Nonprofit · EIN 22-6816653
HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,807 | $27,699 | -$12,892 | $241,211 | $0 | $241,211 |
| December 31, 2024 | 990-PF | $32,072 | $24,108 | $7,964 | $249,990 | $0 | $249,990 |
| December 31, 2023 | 990-PF | $17,473 | $25,246 | -$7,773 | $241,188 | $0 | $241,188 |
| December 31, 2022 | 990-PF (amended) | $9,161 | $15,516 | -$6,355 | $255,851 | $0 | $255,851 |
| December 31, 2021 | 990-PF | $36,881 | $6,137 | $30,744 | $259,849 | $0 | $259,849 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,485
- Net gain from sales of assets
- $6,322
Expenses
- Grants and similar amounts paid
- $26,117
- Disbursements for charitable purposes
- $26,977
- Excise tax on investment income
- $202
Balance sheet and other
- Total assets, start of year
- $249,990
- Total assets, end of year
- $241,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $241,211
- Fair market value of assets
- $295,222
- Qualifying distributions
- $26,977
- Net investment income
- $14,793
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 |
|---|---|---|---|
| CORNELL UNIV OFFICE OF TRUSTS EST 130 E SENECA ST STE 400, ITHACA, NY 148504353 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORNELL UNIV OFFICE OF TRUSTS EST 130 E SENECA ST STE 400, ITHACA, NY 148504353 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORNELL UNIV OFFICE OF TRUSTS EST 130 E SENECA ST STE 400, ITHACA, NY 148504353 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORNELL UNIV OFFICE OF TRUSTS EST 130 E SENECA ST STE 400, ITHACA, NY 148504353 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CORNELL UNIV OFFICE OF TRUSTS & EST TES 130 E SENECA ST STE 400, ITHACA, NY 148504353 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- Signed the 990-PF
- CORNELL UNIV OFFICE OF TRUSTS EST, TTEE
- Phone
- (800) 481-1865
- 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 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 | 990-PF on file |
IRS record
- EIN
- 22-6816653
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $241,211
- Income (IRS master file)
- $30,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,807 | $27,699 | $241,211 | IRS |
| 990-PF | December 2024 | $32,072 | $24,108 | $249,990 | IRS |
| 990-PF | December 2023 | $17,473 | $25,246 | $241,188 | XML |
| 990-PF | December 2022 | $9,161 | $15,516 | $255,851 | XML |
| 990-PF | December 2021 | $36,881 | $6,137 | $259,849 | XML |
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 22-6816653).
Questions about HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND
- What is the EIN of HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND?
- The employer identification number (EIN) of HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND is 22-6816653.
- Is HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND 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 HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND 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 HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HARRY MONTERO TR UW FBO DR H E MONTERO STUDENT LOAN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,807, expenses of $27,699 and total assets of $241,211 at year end.
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