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Bernard W Loeb Charitable Tr Fbo Christopher Dock Mennonite High Sc

  • Souderton, PA
  • Tax-exempt since Nov. 2016
  • EIN: 38-7161682

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.

Summary charts: organization finances over time

Revenue
$36.6k (2024)

Expenses
$10.9k (2024)

Total Assets
$155k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2016 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,607
Expenses
$10,856
Net Income
$25,751
Net Assets
$154,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,076
11.1%
Sales of Assets $32,531
88.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,981
73.5%
Compensation of Officers* $2,218
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,697
Total Liabilities $0
Net Assets $154,697
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,218 $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
$5,921
Expenses
$11,428
Net Income
-$5,507
Net Assets
$141,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,788
47.1%
Sales of Assets $3,133
52.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,162
71.4%
Compensation of Officers* $2,026
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 $141,607
Total Liabilities $0
Net Assets $141,607
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,026 $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
$6,491
Expenses
$10,774
Net Income
-$4,283
Net Assets
$136,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,154
33.2%
Sales of Assets $4,337
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,371
77.7%
Compensation of Officers* $2,137
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,979
Total Liabilities $0
Net Assets $136,979
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,137 $0

Document Links

990-PF
Filed on May 4, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,166
Expenses
$10,615
Net Income
$8,551
Net Assets
$140,361
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $2,502
13.1%
Sales of Assets $16,658
86.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,682
72.4%
Compensation of Officers* $2,354
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,361
Total Liabilities $0
Net Assets $140,361
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,354 $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.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,103
Expenses
$10,414
Net Income
-$8,311
Net Assets
$131,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.9%
Dividends $1,996
94.9%
Sales of Assets $88
4.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,593
72.9%
Compensation of Officers* $2,063
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,395
Total Liabilities $1
Net Assets $131,394
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,063 $0

Document Links

990-PF
Filed on May 13, 2021

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
$10,398
Expenses
$10,277
Net Income
$121
Net Assets
$140,407
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40
0.4%
Dividends $2,685
25.8%
Sales of Assets $7,673
73.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,679
74.7%
Compensation of Officers* $2,033
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,408
Total Liabilities $1
Net Assets $140,407
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,033 $0

Document Links

990-PF
Filed on July 15, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,795
Expenses
$12,672
Net Income
-$1,877
Net Assets
$140,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31
0.3%
Dividends $2,389
22.1%
Sales of Assets $8,375
77.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,442
74.5%
Compensation of Officers* $2,130
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 $140,481
Total Liabilities $0
Net Assets $140,481
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,130 $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
$7,436
Expenses
$26,932
Net Income
-$19,496
Net Assets
$142,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.1%
Dividends $2,304
31.0%
Sales of Assets $5,124
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,515
76.2%
Compensation of Officers* $2,064
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,292
Total Liabilities $0
Net Assets $142,292
Compensation
Key Employees and Officers Compensation Other
Univest Bank (Trustee) $2,064 $0

Document Links

990-PF
Filed on Nov. 8, 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
$7,322
Expenses
$93,503
Net Income
-$86,181
Net Assets
$162,264
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,926
40.0%
Sales of Assets $4,396
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,469
98.9%
Compensation of Officers* $1,034
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,264
Total Liabilities $0
Net Assets $162,264
Compensation
Key Employees and Officers Compensation Other
Univest Bank And Trust Co (Trustee) $1,034 $0

Document Links

990-PF
Filed on Nov. 14, 2017

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

View Filing
PDF XML

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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