Nonprofit · EIN 51-6140522
SARAH H LISTER DECD TR
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $127,154 | $65,314 | $61,840 | $1,985,580 | $0 | $1,985,580 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $61,344
- Net gain from sales of assets
- $64,039
- Other income
- $1,771
Expenses
- Grants and similar amounts paid
- $32,329
- Compensation of officers, directors and key employees
- $32,947
- Disbursements for charitable purposes
- $45,546
- Excise tax on investment income
- $1,468
Balance sheet and other
- Total assets, start of year
- $1,923,432
- Total assets, end of year
- $1,985,580
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,985,580
- Fair market value of assets
- $2,407,948
- Qualifying distributions
- $45,546
- Net investment income
- $125,383
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $32,947 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON BANK
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (888) 805-5689
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-6140522
- 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
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,985,580
- Income (IRS master file)
- $186,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $43,038 | $114,076 | $1,923,432 | IRS |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SARAH H LISTER DECD TR
- What is the EIN of SARAH H LISTER DECD TR?
- The employer identification number (EIN) of SARAH H LISTER DECD TR is 51-6140522.
- Is SARAH H LISTER DECD TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to SARAH H LISTER DECD TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SARAH H LISTER DECD TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARAH H LISTER DECD TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARAH H LISTER DECD TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of SARAH H LISTER DECD TR?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,947 (BNY MELLON N A, TRUSTEE).
- How much revenue does SARAH H LISTER DECD TR have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $127,154, expenses of $65,314 and total assets of $1,985,580 at year end.
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