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Nonprofit · EIN 25-6027635

WALDEN TRUST

Tax-exempt · PITTSBURGH, PA 15232

Financials

$549K$70K2023$534K$84K2024$605K$99K2025
Revenue Expenses · by fiscal year end
Financials of WALDEN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$604,768$99,167$505,601$1,121,107$0$1,121,107
December 31, 2024990-PF$534,336$83,787$450,549$854,992$0$854,992
December 31, 2023990-PF$549,136$70,117$479,019$518,825$0$518,825
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$261,970
Dividends
$38,336
Interest
$4
Net gain from sales of assets
$304,458

Expenses

Grants and similar amounts paid
$89,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$93,578
Excise tax on investment income
$4,765

Balance sheet and other

Total assets, start of year
$854,992
Total assets, end of year
$1,121,107
Total liabilities, end of year
$0
Net assets, end of year
$1,121,107
Fair market value of assets
$2,627,378
Qualifying distributions
$93,578
Net investment income
$342,798

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.

NameTitleHours / weekCompensation
H PHIPPS HOFFSTOT III
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
MAEVE U HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
HENRY F HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
DARYLN B HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
H PHIPPS HOFFSTOT III
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
MAEVE U HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
HENRY F HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
DARYLN B HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
H PHIPPS HOFFSTOT III
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
MAEVE U HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
HENRY F HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0
DARYLN B HOFFSTOT
5057 FIFTH AVENUE, PITTSBURGH, PA 15232
TRUSTEE0$0

Address and contacts

Address (IRS master file)
5057 5TH AVE, PITTSBURGH, PA 15232-2128
In care of
% HENRY P HOFFSTOT III
Signed the 990-PF
H PHIPPS HOFFSTOT III, TRUSTEE
Phone
(412) 392-2509
Return prepared by
LOVETT BOOKMAN HARMON MARKS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6027635
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,121,107
Income (IRS master file)
$785,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$604,768$99,167$1,121,107IRS
990-PFDecember 2024$534,336$83,787$854,992IRS
990-PFDecember 2023$549,136$70,117$518,825XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 25-6027635).

Questions about WALDEN TRUST

What is the EIN of WALDEN TRUST?
The employer identification number (EIN) of WALDEN TRUST is 25-6027635.
Is WALDEN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to WALDEN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALDEN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WALDEN TRUST 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 WALDEN TRUST 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 WALDEN TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WALDEN TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $604,768, expenses of $99,167 and total assets of $1,121,107 at year end.

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