Nonprofit · EIN 22-3216666
HERFORD N ELLIOT TRUST
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $165,296 | $305,696 | -$140,400 | $4,639,141 | $0 | $4,639,141 |
| August 31, 2024 | 990-PF | $1,099,227 | $287,356 | $811,871 | $4,779,309 | $0 | $4,779,309 |
| August 31, 2023 | 990-PF | $537,273 | $305,568 | $231,705 | $3,966,157 | $0 | $3,966,157 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $114,185
- Net gain from sales of assets
- $51,111
Expenses
- Grants and similar amounts paid
- $240,000
- Compensation of officers, directors and key employees
- $54,877
- Disbursements for charitable purposes
- $262,021
- Excise tax on investment income
- $1,743
Balance sheet and other
- Total assets, start of year
- $4,779,309
- Total assets, end of year
- $4,639,141
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,639,141
- Fair market value of assets
- $5,193,787
- Qualifying distributions
- $262,021
- Net investment income
- $158,116
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 | $54,877 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $51,944 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $49,214 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON BANK NA
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7107
- 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
- 22-3216666
- 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
- 1992
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Youth development (O110)
- Assets (IRS master file)
- $4,639,141
- Income (IRS master file)
- $1,700,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $165,296 | $305,696 | $4,639,141 | XML |
| 990-PF | August 2024 | $1,099,227 | $287,356 | $4,779,309 | XML |
| 990-PF | August 2023 | $537,273 | $305,568 | $3,966,157 | 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 22-3216666).
Questions about HERFORD N ELLIOT TRUST
- What is the EIN of HERFORD N ELLIOT TRUST?
- The employer identification number (EIN) of HERFORD N ELLIOT TRUST is 22-3216666.
- Is HERFORD N ELLIOT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to HERFORD N ELLIOT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERFORD N ELLIOT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERFORD N ELLIOT TRUST 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 HERFORD N ELLIOT TRUST 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 HERFORD N ELLIOT TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $54,877 (BNY MELLON N A, TRUSTEE).
- How much revenue does HERFORD N ELLIOT TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $165,296, expenses of $305,696 and total assets of $4,639,141 at year end.
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