Marie E Heyburn Trust Under Deed

Malvern, PA
Tax-exempt since July 2004
EIN: 23-7776386

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Type of Nonprofit

Designated as a 501(c)(3) 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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$32k (2024)

Expenses

$19.3k (2024)

Total Assets

$220k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$31,975

Expenses

$19,320

Net Income

$12,655

Net Assets

$219,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$8,623	27.0%
Sales of Assets	$23,325	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,687	81.2%
Compensation of Officers*	$3,374	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,609
Total Liabilities	$0
Net Assets	$219,609

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,374	$0

990-PF

Filed on March 6, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$13,681

Expenses

$20,275

Net Income

-$6,594

Net Assets

$206,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.2%
Dividends	$7,828	57.2%
Sales of Assets	$5,827	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,677	82.3%
Compensation of Officers*	$3,353	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$206,954
Total Liabilities	$0
Net Assets	$206,954

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,353	$0

990-PF

Filed on April 9, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$15,656

Expenses

$25,494

Net Income

-$9,838

Net Assets

$213,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$11,781	75.2%
Sales of Assets	$3,862	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,409	84.0%
Compensation of Officers*	$3,817	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,548
Total Liabilities	$0
Net Assets	$213,548

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,817	$0

990-PF

Filed on March 29, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$21,023

Expenses

$21,387

Net Income

-$364

Net Assets

$223,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.1%
Dividends	$7,371	35.1%
Sales of Assets	$13,641	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,735	82.9%
Compensation of Officers*	$3,470	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,386
Total Liabilities	$0
Net Assets	$223,386

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,470	$0

990-PF

Filed on April 8, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$9,744

Expenses

$17,827

Net Income

-$8,083

Net Assets

$223,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.2%
Dividends	$7,142	73.3%
Sales of Assets	$2,584	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,201	79.7%
Compensation of Officers*	$3,402	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,750
Total Liabilities	$1
Net Assets	$223,749

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,402	$0

990-PF

Filed on March 19, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$12,609

Expenses

$18,465

Net Income

-$5,856

Net Assets

$231,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.3%
Dividends	$8,333	66.1%
Sales of Assets	$4,233	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,999	81.2%
Compensation of Officers*	$2,997	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$231,833
Total Liabilities	$1
Net Assets	$231,832

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$2,997	$0

990-PF

Filed on April 15, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$21,501

Expenses

$19,145

Net Income

$2,356

Net Assets

$237,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.1%
Dividends	$8,510	39.6%
Sales of Assets	$12,968	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,610	81.5%
Compensation of Officers*	$3,220	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$237,689
Total Liabilities	$0
Net Assets	$237,689

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,220	$0

990-PF

Filed on April 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$17,981

Expenses

$18,885

Net Income

-$904

Net Assets

$235,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$7,841	43.6%
Sales of Assets	$10,130	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,519	82.2%
Compensation of Officers*	$3,037	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,333
Total Liabilities	$0
Net Assets	$235,333

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,037	$0

990-PF

Filed on March 13, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$12,003

Expenses

$18,894

Net Income

-$6,891

Net Assets

$236,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.1%
Dividends	$7,751	64.6%
Sales of Assets	$4,244	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,504	82.1%
Compensation of Officers*	$3,007	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$236,237
Total Liabilities	$0
Net Assets	$236,237

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,007	$0

990-PF

Filed on March 22, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$13,304

Expenses

$17,057

Net Income

-$3,753

Net Assets

$243,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$7,888	59.3%
Sales of Assets	$5,406	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,562	79.5%
Compensation of Officers*	$3,124	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,128
Total Liabilities	$0
Net Assets	$243,128

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,124	$0

990-PF

Filed on April 5, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$12,575

Expenses

$16,680

Net Income

-$4,105

Net Assets

$246,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.1%
Dividends	$7,631	60.7%
Sales of Assets	$4,932	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,506	81.0%
Compensation of Officers*	$3,012	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,881
Total Liabilities	$0
Net Assets	$246,881

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$3,012	$0

990-PF

Filed on April 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$10,449

Expenses

$16,618

Net Income

-$6,169

Net Assets

$250,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.1%
Dividends	$7,093	67.9%
Sales of Assets	$3,341	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,357	80.4%
Compensation of Officers*	$2,713	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$250,986
Total Liabilities	$0
Net Assets	$250,986

Compensation

Key Employees and Officers	Compensation	Other
The National Bank Of Malvern (Trustee)	$2,713	$0

990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$18,131

Expenses

$11,684

Net Income

$6,447

Net Assets

$257,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$434	2.4%
Dividends	$6,818	37.6%
Sales of Assets	$10,879	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,813	75.4%
Compensation of Officers*	$2,625	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$257,155
Total Liabilities	$1
Net Assets	$257,154

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,032

Expenses

$6,786

Net Income

-$1,754

Net Assets

$250,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,603	51.7%
Dividends	$2,411	47.9%
Sales of Assets	$18	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,475	51.2%
Compensation of Officers*	$2,549	37.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$250,708
Total Liabilities	$1
Net Assets	$250,707

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.

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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

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Updated March 23, 2026

Marie E Heyburn Trust Under Deed

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $32k (2024)

Expenses $19.3k (2024)

Total Assets $220k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$32k (2024)

Expenses

$19.3k (2024)

Total Assets

$220k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004