Nonprofit · EIN 61-6174229
JAMES W WILLMOTT MEMORIAL TR II
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $284,971 | $175,450 | $109,521 | $2,658,849 | $0 | $2,658,849 |
| September 30, 2023 | 990-PF | $57,950 | $170,230 | -$112,280 | $2,586,078 | $0 | $2,586,078 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $82,638
- Net gain from sales of assets
- $202,333
Expenses
- Grants and similar amounts paid
- $137,301
- Compensation of officers, directors and key employees
- $35,374
- Disbursements for charitable purposes
- $151,451
- Excise tax on investment income
- $3,655
Balance sheet and other
- Total assets, start of year
- $2,548,790
- Total assets, end of year
- $2,658,849
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,658,849
- Fair market value of assets
- $3,390,498
- Qualifying distributions
- $151,451
- Net investment income
- $284,971
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 500 First Ave P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $35,374 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA 116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212 | TRUSTEE | 7 | $31,215 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC BANK NA TRUSTEE
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 258-3051
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 61-6174229
- 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
- 1990
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,658,849
- Income (IRS master file)
- $1,639,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $57,950 | $170,230 | $2,586,078 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 JAMES W WILLMOTT MEMORIAL TR II
- What is the EIN of JAMES W WILLMOTT MEMORIAL TR II?
- The employer identification number (EIN) of JAMES W WILLMOTT MEMORIAL TR II is 61-6174229.
- Is JAMES W WILLMOTT MEMORIAL TR II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to JAMES W WILLMOTT MEMORIAL TR II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES W WILLMOTT MEMORIAL TR II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W WILLMOTT MEMORIAL TR II due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES W WILLMOTT MEMORIAL TR II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JAMES W WILLMOTT MEMORIAL TR II?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,374 (PNC BANK NA, TRUSTEE).
- How much revenue does JAMES W WILLMOTT MEMORIAL TR II have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $284,971, expenses of $175,450 and total assets of $2,658,849 at year end.
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