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Nonprofit · EIN 04-6091653

JEANETTE T SHELDON ENDOWMENT FUND TRUST UA

Also known as BOSTON SAFE DEPOSIT & TRUST COMPANY

Tax-exempt · PITTSBURGH, PA 15230

Financials

$4K$5K2022$7K$5K2023$2K$5K2024
Revenue Expenses · by fiscal year end
Financials of JEANETTE T SHELDON ENDOWMENT FUND TRUST UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$2,409$5,132-$2,723$57,758$0$57,758
September 30, 2024990-PF$7,116$5,083$2,033$60,458$0$60,458
September 30, 2023990-PF$4,217$5,046-$829$58,442$0$58,442
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$2,403
Net gain from sales of assets
$6

Expenses

Grants and similar amounts paid
$3,200
Compensation of officers, directors and key employees
$1,774
Disbursements for charitable purposes
$3,945
Excise tax on investment income
$18

Balance sheet and other

Total assets, start of year
$60,458
Total assets, end of year
$57,758
Total liabilities, end of year
$0
Net assets, end of year
$57,758
Fair market value of assets
$90,540
Qualifying distributions
$3,945
Net investment income
$2,299

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15320
TRUSTEE1$1,774
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$1,777
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$1,811

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7598
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6091653
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$57,758
Income (IRS master file)
$7,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$2,409$5,132$57,758XML
990-PFSeptember 2024$7,116$5,083$60,458XML
990-PFSeptember 2023$4,217$5,046$58,442XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––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 04-6091653).

Questions about JEANETTE T SHELDON ENDOWMENT FUND TRUST UA

What is the EIN of JEANETTE T SHELDON ENDOWMENT FUND TRUST UA?
The employer identification number (EIN) of JEANETTE T SHELDON ENDOWMENT FUND TRUST UA is 04-6091653.
Is JEANETTE T SHELDON ENDOWMENT FUND TRUST UA tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JEANETTE T SHELDON ENDOWMENT FUND TRUST UA file?
Form 990-PF. Private foundations file every year.
When is the next return of JEANETTE T SHELDON ENDOWMENT FUND TRUST UA due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEANETTE T SHELDON ENDOWMENT FUND TRUST UA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JEANETTE T SHELDON ENDOWMENT FUND TRUST UA?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,774 (BNY MELLON N A, TRUSTEE).
How much revenue does JEANETTE T SHELDON ENDOWMENT FUND TRUST UA have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,409, expenses of $5,132 and total assets of $57,758 at year end.

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