Nonprofit · EIN 25-1896543
J SAMUEL & ROSE Y COX FOUNDATION TR UW
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $173,709 | $196,032 | -$22,323 | $2,756,142 | $0 | $2,756,142 |
| May 31, 2024 | 990-PF | $146,134 | $168,288 | -$22,154 | $2,778,741 | $0 | $2,778,741 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $82,289
- Net gain from sales of assets
- $91,420
Expenses
- Grants and similar amounts paid
- $136,846
- Compensation of officers, directors and key employees
- $35,158
- Disbursements for charitable purposes
- $164,225
- Excise tax on investment income
- $2,006
Balance sheet and other
- Total assets, start of year
- $2,778,741
- Total assets, end of year
- $2,756,142
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,756,142
- Fair market value of assets
- $3,228,759
- Qualifying distributions
- $164,225
- Net investment income
- $173,535
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $35,158 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 7 | $32,576 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC ADVISORS
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 442-3927
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-1896543
- 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
- 2002
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,756,142
- Income (IRS master file)
- $941,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $173,709 | $196,032 | $2,756,142 | XML |
| 990-PF | May 2024 | $146,134 | $168,288 | $2,778,741 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 25-1896543).
Questions about J SAMUEL & ROSE Y COX FOUNDATION TR UW
- What is the EIN of J SAMUEL & ROSE Y COX FOUNDATION TR UW?
- The employer identification number (EIN) of J SAMUEL & ROSE Y COX FOUNDATION TR UW is 25-1896543.
- Is J SAMUEL & ROSE Y COX FOUNDATION TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to J SAMUEL & ROSE Y COX FOUNDATION TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J SAMUEL & ROSE Y COX FOUNDATION TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J SAMUEL & ROSE Y COX FOUNDATION TR UW due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J SAMUEL & ROSE Y COX FOUNDATION TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of J SAMUEL & ROSE Y COX FOUNDATION TR UW?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,158 (PNC BANK N A, TRUSTEE).
- How much revenue does J SAMUEL & ROSE Y COX FOUNDATION TR UW have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $173,709, expenses of $196,032 and total assets of $2,756,142 at year end.
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