Nonprofit · EIN 46-7053564
DAVIDSON ESTATE ACCOUNT
Tax-exempt · PITTSBURGH, PA 15237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $78,273 | $83,316 | -$5,043 | $1,477,668 | $0 | $1,477,668 |
| July 31, 2025 | 990-PF | $44,269 | $80,130 | -$35,861 | $1,356,689 | $0 | $1,356,689 |
| July 31, 2024 | 990-PF | $37,137 | $76,912 | -$39,775 | $1,347,988 | $0 | $1,347,988 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $78,273
Expenses
- Grants and similar amounts paid
- $66,382
- Disbursements for charitable purposes
- $83,316
- Excise tax on investment income
- $1,088
Balance sheet and other
- Total assets, start of year
- $1,356,689
- Total assets, end of year
- $1,477,668
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,477,668
- Fair market value of assets
- $1,477,668
- Qualifying distributions
- $83,316
- Net investment income
- $78,273
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack Jones 3579 Masonic Way, Pittsburgh, PA 15237 | Chairman | 0 | $0 |
| Austin Shifrin 3579 Masonic Way, Pittsburgh, PA 15237 | Vice-Chairman | 0 | $0 |
| Melissa Workinger 3579 Masonic Way, Pittsburgh, PA 15237 | Treasurer | 0 | $0 |
| John Hisiro 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| John Kovac 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Richard Kucera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Glenn D Miller II 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| David W Morgans 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Nico Salera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Miklos G Sarkozi 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Bonnie L Szramowski 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Joseph G Whitaker 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
990-PF for the year ended July 31, 2025: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack Jones 3579 Masonic Way, Pittsburgh, PA 15237 | Chairman | 0 | $0 |
| Austin Shifrin 3579 Masonic Way, Pittsburgh, PA 15237 | Vice-Chairman | 0 | $0 |
| Melissa Workinger 3579 Masonic Way, Pittsburgh, PA 15237 | Treasurer | 0 | $0 |
| John Hisiro 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| John Kovac 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Richard Kucera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Glenn D Miller II 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| David W Morgans 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Nico Salera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Miklos G Sarkozi 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Bonnie L Szramowski 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Joseph G Whitaker 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
990-PF for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack Jones 3579 Masonic Way, Pittsburgh, PA 15237 | Chairman | 0 | $0 |
| Austin Shifrin 3579 Masonic Way, Pittsburgh, PA 15237 | Vice-Chairman | 0 | $0 |
| Melissa Workinger 3579 Masonic Way, Pittsburgh, PA 15237 | Treasurer | 0 | $0 |
| John Hisiro 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| John Kovac 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Richard Kucera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Glenn D Miller II 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| David W Morgans 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Nico Salera 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Miklos G Sarkozi 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Bonnie L Szramowski 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
| Joseph G Whitaker 3579 Masonic Way, Pittsburgh, PA 15237 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3579 MASONIC WAY, PITTSBURGH, PA 15237-2700
- Signed the 990-PF
- David Morgans, Secretary
- Phone
- (412) 939-3579
- Website
- WWW.Scottishritenmj.org
- Return prepared by
- Richard A Reynolds CPA
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 | 990-PF on file |
| 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
- 46-7053564
- 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)
- Education (B82)
- Assets (IRS master file)
- $1,356,689
- Income (IRS master file)
- $44,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $78,273 | $83,316 | $1,477,668 | XML |
| 990-PF | July 2025 | $44,269 | $80,130 | $1,356,689 | XML |
| 990-PF | July 2024 | $37,137 | $76,912 | $1,347,988 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 46-7053564).
Questions about DAVIDSON ESTATE ACCOUNT
- What is the EIN of DAVIDSON ESTATE ACCOUNT?
- The employer identification number (EIN) of DAVIDSON ESTATE ACCOUNT is 46-7053564.
- Is DAVIDSON ESTATE ACCOUNT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to DAVIDSON ESTATE ACCOUNT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIDSON ESTATE ACCOUNT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIDSON ESTATE ACCOUNT due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIDSON ESTATE ACCOUNT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of DAVIDSON ESTATE ACCOUNT?
- The 990-PF for the year ended July 31, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does DAVIDSON ESTATE ACCOUNT have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $78,273, expenses of $83,316 and total assets of $1,477,668 at year end.
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