Nonprofit · EIN 25-6897871
IRA R WOOD AND FRANCES WOOD CHARITABLE TR
Also known as SARA A MERCER 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 | $560,930 | $569,395 | -$8,465 | $8,079,687 | $0 | $8,079,687 |
| December 31, 2024 | 990-PF | $529,607 | $521,231 | $8,376 | $8,088,158 | $0 | $8,088,158 |
| December 31, 2023 | 990-PF | $658,046 | $524,174 | $133,872 | $8,079,781 | $0 | $8,079,781 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $276,308
- Net gain from sales of assets
- $243,809
- Other income
- $40,813
Expenses
- Grants and similar amounts paid
- $410,152
- Compensation of officers, directors and key employees
- $49,631
- Disbursements for charitable purposes
- $469,210
- Excise tax on investment income
- $6,460
Balance sheet and other
- Total assets, start of year
- $8,088,158
- Total assets, end of year
- $8,079,687
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,079,687
- Fair market value of assets
- $10,899,535
- Qualifying distributions
- $469,210
- Net investment income
- $560,930
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 |
|---|---|---|---|
| SARA A MERCER 216 MERIDAN STREET, PITTSBURGH, PA 15211 | TRUSTEE | 1 | $24,816 |
| SHANNON PAULOVICH 147 JULIA DRIVE, SARVER, PA 16055 | TRUSTEE | 2 | $24,815 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA A MERCER 216 MERIDAN STREET, PITTSBURGH, PA 15211 | TRUSTEE | 1 | $23,199 |
| SHANNON PAULOVICH 147 JULIA DRIVE, SARVER, PA 16055 | TRUSTEE | 2 | $23,198 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA A MERCER 216 MERIDAN STREET, PITTSBURGH, PA 15211 | TRUSTEE | 1 | $28,562 |
| SHANNON PAULOVICH 147 JULIA DRIVE, SARVER, PA 16055 | TRUSTEE | 2 | $28,561 |
Address and contacts
- Address (IRS master file)
- 20 STANWIX ST STE 601, PITTSBURGH, PA 15222-1313
- In care of
- % SARA A MERCER
- Signed the 990-PF
- SARA MERCER, TRUSTEE
- Phone
- (412) 261-1600
- Return prepared by
- SMITHFIELD TRUST COMPANY
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
- 25-6897871
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,079,687
- Income (IRS master file)
- $1,151,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $560,930 | $569,395 | $8,079,687 | IRS |
| 990-PF | December 2024 | $529,607 | $521,231 | $8,088,158 | IRS |
| 990-PF | December 2023 | $658,046 | $524,174 | $8,079,781 | 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 25-6897871).
Questions about IRA R WOOD AND FRANCES WOOD CHARITABLE TR
- What is the EIN of IRA R WOOD AND FRANCES WOOD CHARITABLE TR?
- The employer identification number (EIN) of IRA R WOOD AND FRANCES WOOD CHARITABLE TR is 25-6897871.
- Is IRA R WOOD AND FRANCES WOOD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to IRA R WOOD AND FRANCES WOOD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRA R WOOD AND FRANCES WOOD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRA R WOOD AND FRANCES WOOD CHARITABLE TR 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 IRA R WOOD AND FRANCES WOOD CHARITABLE TR 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 IRA R WOOD AND FRANCES WOOD CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $24,816 (SARA A MERCER, TRUSTEE).
- How much revenue does IRA R WOOD AND FRANCES WOOD CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $560,930, expenses of $569,395 and total assets of $8,079,687 at year end.
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