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Nonprofit · EIN 25-6170579

MARGARET M PATTON TRUST UW

Tax-exempt · PITTSBURGH, PA 15230

Financials

$217K$262K2025
Revenue Expenses · by fiscal year end
Financials of MARGARET M PATTON TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$217,329$261,623-$44,294$4,053,938$0$4,053,938
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$112,865
Net gain from sales of assets
$100,444
Other income
$4,020

Expenses

Grants and similar amounts paid
$205,856
Compensation of officers, directors and key employees
$53,777
Disbursements for charitable purposes
$227,367
Excise tax on investment income
$2,489

Balance sheet and other

Total assets, start of year
$4,097,677
Total assets, end of year
$4,053,938
Total liabilities, end of year
$0
Net assets, end of year
$4,053,938
Fair market value of assets
$5,129,204
Qualifying distributions
$227,367
Net investment income
$213,309

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
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$53,777

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK
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 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
25-6170579
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
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,053,938
Income (IRS master file)
$761,657

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$1,267,597$263,882$4,085,699IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 MARGARET M PATTON TRUST UW

What is the EIN of MARGARET M PATTON TRUST UW?
The employer identification number (EIN) of MARGARET M PATTON TRUST UW is 25-6170579.
Is MARGARET M PATTON TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to MARGARET M PATTON TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET M PATTON TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET M PATTON 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 MARGARET M PATTON 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 MARGARET M PATTON TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $53,777 (BNY MELLON N A, TRUSTEE).
How much revenue does MARGARET M PATTON TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $217,329, expenses of $261,623 and total assets of $4,053,938 at year end.

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