Nonprofit · EIN 92-2925008
JOHN AND SUE JACKSON CHARITABLE TRUST NO 2
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $343,783 | $767,721 | -$423,938 | $4,230,080 | $0 | $4,230,080 |
| December 31, 2024 | 990-PF | $231,873 | $752,862 | -$520,989 | $4,654,016 | $0 | $4,654,016 |
| December 31, 2023 | 990-PF | $7,038,367 | $758,537 | $6,279,830 | $5,175,004 | $0 | $5,175,004 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $133,868
- Net gain from sales of assets
- $209,915
Expenses
- Grants and similar amounts paid
- $536,000
- Compensation of officers, directors and key employees
- $28,937
- Disbursements for charitable purposes
- $536,000
- Excise tax on investment income
- $1,558
Balance sheet and other
- Total assets, start of year
- $4,654,016
- Total assets, end of year
- $4,230,080
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,230,080
- Fair market value of assets
- $5,222,463
- Qualifying distributions
- $536,000
- Net investment income
- $343,783
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX STREET SUITE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 2 | $28,937 |
| PETER R TOWNSEND 50 OAKLAND STREET, WATERTOWN, MA 02472 | CO-TRUSTEE | 1 | $0 |
| SUSAN LEE WARNER 1 TOUCHSTONE DRIVE, KENNEBUNKPORT, ME 04046 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX STREET SUITE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 2 | $29,284 |
| PETER R TOWNSEND 50 OAKLAND STREET, WATERTOWN, MA 02472 | CO-TRUSTEE | 1 | $0 |
| SUSAN LEE WARNER 1 TOUCHSTONE DRIVE, KENNEBUNKPORT, ME 04046 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY 20 STANWIX STREET SUITE 650, PITTSBURGH, PA 15222 | CO-TRUSTEE | 2 | $14,039 |
| PETER R TOWNSEND 50 OAKLAND STREET, WATERTOWN, MA 02472 | CO-TRUSTEE | 1 | $0 |
| SUSAN LEE WARNER 1 TOUCHSTONE DRIVE, KENNEBUNKPORT, ME 04046 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20 STANWIX ST STE 601, PITTSBURGH, PA 15222-1313
- Signed the 990-PF
- SCOTT M SCHMIDT, EXECUTIVE V.P.
- Phone
- (412) 261-0779
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-2925008
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,230,080
- Income (IRS master file)
- $1,198,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $343,783 | $767,721 | $4,230,080 | IRS |
| 990-PF | December 2024 | $231,873 | $752,862 | $4,654,016 | XML |
| 990-PF | December 2023 | $7,038,367 | $758,537 | $5,175,004 | XML |
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 92-2925008).
Questions about JOHN AND SUE JACKSON CHARITABLE TRUST NO 2
- What is the EIN of JOHN AND SUE JACKSON CHARITABLE TRUST NO 2?
- The employer identification number (EIN) of JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 is 92-2925008.
- Is JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN AND SUE JACKSON CHARITABLE TRUST NO 2?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $28,937 (SMITHFIELD TRUST COMPANY, CO-TRUSTEE).
- How much revenue does JOHN AND SUE JACKSON CHARITABLE TRUST NO 2 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $343,783, expenses of $767,721 and total assets of $4,230,080 at year end.
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