Nonprofit · EIN 13-3206669
THE MERTZ CHARITABLE TRUST
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | -$2,343,320 | $249,021 | -$2,592,341 | $321,025 | $0 | $321,025 |
| January 31, 2024 | 990-PF | -$1,687,199 | $30,602 | -$1,717,801 | $2,912,142 | $0 | $2,912,142 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Dividends
- $39,990
- Other income
- -$2,383,310
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $4,198
- Disbursements for charitable purposes
- $201,929
- Excise tax on investment income
- $418
Balance sheet and other
- Total assets, start of year
- $2,912,142
- Total assets, end of year
- $321,025
- Total liabilities, end of year
- $0
- Net assets, end of year
- $321,025
- Fair market value of assets
- $2,084,432
- Qualifying distributions
- $201,929
- Net investment income
- $69,706
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $4,198 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % BNY MELLON
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (212) 922-8935
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3206669
- 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
- 1984
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $321,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | -$2,343,320 | $249,021 | $321,025 | XML |
| 990-T | January 2025 | – | – | – | IRS |
| 990-PF | January 2024 | -$1,687,199 | $30,602 | $2,912,142 | XML |
| 990-T | January 2024 | – | – | – | IRS |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-T | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-T | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-T | January 2021 | – | – | – | 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 13-3206669).
Questions about THE MERTZ CHARITABLE TRUST
- What is the EIN of THE MERTZ CHARITABLE TRUST?
- The employer identification number (EIN) of THE MERTZ CHARITABLE TRUST is 13-3206669.
- Is THE MERTZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to THE MERTZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MERTZ CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MERTZ CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MERTZ CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of THE MERTZ CHARITABLE TRUST?
- The 990-PF for the year ended January 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,198 (BNY MELLON N A, TRUSTEE).
- How much revenue does THE MERTZ CHARITABLE TRUST have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of -$2,343,320, expenses of $249,021 and total assets of $321,025 at year end.
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