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Nonprofit · EIN 25-6515276

JOHN AND JEANETTE WITMER CHARITABLE TRUST

Tax-exempt · PITTSBURGH, PA 15219

Financials

$544K$115K2022$260K$126K2023$224K$149K2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND JEANETTE WITMER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$223,802$148,519$75,283$2,731,078$0$2,731,078
September 30, 2024990-PF$260,178$126,183$133,995$2,654,709$0$2,654,709
September 30, 2023990-PF$543,937$114,894$429,043$2,514,727$0$2,514,727
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$73,813
Net gain from sales of assets
$149,989

Expenses

Grants and similar amounts paid
$107,329
Compensation of officers, directors and key employees
$34,711
Disbursements for charitable purposes
$115,518
Excise tax on investment income
$2,729

Balance sheet and other

Total assets, start of year
$2,654,709
Total assets, end of year
$2,731,078
Total liabilities, end of year
$0
Net assets, end of year
$2,731,078
Fair market value of assets
$3,079,828
Qualifying distributions
$115,518
Net investment income
$223,802

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.

NameTitleHours / weekCompensation
PNC Bank NA
500 FIRST AVE P7-PFSC-03-Z, Pittsburgh, PA 15219
Trustee1$33,461
Jerry Schweingruber
436 S Butler Road, Lebanon, PA 17042
Co-Trustee1$250
Michael G Uhler
801 Weaber Avenue, Palmyra, PA 17078
Co-Trustee1$250
David Dalto
2071 Locust Lane, Hummelstown, PA 17036
Co-Trustee1$250
Kim Gardner
2060 HOYT AVE EAST, ST PAUL, MN 55119
CO-TRUSTEE1$250
STEVEN HOLZMAN
1587 MOUNT WILSON RD, LEBANON, PA 17042
CO-TRUSTEE1$250
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
PNC Bank NA
500 FIRST AVE P7-PFSC-03-Z, Pittsburgh, PA 15219
Trustee6$31,569
Jerry Schweingruber
436 S Butler Road, Lebanon, PA 17042
Co-Trustee1$250
Michael G Uhler
801 Weaber Avenue, Palmyra, PA 17078
Co-Trustee1$250
David Dalto
2071 Locust Lane, Hummelstown, PA 17036
Co-Trustee1$250
Kim Gardner
2060 HOYT AVE EAST, ST PAUL, MN 55119
CO-TRUSTEE1$250
STEVEN HOLZMAN
1587 MOUNT WILSON RD, LEBANON, PA 17042
CO-TRUSTEE1$250
990-PF for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensation
PNC Bank NA
116 Allegheny Center Mall, Pittsburgh, PA 15212
Trustee4$27,035
Jerry Schweingruber
436 S Butler Road, Lebanon, PA 17042
Co-Trustee1$250
Michael G Uhler
801 Weaber Avenue, Palmyra, PA 17078
Co-Trustee1$250
David Dalto
2071 Locust Lane, Hummelstown, PA 17036
Co-Trustee1$250
Kim Gardner
C/O 116 Allegheny Center Mall, Pittsburgh, PA 15212
Former Co-Trustee1$250

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) 209-4730
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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
25-6515276
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
1997
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,731,078
Income (IRS master file)
$1,434,028

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$223,802$148,519$2,731,078XML
990-PFSeptember 2024$260,178$126,183$2,654,709XML
990-PFSeptember 2023$543,937$114,894$2,514,727XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 25-6515276).

Questions about JOHN AND JEANETTE WITMER CHARITABLE TRUST

What is the EIN of JOHN AND JEANETTE WITMER CHARITABLE TRUST?
The employer identification number (EIN) of JOHN AND JEANETTE WITMER CHARITABLE TRUST is 25-6515276.
Is JOHN AND JEANETTE WITMER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to JOHN AND JEANETTE WITMER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND JEANETTE WITMER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND JEANETTE WITMER CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND JEANETTE WITMER CHARITABLE TRUST 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 JOHN AND JEANETTE WITMER CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 6 people; 6 received compensation from the organization, the highest $33,461 (PNC Bank NA, Trustee).
How much revenue does JOHN AND JEANETTE WITMER CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $223,802, expenses of $148,519 and total assets of $2,731,078 at year end.

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