Max York Educational Foundation: Nonprofit Profile, Financials & Form 990 (EIN 22-2859796)

Revenue by fiscal year
FY2020	$275K
FY2021	$131K
FY2022	$293K
FY2023	$23K
FY2024	$80K
FY2025	$68K

Expenses by fiscal year
FY2020	$85K
FY2021	$109K
FY2022	$171K
FY2023	$91K
FY2024	$114K
FY2025	$97K

Net assets by fiscal year
FY2020	$1.7M
FY2021	$1.9M
FY2022	$1.6M
FY2023	$1.6M
FY2024	$1.7M
FY2025	$1.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

77%

23%

Program services 77% · $74K Management & general 23% · $23K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation

Megan Adjutant

Trustee

$0Pt VII · Sec A

Jessica Beaton

Trustee

$0Pt VII · Sec A

Anne Landry

Trustee

$0Pt VII · Sec A

Tina Lunderville

Board Chair

$0Pt VII · Sec A

Nicole Merriam

Trustee

$0Pt VII · Sec A

James Weagle

Trustee

$0Pt VII · Sec A

See Max York Educational Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes educational programs and events.

Questions for Max York Educational Foundation

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2 programs · $74K · in their own filed words · FY2024

01

Various art and other educational projects to further public education in the northumberland school district.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2859796) · Dispute this line

$38Kprogram expense

02

Scholarships are awarded to qualified students of the northumberland school district.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2859796) · Dispute this line

$36Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 12 grants · $546K · 2019–2024

Unitemized GrantFY2024$38,298

Unitemized GrantFY2024$36,000

Unitemized GrantFY2023$69,344

Unitemized GrantFY2023$25,000

Unitemized GrantFY2022$47,259

Unitemized GrantFY2022$25,000

Unitemized GrantFY2021$106,272

Unitemized GrantFY2021$44,500

Unitemized GrantFY2020$64,535

Unitemized GrantFY2020$24,500

Unitemized GrantFY2019$42,587

Unitemized GrantFY2019$22,700

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$68K

Ln 12

Investment incomeLn 3$47K

Other incomeLn 4–11$21K

Money outPt IX

$97K

Ln 25

Programscol B$74K

Managementcol C$23K

Owns and owesPt X

$1.7M

net assets · Ln 32

Cash and savingsLn 1–2$61K

Total assetsLn 16$1.7M

LiabilitiesLn 26$39K

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$47K

Other incomeLn 4–11$21K

Gains on assetsLn 7$21K

Total revenueLn 12$68K

Assets in detailPt X, end of year

CashLn 1$61K

Cash and savings togetherLn 1–2$61K

InvestmentsLn 11–13$1.7M

Total assetsLn 16$1.7M

LiabilitiesLn 26$39K

Net assetsLn 32$1.7M

OperationsPt I, VI

EmployeesI 50

VolunteersI 66

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$101K	$61K
InvestmentsLn 11–13	$1.6M	$1.7M
Total assetsLn 16	$1.7M	$1.7M
LiabilitiesLn 26	$42K	$39K
Net assetsLn 32	$1.7M	$1.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$74K	$74K
Legal feesLn 11b	$1K		$1K
Accounting feesLn 11c	$7K		$7K
Investment management feesLn 11f	$13K		$13K
Other fees for servicesLn 11g	$1K		$1K
Total functional expensesLn 25	$97K	$74K	$23K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest ViewingFiled with the IRS Apr 30, 2026	$68K	$97K	−$29K	$1.7M	990 PDF
FY2024Filed with the IRS Nov 6, 2024	$80K	$114K	−$34K	$1.7M	990 PDF
FY2023Filed with the IRS Mar 21, 2024	$23K	$91K	−$68K	$1.6M	990 PDF
FY2022Filed with the IRS Dec 21, 2022	$293K	$171K	$122K	$1.6M	990 PDF
FY2021Filed with the IRS Nov 10, 2021	$131K	$109K	$22K	$1.9M	990 PDF
FY2020Filed with the IRS Mar 23, 2021	$275K	$85K	$189K	$1.7M	990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations

See the full FY2025 990

Part I · Summary $67,952 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $80,035$67,952

I-11 Other revenue$0

I-12 Total revenuePrior year $80,035$67,952

I-13 Grants and similar amounts paidPrior year $94,344$74,298

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $19,237$22,728

I-18 Total expensesPrior year $113,581$97,026

I-19 Revenue less expensesPrior year −$33,546−$29,074

Part VI · Governance 6 of 6 board members independent, 3 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $67,952 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $47,291$47,291

VIII-7 Net gain or loss on sales of assetsRelated to mission $20,661$20,661

VIII-12 Total revenueRelated to mission $20,661 · Excluded from tax $47,291$67,952

Part IX · Statement of functional expenses $97,026 across 5 lines filed

IX-2 Grants to domestic individualsPrograms $74,298$74,298

IX-11b Legal feesManagement $1,462$1,462

IX-11c Accounting feesManagement $7,430$7,430

IX-11f Investment management feesManagement $12,756$12,756

IX-11g Other fees for servicesManagement $1,080$1,080

IX-25 Total functional expensesPrograms $74,298 · Management $22,728 · Fundraising $0$97,026

Part X · Balance sheet $1,731,213 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $101,456$61,098

X-11 Publicly traded securitiesStart of year $1,596,222$1,670,115

X-16 Total assetsStart of year $1,697,678$1,731,213

X-25 Other liabilitiesStart of year $41,913$39,200

X-26 Total liabilitiesStart of year $41,913$39,200

X-27 Net assets without donor restrictionsStart of year $1,655,765$1,692,013

X-32 Total net assets or fund balancesStart of year $1,655,765$1,692,013

X-33 Total liabilities and net assetsStart of year $1,697,678$1,731,213

Part XI · Reconciliation of net assets $1,692,013 net assets at year end

XI-1 Total revenue$67,952

XI-2 Total expenses$97,026

XI-3 Revenue less expenses−$29,074

XI-4 Net assets at start of year$1,655,765

XI-5 Net unrealized gains (losses) on investments$65,322

XI-10 Net assets at end of year$1,692,013

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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Max York Educational Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Max York Educational Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV