Nonprofit · EIN 31-0912146
JACK J SMITH JR CHARITABLE TRUST
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $907,276 | $625,551 | $281,725 | $9,331,060 | $0 | $9,331,060 |
| September 30, 2024 | 990-PF | $555,973 | $581,067 | -$25,094 | $9,047,955 | $0 | $9,047,955 |
| September 30, 2023 | 990-PF | $277,991 | $628,078 | -$350,087 | $9,083,359 | $0 | $9,083,359 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $290,792
- Net gain from sales of assets
- $616,484
Expenses
- Grants and similar amounts paid
- $444,339
- Compensation of officers, directors and key employees
- $129,742
- Disbursements for charitable purposes
- $512,367
- Excise tax on investment income
- $11,173
Balance sheet and other
- Total assets, start of year
- $9,047,955
- Total assets, end of year
- $9,331,060
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,331,060
- Fair market value of assets
- $11,788,357
- Qualifying distributions
- $512,367
- Net investment income
- $906,875
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | CO-TRUSTEE | 1 | $99,801 |
| KAREN WACHS 5733 SANCTUARY PLACE, CINCINNATI, OH 452300000 | CO-TRUSTEE | 3 | $29,941 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | CO-TRUSTEE | 30 | $96,016 |
| KAREN WACHS 5733 SANCTUARY PLACE, CINCINNATI, OH 452300000 | CO-TRUSTEE | 3 | $28,805 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212 | CO-TRUSTEE | 30 | $91,544 |
| KAREN WACHS 8 BAT CAVE LANE, COVINGTON, KY 410159507 | CO-TRUSTEE | 3 | $27,463 |
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
- (412) 454-1879
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 31-0912146
- 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
- 1977
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,331,060
- Income (IRS master file)
- $5,990,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $907,276 | $625,551 | $9,331,060 | XML |
| 990-PF | September 2024 | $555,973 | $581,067 | $9,047,955 | XML |
| 990-PF | September 2023 | $277,991 | $628,078 | $9,083,359 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 31-0912146).
Questions about JACK J SMITH JR CHARITABLE TRUST
- What is the EIN of JACK J SMITH JR CHARITABLE TRUST?
- The employer identification number (EIN) of JACK J SMITH JR CHARITABLE TRUST is 31-0912146.
- Is JACK J SMITH JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to JACK J SMITH JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK J SMITH JR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK J SMITH JR CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK J SMITH JR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JACK J SMITH JR CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $99,801 (PNC BANK NA, CO-TRUSTEE).
- How much revenue does JACK J SMITH JR CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $907,276, expenses of $625,551 and total assets of $9,331,060 at year end.
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