Nonprofit · EIN 04-6317596
CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,792 | $6,586 | -$2,794 | $122,406 | $0 | $122,406 |
| December 31, 2024 | 990-PF | $6,249 | $18,404 | -$12,155 | $125,232 | $0 | $125,232 |
| December 31, 2023 | 990-PF | $6,736 | $9,418 | -$2,682 | $137,389 | $0 | $137,389 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,271
- Net gain from sales of assets
- $521
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $2,292
- Disbursements for charitable purposes
- $5,102
- Excise tax on investment income
- $33
Balance sheet and other
- Total assets, start of year
- $125,232
- Total assets, end of year
- $122,406
- Total liabilities, end of year
- $0
- Net assets, end of year
- $122,406
- Fair market value of assets
- $141,879
- Qualifying distributions
- $5,102
- Net investment income
- $3,745
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 |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $2,292 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $2,281 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $2,300 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON TR NEW ENGLAND
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7144
- 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 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
- 04-6317596
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $122,406
- Income (IRS master file)
- $88,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,792 | $6,586 | $122,406 | IRS |
| 990-PF | December 2024 | $6,249 | $18,404 | $125,232 | IRS |
| 990-PF | December 2023 | $6,736 | $9,418 | $137,389 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6317596).
Questions about CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD
- What is the EIN of CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD?
- The employer identification number (EIN) of CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD is 04-6317596.
- Is CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD 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 CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD 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 CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,292 (BNY MELLON N A, TRUSTEE).
- How much revenue does CARLTON E ATWOOD TRUST UW 04-25-69 10109384008 FBO ANNE KIRBY ATWOOD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,792, expenses of $6,586 and total assets of $122,406 at year end.
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