Nonprofit · EIN 61-6070034
JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $395,118 | $428,307 | -$33,189 | $6,822,707 | $0 | $6,822,707 |
| July 31, 2024 | 990-PF | $451,097 | $297,037 | $154,060 | $6,856,127 | $0 | $6,856,127 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $203,858
- Net gain from sales of assets
- $191,260
Expenses
- Grants and similar amounts paid
- $394,270
- Compensation of officers, directors and key employees
- $20,163
- Disbursements for charitable purposes
- $398,303
- Excise tax on investment income
- $5,211
Balance sheet and other
- Total assets, start of year
- $6,856,127
- Total assets, end of year
- $6,822,707
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,822,707
- Fair market value of assets
- $8,129,311
- Qualifying distributions
- $398,303
- Net investment income
- $395,118
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 NA 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $20,163 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 4 | $19,037 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC BANK NATIONAL ASSOCIATION
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 762-7070
- 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
- 61-6070034
- 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
- 2016
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,822,707
- Income (IRS master file)
- $2,196,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $395,118 | $428,307 | $6,822,707 | XML |
| 990-PF | July 2024 | $451,097 | $297,037 | $6,856,127 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | 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 61-6070034).
Questions about JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST
- What is the EIN of JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST is 61-6070034.
- Is JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST 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 JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST 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 JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,163 (PNC BANK NA, TRUSTEE).
- How much revenue does JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $395,118, expenses of $428,307 and total assets of $6,822,707 at year end.
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