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Nonprofit · EIN 25-6119452

HAROLD D JONES TRUST UW

Also known as PENNSYLVANIA BANK & TRUST COMPANY

Tax-exempt · PITTSBURGH, PA 15219

Financials

$33K$75K2023$71K$76K2024$119K$90K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD D JONES TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$118,670$90,367$28,303$1,326,226$0$1,326,226
December 31, 2024990-PF$70,664$76,289-$5,625$1,297,638$0$1,297,638
December 31, 2023990-PF$33,098$75,300-$42,202$1,303,830$0$1,303,830
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,367
Net gain from sales of assets
$77,303

Expenses

Grants and similar amounts paid
$64,955
Compensation of officers, directors and key employees
$18,975
Disbursements for charitable purposes
$73,302
Excise tax on investment income
$1,427

Balance sheet and other

Total assets, start of year
$1,297,638
Total assets, end of year
$1,326,226
Total liabilities, end of year
$0
Net assets, end of year
$1,326,226
Fair market value of assets
$1,650,674
Qualifying distributions
$73,302
Net investment income
$118,519

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.

NameTitleHours / weekCompensation
PNC BANK N A
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE1$18,975
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PNC BANK NA
500 First Ave P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE4$17,891
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PNC BANK NA
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
TRUSTEE4$16,197

Address and contacts

Address (IRS master file)
500 1ST AVE, PITTSBURGH, PA 15219-3128
In care of
% PNC BANK NA
Signed the 990-PF
PNC BANK N A, TAX MANAGER
Phone
(412) 258-3051
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6119452
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)
$1,326,226
Income (IRS master file)
$734,574

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$118,670$90,367$1,326,226IRS
990-PFDecember 2024$70,664$76,289$1,297,638IRS
990-PFDecember 2023$33,098$75,300$1,303,830XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 25-6119452).

Questions about HAROLD D JONES TRUST UW

What is the EIN of HAROLD D JONES TRUST UW?
The employer identification number (EIN) of HAROLD D JONES TRUST UW is 25-6119452.
Is HAROLD D JONES TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to HAROLD D JONES TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD D JONES TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD D JONES TRUST UW 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 HAROLD D JONES TRUST UW 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 HAROLD D JONES TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,975 (PNC BANK N A, TRUSTEE).
How much revenue does HAROLD D JONES TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $118,670, expenses of $90,367 and total assets of $1,326,226 at year end.

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