Nonprofit · EIN 04-6185933
FREDERICK A BAILEY TRUST UW
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $78,162 | $112,948 | -$34,786 | $1,227,961 | $0 | $1,227,961 |
| August 31, 2024 | 990-PF | $74,783 | $110,556 | -$35,773 | $1,262,682 | $0 | $1,262,682 |
| August 31, 2023 | 990-PF | -$2,745 | $192,132 | -$194,877 | $1,298,533 | $0 | $1,298,533 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $40,956
- Net gain from sales of assets
- $37,206
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $30,651
- Disbursements for charitable purposes
- $85,646
- Excise tax on investment income
- $699
Balance sheet and other
- Total assets, start of year
- $1,262,682
- Total assets, end of year
- $1,227,961
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,227,961
- Fair market value of assets
- $1,528,736
- Qualifying distributions
- $85,646
- Net investment income
- $75,760
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 | $26,172 |
| RONALD GARMEY 100 SUMMER STREET, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $4,479 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $25,823 |
| RONALD GARMEY 100 SUMMER STREET, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $3,552 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $24,824 |
| RONALD GARMEY 100 SUMMER STREET, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $4,254 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON TR OF NEW ENGLAND
- 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 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
- 04-6185933
- 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
- 1969
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,227,961
- Income (IRS master file)
- $192,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $78,162 | $112,948 | $1,227,961 | XML |
| 990-PF | August 2024 | $74,783 | $110,556 | $1,262,682 | XML |
| 990-PF | August 2023 | -$2,745 | $192,132 | $1,298,533 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 04-6185933).
Questions about FREDERICK A BAILEY TRUST UW
- What is the EIN of FREDERICK A BAILEY TRUST UW?
- The employer identification number (EIN) of FREDERICK A BAILEY TRUST UW is 04-6185933.
- Is FREDERICK A BAILEY TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to FREDERICK A BAILEY TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FREDERICK A BAILEY TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FREDERICK A BAILEY 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 FREDERICK A BAILEY 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 FREDERICK A BAILEY TRUST UW?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $26,172 (BNY MELLON N A, TRUSTEE).
- How much revenue does FREDERICK A BAILEY TRUST UW have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $78,162, expenses of $112,948 and total assets of $1,227,961 at year end.
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