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Nonprofit · EIN 04-6092378

CHARLES B OLIVER TRUST UW 10 2919 00 8

Also known as BOSTON SAFE DEPOSIT & TRUST CO TR

Tax-exempt · PITTSBURGH, PA 15230

Financials

−$3K$9K2022$6K$8K2023$7K$12K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES B OLIVER TRUST UW 10 2919 00 8 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$7,119$12,143-$5,024$121,103$0$121,103
September 30, 2024990-PF$6,347$7,692-$1,345$126,159$0$126,159
September 30, 2023990-PF-$2,808$8,508-$11,316$126,890$0$126,890
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$3,185
Net gain from sales of assets
$3,934

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$2,354
Disbursements for charitable purposes
$10,594
Excise tax on investment income
$77

Balance sheet and other

Total assets, start of year
$126,159
Total assets, end of year
$121,103
Total liabilities, end of year
$0
Net assets, end of year
$121,103
Fair market value of assets
$144,143
Qualifying distributions
$10,594
Net investment income
$6,954

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$2,354
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$2,277
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$2,164

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7144
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
04-6092378
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$121,103
Income (IRS master file)
$68,321

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$7,119$12,143$121,103XML
990-PFSeptember 2024$6,347$7,692$126,159XML
990-PFSeptember 2023-$2,808$8,508$126,890XML
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 04-6092378).

Questions about CHARLES B OLIVER TRUST UW 10 2919 00 8

What is the EIN of CHARLES B OLIVER TRUST UW 10 2919 00 8?
The employer identification number (EIN) of CHARLES B OLIVER TRUST UW 10 2919 00 8 is 04-6092378.
Is CHARLES B OLIVER TRUST UW 10 2919 00 8 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CHARLES B OLIVER TRUST UW 10 2919 00 8 file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES B OLIVER TRUST UW 10 2919 00 8 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 CHARLES B OLIVER TRUST UW 10 2919 00 8 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 CHARLES B OLIVER TRUST UW 10 2919 00 8?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,354 (BNY MELLON N A, TRUSTEE).
How much revenue does CHARLES B OLIVER TRUST UW 10 2919 00 8 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $7,119, expenses of $12,143 and total assets of $121,103 at year end.

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