Skip to main content

Nonprofit · EIN 51-6147253

PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A

Tax-exempt · PITTSBURGH, PA 15230

Financials

$4K$11K2023$11K$11K2024
Revenue Expenses · by fiscal year end
Financials of PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$10,831$10,891-$60$151,736$0$151,736
June 30, 2024990-PF$4,303$10,797-$6,494$151,786$0$151,786
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$4,874
Net gain from sales of assets
$5,828
Other income
$129

Expenses

Grants and similar amounts paid
$7,693
Compensation of officers, directors and key employees
$3,198
Disbursements for charitable purposes
$8,972
Excise tax on investment income
$122

Balance sheet and other

Total assets, start of year
$151,786
Total assets, end of year
$151,736
Total liabilities, end of year
$0
Net assets, end of year
$151,736
Fair market value of assets
$194,395
Qualifying distributions
$8,972
Net investment income
$10,702

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 15230
TRUSTEE1$3,198
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$2,951

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% MELLON BANK NA
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
51-6147253
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$151,736
Income (IRS master file)
$19,072

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$10,831$10,891$151,736XML
990-PFJune 2024$4,303$10,797$151,786XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 51-6147253).

Questions about PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A

What is the EIN of PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A?
The employer identification number (EIN) of PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A is 51-6147253.
Is PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A file?
Form 990-PF. Private foundations file every year.
When is the next return of PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,198 (BNY MELLON N A, TRUSTEE).
How much revenue does PENNEWILL JAMES W TR UW 68325-01 MELLON BANK DE N A have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $10,831, expenses of $10,891 and total assets of $151,736 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania