Nonprofit · EIN 46-2711516
PETERS JOSIE FBO OKLAHOMA U FDN-TR
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $79,340 | $110,523 | -$31,183 | $1,564,533 | $0 | $1,564,533 |
| December 31, 2024 | 990-PF | $81,689 | $109,940 | -$28,251 | $1,595,891 | $0 | $1,595,891 |
| December 31, 2023 | 990-PF | $82,569 | $75,281 | $7,288 | $1,623,939 | $0 | $1,623,939 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,140
- Net gain from sales of assets
- $27,397
- Other income
- $5,803
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $29,078
- Disbursements for charitable purposes
- $91,631
- Excise tax on investment income
- $843
Balance sheet and other
- Total assets, start of year
- $1,595,891
- Total assets, end of year
- $1,564,533
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,564,533
- Fair market value of assets
- $1,754,711
- Qualifying distributions
- $91,631
- Net investment income
- $78,457
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 |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $29,078 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $28,617 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $27,001 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % RHONDA R MAGDSICK
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (412) 234-5565
- 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 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
- 46-2711516
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,564,533
- Income (IRS master file)
- $582,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $79,340 | $110,523 | $1,564,533 | IRS |
| 990-PF | December 2024 | $81,689 | $109,940 | $1,595,891 | IRS |
| 990-PF | December 2023 | $82,569 | $75,281 | $1,623,939 | 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 46-2711516).
Questions about PETERS JOSIE FBO OKLAHOMA U FDN-TR
- What is the EIN of PETERS JOSIE FBO OKLAHOMA U FDN-TR?
- The employer identification number (EIN) of PETERS JOSIE FBO OKLAHOMA U FDN-TR is 46-2711516.
- Is PETERS JOSIE FBO OKLAHOMA U FDN-TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PETERS JOSIE FBO OKLAHOMA U FDN-TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETERS JOSIE FBO OKLAHOMA U FDN-TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETERS JOSIE FBO OKLAHOMA U FDN-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 PETERS JOSIE FBO OKLAHOMA U FDN-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 PETERS JOSIE FBO OKLAHOMA U FDN-TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $29,078 (BNY MELLON N A, TRUSTEE).
- How much revenue does PETERS JOSIE FBO OKLAHOMA U FDN-TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $79,340, expenses of $110,523 and total assets of $1,564,533 at year end.
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