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Nonprofit · EIN 23-2137301

BAUMEISTER REICHARD TRUST FUND

Tax-exempt · PITTSBURGH, PA 15219

Financials

$149K$279K2022$873K$259K2023$333K$277K2024
Revenue Expenses · by fiscal year end
Financials of BAUMEISTER REICHARD TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$333,357$277,286$56,071$4,421,119$0$4,421,119
October 31, 2024990-PF$873,318$258,773$614,545$4,368,323$0$4,368,323
October 31, 2023990-PF$148,965$278,567-$129,602$3,754,282$0$3,754,282
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$128,523
Net gain from sales of assets
$204,826
Other income
$8

Expenses

Grants and similar amounts paid
$204,223
Compensation of officers, directors and key employees
$49,835
Disbursements for charitable purposes
$214,190
Excise tax on investment income
$4,059

Balance sheet and other

Total assets, start of year
$4,368,323
Total assets, end of year
$4,421,119
Total liabilities, end of year
$0
Net assets, end of year
$4,421,119
Fair market value of assets
$5,188,425
Qualifying distributions
$214,190
Net investment income
$333,293

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PNC BANK NA
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
CO-TRUSTEE1$49,835
MOST REV NELSON J PEREZ
222 NORTH 17TH STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE1$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
PNC BANK NA
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
CO-TRUSTEE10$46,954
MOST REV NELSON J PEREZ
222 NORTH 17TH STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE1$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
PNC BANK NA
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
CO-TRUSTEE10$44,834
MOST REV NELSON J PEREZ
222 NORTH 17TH STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
500 1ST AVE, PITTSBURGH, PA 15219-3128
In care of
% PNC BANK N A TTEE
Signed the 990-PF
PNC BANK N A, TAX MANAGER
Phone
(412) 752-5604
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
23-2137301
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
1979
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$4,421,119
Income (IRS master file)
$2,479,921

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$333,357$277,286$4,421,119XML
990-PFOctober 2024$873,318$258,773$4,368,323XML
990-PFOctober 2023$148,965$278,567$3,754,282XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 23-2137301).

Questions about BAUMEISTER REICHARD TRUST FUND

What is the EIN of BAUMEISTER REICHARD TRUST FUND?
The employer identification number (EIN) of BAUMEISTER REICHARD TRUST FUND is 23-2137301.
Is BAUMEISTER REICHARD TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to BAUMEISTER REICHARD TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAUMEISTER REICHARD TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of BAUMEISTER REICHARD TRUST FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAUMEISTER REICHARD TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of BAUMEISTER REICHARD TRUST FUND?
The 990-PF for the year ended October 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $49,835 (PNC BANK NA, CO-TRUSTEE).
How much revenue does BAUMEISTER REICHARD TRUST FUND have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $333,357, expenses of $277,286 and total assets of $4,421,119 at year end.

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