Nonprofit · EIN 04-6091556
LOUIS P METCALF TRUST UI 14-0827-00-7
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $16,854 | $29,137 | -$12,283 | $466,944 | $0 | $466,944 |
| August 31, 2024 | 990-PF | $25,001 | $30,260 | -$5,259 | $479,186 | $0 | $479,186 |
| August 31, 2023 | 990-PF | $178 | $34,014 | -$33,836 | $484,536 | $0 | $484,536 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $13,221
- Net gain from sales of assets
- $3,633
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $8,598
- Disbursements for charitable purposes
- $23,474
- Excise tax on investment income
- $151
Balance sheet and other
- Total assets, start of year
- $479,186
- Total assets, end of year
- $466,944
- Total liabilities, end of year
- $0
- Net assets, end of year
- $466,944
- Fair market value of assets
- $518,057
- Qualifying distributions
- $23,474
- Net investment income
- $15,842
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $8,598 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $8,174 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $8,025 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON TRUST OF NEW ENGLAND
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7415
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6091556
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $466,944
- Income (IRS master file)
- $140,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $16,854 | $29,137 | $466,944 | XML |
| 990-PF | August 2024 | $25,001 | $30,260 | $479,186 | XML |
| 990-PF | August 2023 | $178 | $34,014 | $484,536 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 04-6091556).
Questions about LOUIS P METCALF TRUST UI 14-0827-00-7
- What is the EIN of LOUIS P METCALF TRUST UI 14-0827-00-7?
- The employer identification number (EIN) of LOUIS P METCALF TRUST UI 14-0827-00-7 is 04-6091556.
- Is LOUIS P METCALF TRUST UI 14-0827-00-7 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does LOUIS P METCALF TRUST UI 14-0827-00-7 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS P METCALF TRUST UI 14-0827-00-7 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUIS P METCALF TRUST UI 14-0827-00-7 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of LOUIS P METCALF TRUST UI 14-0827-00-7?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,598 (BNY MELLON N A, TRUSTEE).
- How much revenue does LOUIS P METCALF TRUST UI 14-0827-00-7 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $16,854, expenses of $29,137 and total assets of $466,944 at year end.
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