Nonprofit · EIN 30-6042819
ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $15,759 | $21,465 | -$5,706 | $316,339 | $0 | $316,339 |
| July 31, 2024 | 990-PF | $13,923 | $18,809 | -$4,886 | $322,019 | $0 | $322,019 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $9,929
- Net gain from sales of assets
- $5,830
Expenses
- Grants and similar amounts paid
- $16,551
- Compensation of officers, directors and key employees
- $4,619
- Disbursements for charitable purposes
- $17,475
- Excise tax on investment income
- $166
Balance sheet and other
- Total assets, start of year
- $322,019
- Total assets, end of year
- $316,339
- Total liabilities, end of year
- $0
- Net assets, end of year
- $316,339
- Fair market value of assets
- $392,516
- Qualifying distributions
- $17,475
- Net investment income
- $15,753
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $4,619 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $4,316 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC BANK NA
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (602) 224-7275
- 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6042819
- 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
- 2014
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $316,339
- Income (IRS master file)
- $83,380
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $15,759 | $21,465 | $316,339 | XML |
| 990-PF | July 2024 | $13,923 | $18,809 | $322,019 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 30-6042819).
Questions about ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2
- What is the EIN of ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2?
- The employer identification number (EIN) of ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 is 30-6042819.
- Is ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,619 (PNC BANK N A, TRUSTEE).
- How much revenue does ELIZABETH MORGAN CHARITABLE TRUST UW 40381017002 JK2 have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $15,759, expenses of $21,465 and total assets of $316,339 at year end.
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