Nonprofit · EIN 80-6224613
CARL W MEYERS JR TESTAMENTARY TRUST
Tax-exempt · PERKASIE, PA 18944
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $31,190 | $66,076 | -$34,886 | $828,785 | $0 | $828,785 |
| December 31, 2023 | 990-PF | $22,731 | $65,648 | -$42,917 | $810,354 | $0 | $810,354 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $32,528
- Net gain from sales of assets
- -$1,338
Expenses
- Grants and similar amounts paid
- $39,950
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $41,950
- Excise tax on investment income
- $117
Balance sheet and other
- Total assets, start of year
- $810,354
- Total assets, end of year
- $828,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $828,785
- Fair market value of assets
- $828,785
- Qualifying distributions
- $41,950
- Net investment income
- $32,528
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 |
|---|---|---|---|
| ROBERT A MANN 344 South 3rd Street, Coopersburg, PA 18036 | Co-Trustee | 3 | $6,000 |
| ROY RADZAI 1010 Mill Rd, Quakertown, PA 18951 | Co-Trustee | 3 | $6,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A MANN 344 South 3rd Street, Coopersburg, PA 18036 | CoTrustee | 3 | $6,000 |
| ROY RADZAI 1010 Mill Rd, Quakertown, PA 18951 | CoTrustee | 3 | $6,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 215, PERKASIE, PA 18944-0215
- In care of
- % ROY RADZAI
- Signed the 990-PF
- ROY RADZAI, Co-Trustee
- Phone
- (215) 257-6811
- Return prepared by
- Grim Biehn & Thatcher
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
- 80-6224613
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $828,785
- Income (IRS master file)
- $87,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $31,190 | $66,076 | $828,785 | XML |
| 990-PF | December 2023 | $22,731 | $65,648 | $810,354 | 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 80-6224613).
Questions about CARL W MEYERS JR TESTAMENTARY TRUST
- What is the EIN of CARL W MEYERS JR TESTAMENTARY TRUST?
- The employer identification number (EIN) of CARL W MEYERS JR TESTAMENTARY TRUST is 80-6224613.
- Is CARL W MEYERS JR TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CARL W MEYERS JR TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL W MEYERS JR TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL W MEYERS JR TESTAMENTARY TRUST 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 CARL W MEYERS JR TESTAMENTARY TRUST 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 CARL W MEYERS JR TESTAMENTARY TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $6,000 (ROBERT A MANN, Co-Trustee).
- How much revenue does CARL W MEYERS JR TESTAMENTARY TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,190, expenses of $66,076 and total assets of $828,785 at year end.
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All nonprofits in PERKASIE · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations