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Nonprofit · EIN 23-1971510

W FORREY CHAR TR FBO EBF MEM FUND

Tax-exempt · PITTSBURGH, PA 15230

Financials

$12K$35K2023$28K$36K2024
Revenue Expenses · by fiscal year end
Financials of W FORREY CHAR TR FBO EBF MEM FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$28,153$36,285-$8,132$559,678$0$559,678
May 31, 2024990-PF$12,086$35,351-$23,265$568,959$0$568,959
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$14,876
Net gain from sales of assets
$13,277

Expenses

Grants and similar amounts paid
$25,068
Compensation of officers, directors and key employees
$10,924
Disbursements for charitable purposes
$29,437
Excise tax on investment income
$290

Balance sheet and other

Total assets, start of year
$568,959
Total assets, end of year
$559,678
Total liabilities, end of year
$0
Net assets, end of year
$559,678
Fair market value of assets
$629,741
Qualifying distributions
$29,437
Net investment income
$27,474

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$10,924
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$10,148

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(888) 805-5689
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
23-1971510
Exempt since
1976
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$559,678
Income (IRS master file)
$234,249

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$28,153$36,285$559,678XML
990-PFMay 2024$12,086$35,351$568,959XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 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 23-1971510).

Questions about W FORREY CHAR TR FBO EBF MEM FUND

What is the EIN of W FORREY CHAR TR FBO EBF MEM FUND?
The employer identification number (EIN) of W FORREY CHAR TR FBO EBF MEM FUND is 23-1971510.
Is W FORREY CHAR TR FBO EBF MEM FUND tax-exempt?
Yes. The IRS lists it as tax-exempt since 1976.
Which annual return does W FORREY CHAR TR FBO EBF MEM FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of W FORREY CHAR TR FBO EBF MEM FUND due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W FORREY CHAR TR FBO EBF MEM FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of W FORREY CHAR TR FBO EBF MEM FUND?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,924 (BNY MELLON N A, TRUSTEE).
How much revenue does W FORREY CHAR TR FBO EBF MEM FUND have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $28,153, expenses of $36,285 and total assets of $559,678 at year end.

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