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Nonprofit · EIN 25-6803374

RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION

Also known as GOLDBERG JAMES K ET AL TTEE

Tax-exempt · PITTSBURGH, PA 15219

Financials

$41K$127K2023$145K$123K2024$175K$133K2025
Revenue Expenses · by fiscal year end
Financials of RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$174,541$132,551$41,990$1,978,715$0$1,978,715
December 31, 2024990-PF$145,497$122,962$22,535$1,936,179$0$1,936,179
December 31, 2023990-PF$40,605$127,405-$86,800$1,914,301$0$1,914,301
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,982
Net gain from sales of assets
$113,559

Expenses

Grants and similar amounts paid
$90,000
Compensation of officers, directors and key employees
$38,404
Disbursements for charitable purposes
$106,498
Excise tax on investment income
$2,104

Balance sheet and other

Total assets, start of year
$1,936,179
Total assets, end of year
$1,978,715
Total liabilities, end of year
$0
Net assets, end of year
$1,978,715
Fair market value of assets
$2,379,990
Qualifying distributions
$106,498
Net investment income
$174,371

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
CO-TRUSTEE1$27,040
HOWARD D DAVIS
2740 SMALLMAN STREET SUITE 310, PITTSBURGH, PA 152224743
CO-TRUSTEE1$5,682
JAMES K GOLDBERG
301 GRANT ST 14TH FL, PITTSBURGH, PA 152191408
CO-TRUSTEE1$5,682
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PNC BANK N A
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
CO-TRUSTEE5$25,682
HOWARD D DAVIS
2740 SMALLMAN STREET SUITE 310, PITTSBURGH, PA 152224743
CO-TRUSTEE1$5,456
JAMES K GOLDBERG
301 GRANT ST 14TH FL, PITTSBURGH, PA 152191408
CO-TRUSTEE1$5,456
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PNC BANK N A
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
CO-TRUSTEE5$24,105
HOWARD D DAVIS
DAVIS DAVIS ASSOC 429 FORBES AV, PITTSBURGH, PA 15219
CO-TRUSTEE1$5,018
JAMES K GOLDBERG
ONE OXFORD CTR 301 GRANT ST 14TH, PITTSBURGH, PA 15219
CO-TRUSTEE1$5,018

Address and contacts

Address (IRS master file)
500 1ST AVE, PITTSBURGH, PA 15219-3128
In care of
% PNC BANK
Signed the 990-PF
PNC BANK N A, TAX MANAGER
Phone
(216) 222-3075
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
25-6803374
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,978,715
Income (IRS master file)
$1,058,187

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$174,541$132,551$1,978,715IRS
990-PFDecember 2024$145,497$122,962$1,936,179XML
990-PFDecember 2023$40,605$127,405$1,914,301XML
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 25-6803374).

Questions about RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION

What is the EIN of RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION?
The employer identification number (EIN) of RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION is 25-6803374.
Is RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION 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 RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION 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 RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $27,040 (PNC BANK N A, CO-TRUSTEE).
How much revenue does RALPH AND DOROTHY HARTWELL SCHUGAR CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $174,541, expenses of $132,551 and total assets of $1,978,715 at year end.

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