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Nonprofit · EIN 23-6285687

LEWIS S FRANKLIN TRUST UW

Tax-exempt · PITTSBURGH, PA 15230

Financials

$8K$20K2023$17K$19K2024
Revenue Expenses · by fiscal year end
Financials of LEWIS S FRANKLIN TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$16,677$19,007-$2,330$263,539$0$263,539
June 30, 2024990-PF$7,852$19,906-$12,054$265,841$0$265,841
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$8,300
Net gain from sales of assets
$8,171
Other income
$206

Expenses

Grants and similar amounts paid
$13,529
Compensation of officers, directors and key employees
$5,478
Disbursements for charitable purposes
$15,720
Excise tax on investment income
$183

Balance sheet and other

Total assets, start of year
$265,841
Total assets, end of year
$263,539
Total liabilities, end of year
$0
Net assets, end of year
$263,539
Fair market value of assets
$328,561
Qualifying distributions
$15,720
Net investment income
$16,471

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$5,478
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$5,122

Address and contacts

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
23-6285687
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
2011
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$263,539
Income (IRS master file)
$29,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$16,677$19,007$263,539XML
990-PFJune 2024$7,852$19,906$265,841XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 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 23-6285687).

Questions about LEWIS S FRANKLIN TRUST UW

What is the EIN of LEWIS S FRANKLIN TRUST UW?
The employer identification number (EIN) of LEWIS S FRANKLIN TRUST UW is 23-6285687.
Is LEWIS S FRANKLIN TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to LEWIS S FRANKLIN TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS S FRANKLIN TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS S FRANKLIN TRUST UW due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEWIS S FRANKLIN TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LEWIS S FRANKLIN TRUST UW?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,478 (BNY MELLON N A, TRUSTEE).
How much revenue does LEWIS S FRANKLIN TRUST UW have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $16,677, expenses of $19,007 and total assets of $263,539 at year end.

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