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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-6967609

FERRIDAY-FUND CHARITABLE TR

Also known as CARTER RICHARD J CO-TTEE

Tax-exempt · PITTSBURGH, PA 15230

Financials

$802K$691K2024
Revenue Expenses · by fiscal year end
Financials of FERRIDAY-FUND CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF (amended)$801,862$691,036$110,826$9,855,413$0$9,855,413
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$291,474
Net gain from sales of assets
$510,388

Expenses

Grants and similar amounts paid
$566,328
Compensation of officers, directors and key employees
$104,927
Disbursements for charitable purposes
$609,049
Excise tax on investment income
$10,217

Balance sheet and other

Total assets, start of year
$9,739,322
Total assets, end of year
$9,855,413
Total liabilities, end of year
$0
Net assets, end of year
$9,855,413
Fair market value of assets
$13,283,686
Qualifying distributions
$609,049
Net investment income
$801,862

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON NA
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE1$88,936
MAURA MURPHY
3 PARK AVENUE, NEW YORK, NY 10016
CO-TRUSTEE 1-100$15,991

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% BANK OF NEW YORK CO-TTEE
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(516) 294-2505
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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
13-6967609
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
1991
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$9,855,413
Income (IRS master file)
$3,042,480

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025–––IRS
990-PFJuly 2024$1,079,229$642,455$9,739,322IRS
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 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 FERRIDAY-FUND CHARITABLE TR

What is the EIN of FERRIDAY-FUND CHARITABLE TR?
The employer identification number (EIN) of FERRIDAY-FUND CHARITABLE TR is 13-6967609.
Is FERRIDAY-FUND CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to FERRIDAY-FUND CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FERRIDAY-FUND CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FERRIDAY-FUND CHARITABLE TR due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FERRIDAY-FUND CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of FERRIDAY-FUND CHARITABLE TR?
The 990-PF for the year ended July 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $88,936 (BNY MELLON NA, CO-TRUSTEE).
How much revenue does FERRIDAY-FUND CHARITABLE TR have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $801,862, expenses of $691,036 and total assets of $9,855,413 at year end.

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