Nonprofit · EIN 23-6769784
DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $165,911 | $209,104 | -$43,193 | $3,519,637 | $0 | $3,519,637 |
| June 30, 2024 | 990 | $274,414 | $181,456 | $92,958 | $3,562,297 | $0 | $3,562,297 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $165,911
- Net gain from sales of assets
- $61,698
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $156,000
- Compensation of officers, directors and key employees
- $52,293
- Salaries, compensation and benefits (total)
- $52,293
- Professional fundraising fees
- $0
- Program services (functional)
- $176,917
- Management and general (functional)
- $32,187
Balance sheet and other
- Total assets, start of year
- $3,562,297
- Total assets, end of year
- $3,519,637
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,519,637
- Publicly traded securities
- $3,481,617
- Gross receipts
- $474,728
- Employees
- 0
- Year formed
- 1983
- State of legal domicile
- NJ
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA | TRUSTEE Institutional trustee | – | $52,293 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON NA | TRUSTEE Institutional trustee | – | $47,520 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (302) 421-2288
- Return prepared by
- PWC US TAX LLP
Mission
THE DAVID G JONES FBO UNIV OF PA TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION UNIVERSITY OF PENNSYLVANIA
Program accomplishments
- UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA 19104Expenses $156,000 · grants $156,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6769784
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $3,519,637
- Income (IRS master file)
- $474,728
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $165,911 | $209,104 | $3,519,637 | XML |
| 990 | June 2024 | $274,414 | $181,456 | $3,562,297 | XML |
| 990 | June 2023 | $364,893 | $191,769 | $3,444,033 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 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 23-6769784).
Questions about DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST
- What is the EIN of DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST is 23-6769784.
- Is DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST 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 DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST 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 DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $52,293 (BNY MELLON NA, TRUSTEE).
- How much revenue does DAVID GEORGE JONES CHARITABLE REMAINDER UNITRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $165,911, expenses of $209,104 and total assets of $3,519,637 at year end.
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