Nonprofit · EIN 13-6350175
THERESA AND EDWARD OTOOLE FOUNDATION
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $4,640,460 | $5,656,183 | -$1,015,723 | $57,735,641 | $0 | $57,735,641 |
| June 30, 2024 | 990-PF | $2,742,474 | $6,020,142 | -$3,277,668 | $58,796,551 | $0 | $58,796,551 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $3,833,896
- Net gain from sales of assets
- $806,564
Expenses
- Grants and similar amounts paid
- $4,800,000
- Compensation of officers, directors and key employees
- $815,176
- Disbursements for charitable purposes
- $5,209,088
- Excise tax on investment income
- $58,188
Balance sheet and other
- Total assets, start of year
- $58,796,551
- Total assets, end of year
- $57,735,641
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,735,641
- Fair market value of assets
- $97,618,476
- Qualifying distributions
- $5,209,088
- Net investment income
- $4,593,740
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $580,747 |
| BERT DEGHERI 322 KAREN AVENUE 2903, LAS VEGAS, NV 89109 | CO-TRUSTEE | 2 | $234,429 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $526,236 |
| BERT DEGHERI 322 KAREN AVENUE 2903, LAS VEGAS, NV 89109 | CO-TRUSTEE | 2 | $229,143 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (212) 922-6636
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6350175
- 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
- 1971
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $57,735,641
- Income (IRS master file)
- $4,640,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $4,640,460 | $5,656,183 | $57,735,641 | IRS |
| 990-PF | June 2024 | $2,742,474 | $6,020,142 | $58,796,551 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 13-6350175).
Questions about THERESA AND EDWARD OTOOLE FOUNDATION
- What is the EIN of THERESA AND EDWARD OTOOLE FOUNDATION?
- The employer identification number (EIN) of THERESA AND EDWARD OTOOLE FOUNDATION is 13-6350175.
- Is THERESA AND EDWARD OTOOLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to THERESA AND EDWARD OTOOLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THERESA AND EDWARD OTOOLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THERESA AND EDWARD OTOOLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THERESA AND EDWARD OTOOLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THERESA AND EDWARD OTOOLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $580,747 (BNY MELLON N A, TRUSTEE).
- How much revenue does THERESA AND EDWARD OTOOLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,640,460, expenses of $5,656,183 and total assets of $57,735,641 at year end.
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