Nonprofit · EIN 13-7208650
TRUST U-W CLEVELAND AMORY
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,160 | $160,007 | -$89,847 | $1,024,821 | $0 | $1,024,821 |
| December 31, 2024 | 990-PF | $121,134 | $224,640 | -$103,506 | $1,114,668 | $0 | $1,114,668 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,157
- Interest
- $5,005
- Net gain from sales of assets
- $19,998
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $150,000
- Excise tax on investment income
- $836
Balance sheet and other
- Total assets, start of year
- $1,114,668
- Total assets, end of year
- $1,024,821
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,024,821
- Fair market value of assets
- $1,240,152
- Qualifying distributions
- $150,000
- Net investment income
- $70,160
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wayne Pacelle 3211 Leland St, Chevy Chase, MD 20815 | Trustee | 1 | $0 |
| Marian Probst deceased as of 1225 100 North Village Ave, Rockville Centre, NY 11570 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIAN PROBST 100 NORTH VILLAGE AVE, ROCKVILLE CENTRE, NY 11570 | TRUSTEE | 1 | $0 |
| WAYNE PACELLE 3211 LELAND ST, CHEVY CHASE, MD 20815 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3211 LELAND ST, CHEVY CHASE, MD 20815-4009
- In care of
- % VEDDER PRICE
- Signed the 990-PF
- Wayne Pacelle, Trustee
- Phone
- (202) 420-0446
- Return prepared by
- Rogers & Company PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 13-7208650
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,024,821
- Income (IRS master file)
- $307,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,160 | $160,007 | $1,024,821 | XML |
| 990-PF | December 2024 | $121,134 | $224,640 | $1,114,668 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-7208650).
Questions about TRUST U-W CLEVELAND AMORY
- What is the EIN of TRUST U-W CLEVELAND AMORY?
- The employer identification number (EIN) of TRUST U-W CLEVELAND AMORY is 13-7208650.
- Is TRUST U-W CLEVELAND AMORY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Which annual return does TRUST U-W CLEVELAND AMORY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U-W CLEVELAND AMORY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U-W CLEVELAND AMORY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRUST U-W CLEVELAND AMORY?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TRUST U-W CLEVELAND AMORY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,160, expenses of $160,007 and total assets of $1,024,821 at year end.
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