Nonprofit · EIN 27-2151492
FRED J AND SHIRLEY H JORDAN FOUNDATION
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $1,342,341 | $1,156,630 | $185,711 | $14,021,442 | $0 | $14,021,442 |
| February 28, 2025 | 990-PF | $953,595 | $1,170,782 | -$217,187 | $13,835,732 | $0 | $13,835,732 |
| February 29, 2024 | 990-PF | $906,081 | $975,498 | -$69,417 | $14,052,922 | $0 | $14,052,922 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $499,453
- Net gain from sales of assets
- $828,231
- Other income
- $14,657
Expenses
- Grants and similar amounts paid
- $915,000
- Compensation of officers, directors and key employees
- $185,279
- Disbursements for charitable purposes
- $915,000
- Excise tax on investment income
- $15,458
Balance sheet and other
- Total assets, start of year
- $13,835,732
- Total assets, end of year
- $14,021,442
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,021,442
- Fair market value of assets
- $19,629,051
- Qualifying distributions
- $915,000
- Net investment income
- $1,342,341
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX ST STE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 10 | $150,677 |
| MRS KATE R FLORENCE 409 FOX RIDGE DRIVE, CANONSBURG, PA 15317 | CO-TRUSTEE/DISTRIBUTION COMMITTEE MEMBER | 5 | $26,602 |
| PETER D EBERHART ESQUIRE 420 FT DUQUESNE BLVD 1825, PITTSBURGH, PA 15222 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
| MS KENYA T BOSWELL 215 N BINWIDDLE STREET, PITTSBURGH, PA 15224 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
990-PF for the year ended February 28, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX ST STE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 10 | $143,498 |
| MRS KATE R FLORENCE 409 FOX RIDGE DRIVE, CANONSBURG, PA 15317 | CO-TRUSTEE/DISTRIBUTION COMMITTEE MEMBER | 5 | $14,473 |
| PETER D EBERHART ESQUIRE 420 FT DUQUESNE BLVD 1825, PITTSBURGH, PA 15222 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
| MS KENYA T BOSWELL 215 N BINWIDDLE STREET, PITTSBURGH, PA 15224 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX ST STE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 10 | $132,671 |
| MRS KATE R FLORENCE 409 FOX RIDGE DRIVE, CANONSBURG, PA 15317 | CO-TRUSTEE/DISTRIBUTION COMMITTEE MEMBER | 5 | $23,796 |
| PETER D EBERHART ESQUIRE 420 FT DUQUESNE BLVD 1825, PITTSBURGH, PA 15222 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
| MS KENYA T BOSWELL 215 N BINWIDDLE STREET, PITTSBURGH, PA 15224 | DISTRIBUTION COMMITTEE MEMBER | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- 20 STANWIX ST STE 601, PITTSBURGH, PA 15222-1313
- In care of
- % SMITHFIELD TRUST COMPANY
- Signed the 990-PF
- SCOTT M SCHMIDT, Executive V.P.
- Phone
- (412) 261-0779
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-2151492
- 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
- 2011
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,021,442
- Income (IRS master file)
- $2,180,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $1,342,341 | $1,156,630 | $14,021,442 | IRS |
| 990-PF | February 2025 | $953,595 | $1,170,782 | $13,835,732 | XML |
| 990-PF | February 2024 | $906,081 | $975,498 | $14,052,922 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 27-2151492).
Questions about FRED J AND SHIRLEY H JORDAN FOUNDATION
- What is the EIN of FRED J AND SHIRLEY H JORDAN FOUNDATION?
- The employer identification number (EIN) of FRED J AND SHIRLEY H JORDAN FOUNDATION is 27-2151492.
- Is FRED J AND SHIRLEY H JORDAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FRED J AND SHIRLEY H JORDAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED J AND SHIRLEY H JORDAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED J AND SHIRLEY H JORDAN FOUNDATION due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED J AND SHIRLEY H JORDAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of FRED J AND SHIRLEY H JORDAN FOUNDATION?
- The 990-PF for the year ended February 28, 2026 lists 4 people; 4 received compensation from the organization, the highest $150,677 (SMITHFIELD TRUST COMPANY, CO-TRUSTEE).
- How much revenue does FRED J AND SHIRLEY H JORDAN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $1,342,341, expenses of $1,156,630 and total assets of $14,021,442 at year end.
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