Nonprofit · EIN 23-6225368
NAOMI WOOD TESTAMENTARY TRUST
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $288,235 | $420,743 | -$132,508 | $3,240,470 | $0 | $3,240,470 |
| December 31, 2024 | 990 | $590,821 | $335,111 | $255,710 | $3,434,597 | $0 | $3,434,597 |
| December 31, 2023 | 990 | $342,212 | $361,959 | -$19,747 | $3,244,292 | $0 | $3,244,292 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $88,062
- of which government grants
- $72,317
- Program service revenue
- $3,549
- Investment income
- $196,555
- Net gain from sales of assets
- $110,571
- Other revenue
- $69
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $84,532
- Other salaries and wages
- $25,373
- Salaries, compensation and benefits (total)
- $112,425
- Professional fundraising fees
- $0
- Management and general (functional)
- $420,743
Balance sheet and other
- Total assets, start of year
- $3,434,597
- Total assets, end of year
- $3,240,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,240,470
- Publicly traded securities
- $3,231,850
- Gross receipts
- $590,026
- Employees
- 7
- Volunteers
- 15
- Year formed
- 1926
- State of legal domicile
- PA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | CO-TRUSTEE Institutional trustee | – | $48,532 |
| KRISTEN REGINA | CO-TRUSTEE Trustee or director | 25 | $36,000 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | CO-TRUSTEE Institutional trustee | – | $45,833 |
| KRISTEN REGINA | CO-TRUSTEE Trustee or director | 25 | $36,051 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | CO-TRUSTEE Institutional trustee | – | $42,177 |
| KRISTEN REGINA | CO-TRUSTEE Trustee or director | 25 | $36,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BNY MELLON NA
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (215) 553-6780
- Website
- Woodfordmansion.org
- Return prepared by
- PWC US TAX LLP
Mission
THE NAOMI WOOD TRUST IS A SECTION 501(C)(3) ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(a)(VI). IT WAS ESTABLISHED FOR THE PURPOSES OF COLLECTING AND EXHIBITING COLONIAL FURNITURE AND HOUSEHOLD EFFECTS TO THE PUBLIC
Program accomplishments
- NAOMI WOOD COLLECTION 33RD & DAUPHIN STREETS, PHILADELPHIA, PA 19132Expenses $273,740
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6225368
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $3,240,470
- Income (IRS master file)
- $590,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $288,235 | $420,743 | $3,240,470 | IRS |
| 990 | December 2024 | $590,821 | $335,111 | $3,434,597 | XML |
| 990 | December 2023 | $342,212 | $361,959 | $3,244,292 | XML |
| 990 | December 2022 | $301,168 | $306,642 | $3,331,093 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 23-6225368).
Questions about NAOMI WOOD TESTAMENTARY TRUST
- What is the EIN of NAOMI WOOD TESTAMENTARY TRUST?
- The employer identification number (EIN) of NAOMI WOOD TESTAMENTARY TRUST is 23-6225368.
- Is NAOMI WOOD TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NAOMI WOOD TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAOMI WOOD TESTAMENTARY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAOMI WOOD TESTAMENTARY TRUST 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 NAOMI WOOD TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of NAOMI WOOD TESTAMENTARY TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $48,532 (BNY MELLON N A, CO-TRUSTEE).
- How much revenue does NAOMI WOOD TESTAMENTARY TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $288,235, expenses of $420,743 and total assets of $3,240,470 at year end.
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