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Nonprofit · EIN 25-6222838

LAVINA R SMITH TR UA

Tax-exempt · PITTSBURGH, PA 15230

Financials

$4K$5K2023$4K$5K2024$3K$5K2025
Revenue Expenses · by fiscal year end
Financials of LAVINA R SMITH TR UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,396$5,386-$1,990$73,414$0$73,414
December 31, 2024990-PF$4,300$5,110-$810$75,413$0$75,413
December 31, 2023990-PF$3,710$4,959-$1,249$76,223$0$76,223
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,183
Net gain from sales of assets
$1,213

Expenses

Grants and similar amounts paid
$3,944
Compensation of officers, directors and key employees
$1,362
Disbursements for charitable purposes
$4,489
Excise tax on investment income
$35

Balance sheet and other

Total assets, start of year
$75,413
Total assets, end of year
$73,414
Total liabilities, end of year
$0
Net assets, end of year
$73,414
Fair market value of assets
$82,155
Qualifying distributions
$4,489
Net investment income
$3,355

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$1,362
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$1,346
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$1,265

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK NA
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 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
25-6222838
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$73,414
Income (IRS master file)
$32,581

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,396$5,386$73,414IRS
990-PFDecember 2024$4,300$5,110$75,413IRS
990-PFDecember 2023$3,710$4,959$76,223XML
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 25-6222838).

Questions about LAVINA R SMITH TR UA

What is the EIN of LAVINA R SMITH TR UA?
The employer identification number (EIN) of LAVINA R SMITH TR UA is 25-6222838.
Is LAVINA R SMITH TR UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to LAVINA R SMITH TR UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAVINA R SMITH TR UA file?
Form 990-PF. Private foundations file every year.
When is the next return of LAVINA R SMITH TR UA 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 LAVINA R SMITH TR UA 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 LAVINA R SMITH TR UA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,362 (BNY MELLON N A, TRUSTEE).
How much revenue does LAVINA R SMITH TR UA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,396, expenses of $5,386 and total assets of $73,414 at year end.

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