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Nonprofit · EIN 88-6504328

HARVEY P MEYERS VOLUNTARY CHARITABLE TR

Also known as LISA BITTNER TTEE

Tax-exempt · SOMERSET, PA 15501

Financials

$79K$67K2023$81K$110K2024$81K$117K2025
Revenue Expenses · by fiscal year end
Financials of HARVEY P MEYERS VOLUNTARY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$80,754$116,622-$35,868$2,035,796$0$2,035,796
December 31, 2024990-PF$80,936$110,283-$29,347$2,070,289$0$2,070,289
December 31, 2023990-PF$79,146$67,145$12,001$2,103,536$0$2,103,536
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$74,288
Net gain from sales of assets
$5,886
Other income
$580

Expenses

Grants and similar amounts paid
$99,368
Compensation of officers, directors and key employees
$14,698
Disbursements for charitable purposes
$99,368
Excise tax on investment income
$1,006

Balance sheet and other

Total assets, start of year
$2,070,289
Total assets, end of year
$2,035,796
Total liabilities, end of year
$0
Net assets, end of year
$2,035,796
Fair market value of assets
$2,293,584
Qualifying distributions
$99,368
Net investment income
$80,174

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
SOMERSET TRUST COMPANY
PO BOX 1330, SOMERSET, PA 15501
TRUSTEE1$14,698
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SOMERSET TRUST COMPANY
PO BOX 1330, SOMERSET, PA 15501
TRUSTEE1$14,377
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SOMERSET TRUST COMPANY
PO BOX 1330, SOMERSET, PA 15501
TRUSTEE1$13,680

Address and contacts

Address (IRS master file)
PO BOX 1330, SOMERSET, PA 15501-0330
Signed the 990-PF
JENNIE E REESE, TRUST OFFICER
Phone
(814) 443-9201
Return prepared by
FIDUCIARY TAX CONSULTANTS LLC

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
88-6504328
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,035,796
Income (IRS master file)
$428,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$80,754$116,622$2,035,796IRS
990-PFDecember 2024$80,936$110,283$2,070,289IRS
990-PFDecember 2023$79,146$67,145$2,103,536XML
990-PFDecember 2022–––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 88-6504328).

Questions about HARVEY P MEYERS VOLUNTARY CHARITABLE TR

What is the EIN of HARVEY P MEYERS VOLUNTARY CHARITABLE TR?
The employer identification number (EIN) of HARVEY P MEYERS VOLUNTARY CHARITABLE TR is 88-6504328.
Is HARVEY P MEYERS VOLUNTARY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HARVEY P MEYERS VOLUNTARY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HARVEY P MEYERS VOLUNTARY CHARITABLE TR 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 HARVEY P MEYERS VOLUNTARY CHARITABLE TR 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 HARVEY P MEYERS VOLUNTARY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,698 (SOMERSET TRUST COMPANY, TRUSTEE).
How much revenue does HARVEY P MEYERS VOLUNTARY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $80,754, expenses of $116,622 and total assets of $2,035,796 at year end.

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