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Nonprofit · EIN 25-6094360

H & R STEIN TRUST

Tax-exempt · PITTSBURGH, PA 15230

Financials

$5K$6K2024
Revenue Expenses · by fiscal year end
Financials of H & R STEIN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$5,263$6,143-$880$77,934$0$77,934
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$2,451
Net gain from sales of assets
$2,762
Other income
$50

Expenses

Grants and similar amounts paid
$4,520
Compensation of officers, directors and key employees
$1,623
Disbursements for charitable purposes
$5,169
Excise tax on investment income
$59

Balance sheet and other

Total assets, start of year
$78,812
Total assets, end of year
$77,934
Total liabilities, end of year
$0
Net assets, end of year
$77,934
Fair market value of assets
$100,674
Qualifying distributions
$5,169
Net investment income
$5,213

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 15320
TRUSTEE1$1,623

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(888) 805-5689
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 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
25-6094360
Exempt since
1900
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$77,934
Income (IRS master file)
$9,647

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024–––IRS
990-PFSeptember 2023$8,200$5,501$81,824IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about H & R STEIN TRUST

What is the EIN of H & R STEIN TRUST?
The employer identification number (EIN) of H & R STEIN TRUST is 25-6094360.
Is H & R STEIN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does H & R STEIN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of H & R STEIN TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did H & R STEIN 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 H & R STEIN TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,623 (BNY MELLON N A, TRUSTEE).
How much revenue does H & R STEIN TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $5,263, expenses of $6,143 and total assets of $77,934 at year end.

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