Nonprofit · EIN 23-6954101
JOSEPH SCHMITZ JR TR U D
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $133,526 | $270,483 | -$136,957 | $4,048,890 | $0 | $4,048,890 |
| December 31, 2024 | 990-PF | $1,406,715 | $256,960 | $1,149,755 | $4,186,574 | $0 | $4,186,574 |
| December 31, 2023 | 990-PF | $236,229 | $237,938 | -$1,709 | $3,037,264 | $0 | $3,037,264 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $112,258
- Net gain from sales of assets
- $21,268
Expenses
- Grants and similar amounts paid
- $197,452
- Compensation of officers, directors and key employees
- $53,481
- Disbursements for charitable purposes
- $218,844
- Excise tax on investment income
- $1,355
Balance sheet and other
- Total assets, start of year
- $4,186,574
- Total assets, end of year
- $4,048,890
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,048,890
- Fair market value of assets
- $5,137,081
- Qualifying distributions
- $218,844
- Net investment income
- $131,184
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $53,481 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $50,752 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $45,862 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON BANK NA
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (215) 553-3215
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6954101
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,048,890
- Income (IRS master file)
- $465,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $133,526 | $270,483 | $4,048,890 | IRS |
| 990-PF | December 2024 | $1,406,715 | $256,960 | $4,186,574 | IRS |
| 990-PF | December 2023 | $236,229 | $237,938 | $3,037,264 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 23-6954101).
Questions about JOSEPH SCHMITZ JR TR U D
- What is the EIN of JOSEPH SCHMITZ JR TR U D?
- The employer identification number (EIN) of JOSEPH SCHMITZ JR TR U D is 23-6954101.
- Is JOSEPH SCHMITZ JR TR U D tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JOSEPH SCHMITZ JR TR U D tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH SCHMITZ JR TR U D file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH SCHMITZ JR TR U D 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 JOSEPH SCHMITZ JR TR U D 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 JOSEPH SCHMITZ JR TR U D?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $53,481 (BNY MELLON N A, TRUSTEE).
- How much revenue does JOSEPH SCHMITZ JR TR U D have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $133,526, expenses of $270,483 and total assets of $4,048,890 at year end.
Other nonprofits in PITTSBURGH
- UPMC EIN 20-8295721 · last filed 990 for 2025
- HIGHMARK HEALTH EIN 82-1406555 · last filed 990 for 2024
- UNIVERSITY OF PITTSBURGH EIN 25-0965591 · last filed 990 for 2025
- CARNEGIE MELLON UNIVERSITY EIN 25-0969449 · last filed 990 for 2025
- UPMC EIN 25-1778644 · last filed 990 for 2024
- GBU FINANCIAL LIFE EIN 25-0502660 · last filed 990 for 2024
- STEELWORKERS HEALTH & WELFARE FUND EIN 23-1317409 · last filed 990 for 2024
- UNITED STEELWORKERS EIN 25-0818080 · last filed 990 for 2024