Trust Under Will Of Ruth K James

John C Kazary Esq
  • Souderton, PA
  • Tax-exempt since June 2017
  • EIN: 23-6829196

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,766
Expenses
$83,893
Net Income
-$8,127
Net Assets
$1,103,645
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,672
41.8%
Sales of Assets $44,094
58.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,250
79.0%
Compensation of Officers* $17,008
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,103,645
Total Liabilities $0
Net Assets $1,103,645
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $17,008 $0

Document Links

990-PF
Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,011
Expenses
$88,634
Net Income
-$51,623
Net Assets
$1,099,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,828
83.3%
Sales of Assets $6,183
16.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,848
76.5%
Compensation of Officers* $15,701
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,099,697
Total Liabilities $0
Net Assets $1,099,697
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $15,701 $0

Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,874
Expenses
$89,638
Net Income
$28,236
Net Assets
$1,139,277
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,131
2.7%
Dividends $24,026
20.4%
Sales of Assets $90,717
77.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,994
78.1%
Compensation of Officers* $16,520
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,139,277
Total Liabilities $0
Net Assets $1,139,277
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $16,520 $0

Document Links

990-PF
Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,462
Expenses
$82,276
Net Income
$43,186
Net Assets
$1,113,864
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,791
3.0%
Dividends $27,277
21.7%
Sales of Assets $94,394
75.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,456
77.1%
Compensation of Officers* $18,079
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,113,864
Total Liabilities $0
Net Assets $1,113,864
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $18,079 $0

Document Links

990-PF
Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,540
Expenses
$76,621
Net Income
-$29,081
Net Assets
$1,081,317
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,706
18.3%
Dividends $18,202
38.3%
Sales of Assets $4,865
10.2%
Other Income $15,767
33.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,032
75.7%
Compensation of Officers* $15,694
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,081,318
Total Liabilities $1
Net Assets $1,081,317
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $15,694 $0

Document Links

990-PF
Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,087
Expenses
$81,539
Net Income
$56,548
Net Assets
$1,107,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,148
5.9%
Dividends $16,970
12.3%
Sales of Assets $54,514
39.5%
Other Income $58,455
42.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,060
72.4%
Compensation of Officers* $16,925
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,107,894
Total Liabilities $0
Net Assets $1,107,894
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $16,925 $0

Document Links

990-PF
Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,131
Expenses
$99,309
Net Income
-$57,178
Net Assets
$1,048,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,767
25.6%
Dividends $16,427
39.0%
Sales of Assets $14,937
35.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,452
65.9%
Compensation of Officers* $15,585
15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,048,404
Total Liabilities $0
Net Assets $1,048,404
Compensation
Key Employees and Officers Compensation Other
Univest Bank & Trust Co (Trustee) $15,585 $0

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$184,559
Expenses
$146,812
Net Income
$37,747
Net Assets
$1,098,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,221
16.4%
Sales of Assets $154,338
83.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,000
66.8%
Compensation of Officers* $14,838
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,098,304
Total Liabilities $0
Net Assets $1,098,304
Compensation
Key Employees and Officers Compensation Other
Univest Bank Trust Co Tr (Trustee) $14,838 $0

Document Links

990-PF
Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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