Nonprofit · EIN 25-6068833
H M WILLSON TRUST UW
Tax-exempt · SHARON, PA 16146
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $30,677 | $57,363 | -$26,686 | $689,850 | $0 | $689,850 |
| June 30, 2024 | 990-PF | $49,816 | $58,501 | -$8,685 | $716,536 | $0 | $716,536 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $30,677
Expenses
- Grants and similar amounts paid
- $48,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $54,426
- Excise tax on investment income
- $386
Balance sheet and other
- Total assets, start of year
- $716,536
- Total assets, end of year
- $689,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $689,850
- Fair market value of assets
- $1,077,977
- Qualifying distributions
- $54,426
- Net investment income
- $30,677
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E FEENEY 505 BUHL BLVD, SHARON, PA 16146 | PRESIDENT | 1.5 | $0 |
| JAMES EPSTEIN 505 BUHL BLVD, SHARON, PA 16146 | TREASURER | 1.5 | $0 |
| ANGELA PALUMBO 505 BUHL BLVD, SHARON, PA 16146 | SECRETARY | 1.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E FEENEY 505 BUHL BLVD, SHARON, PA 16146 | PRESIDENT | 1.5 | $0 |
| JAMES EPSTEIN 505 BUHL BLVD, SHARON, PA 16146 | TREASURER | 1.5 | $0 |
| ANGELA PALUMBO 505 BUHL BLVD, SHARON, PA 16146 | SECRETARY | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 505 BUHL BLVD, SHARON, PA 16146-3715
- Signed the 990-PF
- JAMES E FEENEY, PRESIDENT
- Phone
- (724) 962-3200
- Return prepared by
- JFS WEALTH ADVISORS LLC
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 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6068833
- 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
- 1973
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $689,850
- Income (IRS master file)
- $30,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $30,677 | $57,363 | $689,850 | XML |
| 990-PF | June 2024 | $49,816 | $58,501 | $716,536 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | 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 25-6068833).
Questions about H M WILLSON TRUST UW
- What is the EIN of H M WILLSON TRUST UW?
- The employer identification number (EIN) of H M WILLSON TRUST UW is 25-6068833.
- Is H M WILLSON TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to H M WILLSON TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H M WILLSON TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H M WILLSON 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 H M WILLSON 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 H M WILLSON TRUST UW?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does H M WILLSON TRUST UW have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $30,677, expenses of $57,363 and total assets of $689,850 at year end.
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