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Nonprofit · EIN 81-1166863

JAMES R VIAL TRUST UNDER WILL

Tax-exempt · LANCASTER, PA 17604

Financials

$49K$43K2025
Revenue Expenses · by fiscal year end
Financials of JAMES R VIAL TRUST UNDER WILL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,084$42,559$6,525$746,463$0$746,463
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$22,862
Net gain from sales of assets
$26,222

Expenses

Grants and similar amounts paid
$31,173
Compensation of officers, directors and key employees
$10,327
Disbursements for charitable purposes
$31,173
Excise tax on investment income
$535

Balance sheet and other

Total assets, start of year
$739,847
Total assets, end of year
$746,463
Total liabilities, end of year
$0
Net assets, end of year
$746,463
Fair market value of assets
$948,992
Qualifying distributions
$31,173
Net investment income
$49,084

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
FULTON BANK N A
ONE PENN SQUARE, LANCASTER, PA 17602
TRUSTEE2$10,327

Address and contacts

Address (IRS master file)
PO BOX 3215, LANCASTER, PA 17604-3215
In care of
% FULTON BANK N A
Signed the 990-PF
FULTON BANK NA, TAX MANAGER
Phone
(717) 291-2726

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
81-1166863
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$746,463
Income (IRS master file)
$194,662

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$34,713$55,519$729,850IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JAMES R VIAL TRUST UNDER WILL

What is the EIN of JAMES R VIAL TRUST UNDER WILL?
The employer identification number (EIN) of JAMES R VIAL TRUST UNDER WILL is 81-1166863.
Is JAMES R VIAL TRUST UNDER WILL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to JAMES R VIAL TRUST UNDER WILL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES R VIAL TRUST UNDER WILL file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES R VIAL TRUST UNDER WILL 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 JAMES R VIAL 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 2025.
Who are the officers and directors of JAMES R VIAL TRUST UNDER WILL?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,327 (FULTON BANK N A, TRUSTEE).
How much revenue does JAMES R VIAL TRUST UNDER WILL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,084, expenses of $42,559 and total assets of $746,463 at year end.

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