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Nonprofit · EIN 25-6018976

ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST

Tax-exempt · PITTSBURGH, PA 15230

Financials

$1.1M$1.2M2022$875K$1.4M2023$1.1M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$1,065,601$1,342,846-$277,245$15,019,805$0$15,019,805
September 30, 2024990-PF$874,653$1,358,478-$483,825$15,263,430$0$15,263,430
September 30, 2023990-PF$1,064,042$1,171,994-$107,952$15,682,375$0$15,682,375
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$475,297
Net gain from sales of assets
$542,737
Other income
$47,567

Expenses

Grants and similar amounts paid
$1,000,500
Compensation of officers, directors and key employees
$303,540
Disbursements for charitable purposes
$1,123,220
Excise tax on investment income
$11,533

Balance sheet and other

Total assets, start of year
$15,263,430
Total assets, end of year
$15,019,805
Total liabilities, end of year
$0
Net assets, end of year
$15,019,805
Fair market value of assets
$26,054,923
Qualifying distributions
$1,123,220
Net investment income
$1,046,045

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 153200185
TRUSTEE1$193,540
William Collin CO Annette Calgaro
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000
Hubbard Galbraith CO Annette Calga
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$184,309
William Collin CO Annette Calgaro
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000
Hubbard Galbraith CO Annette Calga
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$108,518
William Collin CO Annette Calgaro
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000
Hubbard Galbraith CO Annette Calga
PO BOX 185, PITTSBURGH, PA 152300185
CO-TRUSTEE5$55,000

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(412) 234-1634
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
25-6018976
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
1970
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$15,019,805
Income (IRS master file)
$4,897,891

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$1,065,601$1,342,846$15,019,805XML
990-TSeptember 2025–––IRS
990-PFSeptember 2024$874,653$1,358,478$15,263,430XML
990-TSeptember 2024–––IRS
990-PFSeptember 2023$1,064,042$1,171,994$15,682,375XML
990-TSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-TSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 25-6018976).

Questions about ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST

What is the EIN of ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST?
The employer identification number (EIN) of ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST is 25-6018976.
Is ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST?
The 990-PF for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $193,540 (BNY MELLON N A, TRUSTEE).
How much revenue does ANNE L & GEORGE H CLAPP CHARITABLE & EDUCATIONAL TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,065,601, expenses of $1,342,846 and total assets of $15,019,805 at year end.

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