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Nonprofit · EIN 61-6155883

MARGARET D SMOCK CHARITABLE TRUST

Tax-exempt · PITTSBURGH, PA 15219

Financials

$1.1M$364K2022$257K$360K2023$350K$346K2024
Revenue Expenses · by fiscal year end
Financials of MARGARET D SMOCK CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$349,718$346,149$3,569$4,944,850$0$4,944,850
August 31, 2024990-PF$256,510$360,194-$103,684$4,940,836$0$4,940,836
August 31, 2023990-PF$1,078,377$363,937$714,440$5,047,369$0$5,047,369
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$150,568
Net gain from sales of assets
$199,150

Expenses

Grants and similar amounts paid
$272,964
Compensation of officers, directors and key employees
$64,292
Disbursements for charitable purposes
$285,822
Excise tax on investment income
$4,083

Balance sheet and other

Total assets, start of year
$4,940,836
Total assets, end of year
$4,944,850
Total liabilities, end of year
$0
Net assets, end of year
$4,944,850
Fair market value of assets
$6,069,138
Qualifying distributions
$285,822
Net investment income
$349,439

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PNC BANK
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE1$64,292
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
PNC BANK
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE12$61,249
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
PNC BANK
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
TRUSTEE12$59,338

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) 762-2758
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
61-6155883
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
2003
Accounting year ends
August
Files
Form 990-PF
Category (NTEE)
Social science (V36)
Assets (IRS master file)
$4,944,850
Income (IRS master file)
$2,308,830

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025–––IRS
990-PFAugust 2024–––IRS
990-PFAugust 2023$1,078,377$363,937$5,047,369IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2018–––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 MARGARET D SMOCK CHARITABLE TRUST

What is the EIN of MARGARET D SMOCK CHARITABLE TRUST?
The employer identification number (EIN) of MARGARET D SMOCK CHARITABLE TRUST is 61-6155883.
Is MARGARET D SMOCK CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to MARGARET D SMOCK CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGARET D SMOCK CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET D SMOCK CHARITABLE TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARGARET D SMOCK CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of MARGARET D SMOCK CHARITABLE TRUST?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $64,292 (PNC BANK, TRUSTEE).
How much revenue does MARGARET D SMOCK CHARITABLE TRUST have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $349,718, expenses of $346,149 and total assets of $4,944,850 at year end.

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