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Nonprofit · EIN 25-6170620

BERT P & EDNA R NEWTON CHARITABLE TRUST FBO

Tax-exempt · PITTSBURGH, PA 15230

Financials

$68K$38K2022$19K$40K2023$42K$47K2024
Revenue Expenses · by fiscal year end
Financials of BERT P & EDNA R NEWTON CHARITABLE TRUST FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$42,076$47,137-$5,061$669,175$0$669,175
September 30, 2024990-PF$19,328$40,052-$20,724$674,237$0$674,237
September 30, 2023990-PF$68,359$38,147$30,212$694,931$0$694,931
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$21,144
Net gain from sales of assets
$20,493
Other income
$439

Expenses

Grants and similar amounts paid
$41,478
Compensation of officers, directors and key employees
$3,277
Disbursements for charitable purposes
$45,171
Excise tax on investment income
$551

Balance sheet and other

Total assets, start of year
$674,237
Total assets, end of year
$669,175
Total liabilities, end of year
$0
Net assets, end of year
$669,175
Fair market value of assets
$877,255
Qualifying distributions
$45,171
Net investment income
$41,637

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$3,277
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$3,324
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$3,287

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 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
25-6170620
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
2020
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$669,175
Income (IRS master file)
$74,710

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$42,076$47,137$669,175XML
990-PFSeptember 2024$19,328$40,052$674,237XML
990-PFSeptember 2023$68,359$38,147$694,931XML
990-PFSeptember 2022–––IRS
990-PFSeptember 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 25-6170620).

Questions about BERT P & EDNA R NEWTON CHARITABLE TRUST FBO

What is the EIN of BERT P & EDNA R NEWTON CHARITABLE TRUST FBO?
The employer identification number (EIN) of BERT P & EDNA R NEWTON CHARITABLE TRUST FBO is 25-6170620.
Is BERT P & EDNA R NEWTON CHARITABLE TRUST FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to BERT P & EDNA R NEWTON CHARITABLE TRUST FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERT P & EDNA R NEWTON CHARITABLE TRUST FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of BERT P & EDNA R NEWTON CHARITABLE TRUST FBO 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 BERT P & EDNA R NEWTON CHARITABLE TRUST FBO 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 BERT P & EDNA R NEWTON CHARITABLE TRUST FBO?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,277 (BNY MELLON N A, TRUSTEE).
How much revenue does BERT P & EDNA R NEWTON CHARITABLE TRUST FBO have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $42,076, expenses of $47,137 and total assets of $669,175 at year end.

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