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Nonprofit · EIN 23-6228142

KATHARINE H NEALE TR UD 03181953

Tax-exempt · PITTSBURGH, PA 15230

Financials

$15K$37K2023$37K$38K2024$44K$40K2025
Revenue Expenses · by fiscal year end
Financials of KATHARINE H NEALE TR UD 03181953 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$44,381$40,135$4,246$554,659$0$554,659
December 31, 2024990-PF$37,121$38,000-$879$550,383$0$550,383
December 31, 2023990-PF$14,776$37,159-$22,383$551,260$0$551,260
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$22,179
Net gain from sales of assets
$22,202

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$11,419
Disbursements for charitable purposes
$32,568
Excise tax on investment income
$522

Balance sheet and other

Total assets, start of year
$550,383
Total assets, end of year
$554,659
Total liabilities, end of year
$0
Net assets, end of year
$554,659
Fair market value of assets
$707,832
Qualifying distributions
$32,568
Net investment income
$44,381

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.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$11,419
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$10,800
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$9,992

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% BNY MELLON NA TTEE
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6228142
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$554,659
Income (IRS master file)
$57,073

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$44,381$40,135$554,659IRS
990-PFDecember 2024$37,121$38,000$550,383IRS
990-PFDecember 2023$14,776$37,159$551,260XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 23-6228142).

Questions about KATHARINE H NEALE TR UD 03181953

What is the EIN of KATHARINE H NEALE TR UD 03181953?
The employer identification number (EIN) of KATHARINE H NEALE TR UD 03181953 is 23-6228142.
Is KATHARINE H NEALE TR UD 03181953 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does KATHARINE H NEALE TR UD 03181953 file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHARINE H NEALE TR UD 03181953 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 KATHARINE H NEALE TR UD 03181953 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 KATHARINE H NEALE TR UD 03181953?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,419 (BNY MELLON N A, TRUSTEE).
How much revenue does KATHARINE H NEALE TR UD 03181953 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,381, expenses of $40,135 and total assets of $554,659 at year end.

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