Nonprofit · EIN 04-6091865
TRUST U/W CHARLES C ELY
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $159,154 | $202,966 | -$43,812 | $3,263,587 | $0 | $3,263,587 |
| August 31, 2023 | 990-PF | -$68,763 | $230,293 | -$299,056 | $3,359,337 | $0 | $3,359,337 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $87,244
- Net gain from sales of assets
- $71,910
Expenses
- Grants and similar amounts paid
- $153,000
- Compensation of officers, directors and key employees
- $41,869
- Disbursements for charitable purposes
- $174,140
- Excise tax on investment income
- $1,788
Balance sheet and other
- Total assets, start of year
- $3,307,077
- Total assets, end of year
- $3,263,587
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,263,587
- Fair market value of assets
- $3,899,416
- Qualifying distributions
- $174,140
- Net investment income
- $153,796
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 | $41,869 |
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 | $37,502 |
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) 722-7121
- 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
- 04-6091865
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,263,587
- Income (IRS master file)
- $1,218,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | -$68,763 | $230,293 | $3,359,337 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about TRUST U/W CHARLES C ELY
- What is the EIN of TRUST U/W CHARLES C ELY?
- The employer identification number (EIN) of TRUST U/W CHARLES C ELY is 04-6091865.
- Is TRUST U/W CHARLES C ELY tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does TRUST U/W CHARLES C ELY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U/W CHARLES C ELY 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 TRUST U/W CHARLES C ELY 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 TRUST U/W CHARLES C ELY?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,869 (BNY MELLON N A, TRUSTEE).
- How much revenue does TRUST U/W CHARLES C ELY have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $159,154, expenses of $202,966 and total assets of $3,263,587 at year end.
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