Nonprofit · EIN 61-6020564
THEODOSIA G LYONS SIMPLE TR
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $14,138 | $17,988 | -$3,850 | $290,491 | $0 | $290,491 |
| July 31, 2024 | 990-PF | $16,892 | $18,364 | -$1,472 | $294,355 | $0 | $294,355 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $8,176
- Net gain from sales of assets
- $5,911
- Other income
- $51
Expenses
- Grants and similar amounts paid
- $14,031
- Compensation of officers, directors and key employees
- $3,882
- Disbursements for charitable purposes
- $14,807
- Excise tax on investment income
- $151
Balance sheet and other
- Total assets, start of year
- $294,355
- Total assets, end of year
- $290,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $290,491
- Fair market value of assets
- $332,668
- Qualifying distributions
- $14,807
- Net investment income
- $14,059
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $3,882 |
| TIMOTHY HOAGLAND 7303 WILLOW GATE COURT, PROSPECT, KY 40059 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $3,825 |
| TIMOTHY HOAGLAND 7303 WILLOW GATE COURT, PROSPECT, KY 40059 | CO-TRUSTEE | 1 | $0 |
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) 752-5629
- 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 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 | Not due yet |
| 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
- 61-6020564
- Exempt since
- 1900
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $290,491
- Income (IRS master file)
- $100,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $14,138 | $17,988 | $290,491 | XML |
| 990-PF | July 2024 | $16,892 | $18,364 | $294,355 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 61-6020564).
Questions about THEODOSIA G LYONS SIMPLE TR
- What is the EIN of THEODOSIA G LYONS SIMPLE TR?
- The employer identification number (EIN) of THEODOSIA G LYONS SIMPLE TR is 61-6020564.
- Is THEODOSIA G LYONS SIMPLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does THEODOSIA G LYONS SIMPLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THEODOSIA G LYONS SIMPLE TR due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEODOSIA G LYONS SIMPLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of THEODOSIA G LYONS SIMPLE TR?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,882 (PNC BANK N A, TRUSTEE).
- How much revenue does THEODOSIA G LYONS SIMPLE TR have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $14,138, expenses of $17,988 and total assets of $290,491 at year end.
Other nonprofits in PITTSBURGH
- UPMC EIN 20-8295721 · last filed 990 for 2025
- HIGHMARK HEALTH EIN 82-1406555 · last filed 990 for 2024
- UNIVERSITY OF PITTSBURGH EIN 25-0965591 · last filed 990 for 2025
- CARNEGIE MELLON UNIVERSITY EIN 25-0969449 · last filed 990 for 2025
- UPMC EIN 25-1778644 · last filed 990 for 2024
- GBU FINANCIAL LIFE EIN 25-0502660 · last filed 990 for 2024
- STEELWORKERS HEALTH & WELFARE FUND EIN 23-1317409 · last filed 990 for 2024
- UNITED STEELWORKERS EIN 25-0818080 · last filed 990 for 2024