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Nonprofit · EIN 04-6093280

HARRY M PETHYBRIDGE TRUST UW

Tax-exempt · PITTSBURGH, PA 15230

Financials

$2K$130K2022$84K$163K2024
Revenue Expenses · by fiscal year end
Financials of HARRY M PETHYBRIDGE TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$83,827$162,855-$79,028$2,287,870$0$2,287,870
August 31, 2023990-PF$2,481$129,689-$127,208$2,389,200$0$2,389,200
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$66,018
Net gain from sales of assets
$17,809

Expenses

Grants and similar amounts paid
$120,000
Compensation of officers, directors and key employees
$39,372
Disbursements for charitable purposes
$136,534
Excise tax on investment income
$779

Balance sheet and other

Total assets, start of year
$2,366,724
Total assets, end of year
$2,287,870
Total liabilities, end of year
$0
Net assets, end of year
$2,287,870
Fair market value of assets
$2,551,314
Qualifying distributions
$136,534
Net investment income
$78,741

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.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$39,372
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$25,663

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(617) 722-7626
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 yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
04-6093280
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$2,287,870
Income (IRS master file)
$715,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$83,827$162,855$2,287,870XML
990-PFAugust 2024–––IRS
990-PFAugust 2023$2,481$129,689$2,389,200XML
990-PFAugust 2022–––IRS
990-PFAugust 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 HARRY M PETHYBRIDGE TRUST UW

What is the EIN of HARRY M PETHYBRIDGE TRUST UW?
The employer identification number (EIN) of HARRY M PETHYBRIDGE TRUST UW is 04-6093280.
Is HARRY M PETHYBRIDGE TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to HARRY M PETHYBRIDGE TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARRY M PETHYBRIDGE TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of HARRY M PETHYBRIDGE TRUST UW 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 HARRY M PETHYBRIDGE TRUST UW 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 HARRY M PETHYBRIDGE TRUST UW?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $39,372 (BNY MELLON N A, TRUSTEE).
How much revenue does HARRY M PETHYBRIDGE TRUST UW have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $83,827, expenses of $162,855 and total assets of $2,287,870 at year end.

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