Nonprofit · EIN 25-6358729
EDWARD V & JESSIE L PETERS CHARIT TRUST
Also known as ROSEN BRUCE T CO-TTEE
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $307,955 | $777,832 | -$469,877 | $4,974,720 | $0 | $4,974,720 |
| December 31, 2024 | 990-PF | $1,025,108 | $618,728 | $406,380 | $5,444,810 | $0 | $5,444,811 |
| December 31, 2023 | 990-PF | $280,688 | $617,127 | -$336,439 | $5,036,214 | $0 | $5,036,214 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $323,528
- Net gain from sales of assets
- -$15,573
Expenses
- Grants and similar amounts paid
- $675,000
- Compensation of officers, directors and key employees
- $28,630
- Disbursements for charitable purposes
- $689,315
- Excise tax on investment income
- $3,500
Balance sheet and other
- Total assets, start of year
- $5,444,810
- Total assets, end of year
- $4,974,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,974,720
- Fair market value of assets
- $14,694,004
- Qualifying distributions
- $689,315
- Net investment income
- $315,076
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 0 | $28,631 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 0 | $20,310 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $45,644 |
Address and contacts
- Address (IRS master file)
- 444 LIBERTY AVE STE 2100, PITTSBURGH, PA 15222-1222
- In care of
- % NICHOLAS HOLLAND C/O METZLEW
- Signed the 990-PF
- NICHOLAS HOLLAND, TRUSTEE
- Phone
- (412) 667-6439
- Return prepared by
- METZ LEWIS BRODMAN MUST O'KEEFE LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6358729
- 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)
- $4,974,720
- Income (IRS master file)
- $662,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $307,955 | $777,832 | $4,974,720 | XML |
| 990-PF | December 2024 | $1,025,108 | $618,728 | $5,444,810 | IRS |
| 990-PF | December 2023 | $280,688 | $617,127 | $5,036,214 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 25-6358729).
Questions about EDWARD V & JESSIE L PETERS CHARIT TRUST
- What is the EIN of EDWARD V & JESSIE L PETERS CHARIT TRUST?
- The employer identification number (EIN) of EDWARD V & JESSIE L PETERS CHARIT TRUST is 25-6358729.
- Is EDWARD V & JESSIE L PETERS CHARIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to EDWARD V & JESSIE L PETERS CHARIT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD V & JESSIE L PETERS CHARIT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD V & JESSIE L PETERS CHARIT TRUST 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 EDWARD V & JESSIE L PETERS CHARIT TRUST 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 EDWARD V & JESSIE L PETERS CHARIT TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,631 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does EDWARD V & JESSIE L PETERS CHARIT TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $307,955, expenses of $777,832 and total assets of $4,974,720 at year end.
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