Nonprofit · EIN 04-6091666
TR U/W TIMOTHY SMITH
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $963,768 | $1,631,119 | -$667,351 | $14,970,153 | $0 | $14,970,153 |
| August 31, 2024 | 990-PF | $421,580 | $1,007,863 | -$586,283 | $15,634,550 | $0 | $15,634,550 |
| August 31, 2023 | 990-PF | -$206,868 | $958,320 | -$1,165,188 | $16,223,323 | $0 | $16,223,323 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $409,703
- Net gain from sales of assets
- $554,065
Expenses
- Grants and similar amounts paid
- $1,507,598
- Compensation of officers, directors and key employees
- $107,726
- Disbursements for charitable purposes
- $1,554,313
- Excise tax on investment income
- $12,134
Balance sheet and other
- Total assets, start of year
- $15,634,550
- Total assets, end of year
- $14,970,153
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,970,153
- Fair market value of assets
- $17,721,562
- Qualifying distributions
- $1,554,313
- Net investment income
- $939,623
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 | $107,726 |
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 | $100,939 |
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 | $96,360 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BNY MELLON NA
- 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
- 04-6091666
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,970,153
- Income (IRS master file)
- $7,415,262
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $963,768 | $1,631,119 | $14,970,153 | XML |
| 990-PF | August 2024 | $421,580 | $1,007,863 | $15,634,550 | XML |
| 990-PF | August 2023 | -$206,868 | $958,320 | $16,223,323 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 04-6091666).
Questions about TR U/W TIMOTHY SMITH
- What is the EIN of TR U/W TIMOTHY SMITH?
- The employer identification number (EIN) of TR U/W TIMOTHY SMITH is 04-6091666.
- Is TR U/W TIMOTHY SMITH tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does TR U/W TIMOTHY SMITH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TR U/W TIMOTHY SMITH 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 TR U/W TIMOTHY SMITH 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 TR U/W TIMOTHY SMITH?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $107,726 (BNY MELLON N A, TRUSTEE).
- How much revenue does TR U/W TIMOTHY SMITH have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $963,768, expenses of $1,631,119 and total assets of $14,970,153 at year end.
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