSON 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL HJ ASPLUNDH JR 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, PRESIDENT | 3 | $0 |
| CARL HJ ASPLUNDH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MATTHEW B ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KEITH M ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| JEFFREY D ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| KYLE P ASPLUNDH 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| MERRIL LYNCH 470 NORRISTOWN ROAD SUITE 101, BLUE BELL, PA 19422 | ADVISORS | 1 | $0 |
| BAKER TILLY VIRCHOW KRAUSE 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | ADVISORS | 1 | $0 |
| ROWLAND M SMITH III 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
| TRAVIS J THOMPSON 1800 BYBERRY ROAD SUITE 1100, HUNTINGDON VALLEY, PA 19006 | DIRECTOR, | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 BYBERRY RD STE 1100, HUNTINGDON VY, PA 19006-3523
- In care of
- % ROWLAND SMITH TRUSTEE
- Signed the 990-PF
- ROWLAND M SMITH III, TRUSTEE
- Phone
- (215) 205-9318
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 47-2621986
- 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 (T23)
- Assets (IRS master file)
- $6,057,850
- Income (IRS master file)
- $778,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $315,054 | $602,686 | $6,057,850 | IRS |
| 990-PF | December 2024 | $224,169 | $391,287 | $6,347,642 | IRS |
| 990-PF | December 2023 | $245,339 | $374,412 | $6,511,507 | 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 47-2621986).
Questions about CARL HJ ASPLUNDH JR FAMILY FOUNDATION
- What is the EIN of CARL HJ ASPLUNDH JR FAMILY FOUNDATION?
- The employer identification number (EIN) of CARL HJ ASPLUNDH JR FAMILY FOUNDATION is 47-2621986.
- Is CARL HJ ASPLUNDH JR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to CARL HJ ASPLUNDH JR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL HJ ASPLUNDH JR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL HJ ASPLUNDH JR FAMILY FOUNDATION 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 HJ ASPLUNDH JR FAMILY FOUNDATION 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 HJ ASPLUNDH JR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CARL HJ ASPLUNDH JR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $315,054, expenses of $602,686 and total assets of $6,057,850 at year end.
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