Nonprofit · EIN 61-6020214
J E LIPSCOMB JR TRUST
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $363,535 | $252,664 | $110,871 | $4,413,733 | $0 | $4,413,733 |
| August 31, 2024 | 990-PF | $38,240 | $255,690 | -$217,450 | $4,303,231 | $0 | $4,303,231 |
| August 31, 2023 | 990-PF | $198,232 | $283,755 | -$85,523 | $4,523,021 | $0 | $4,523,021 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $129,220
- Net gain from sales of assets
- $233,691
- Other income
- $624
Expenses
- Grants and similar amounts paid
- $213,177
- Compensation of officers, directors and key employees
- $37,645
- Disbursements for charitable purposes
- $220,706
- Excise tax on investment income
- $4,608
Balance sheet and other
- Total assets, start of year
- $4,303,231
- Total assets, end of year
- $4,413,733
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,413,733
- Fair market value of assets
- $5,293,817
- Qualifying distributions
- $220,706
- Net investment income
- $362,911
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 1 | $37,645 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219 | TRUSTEE | 7 | $36,035 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK N A 116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 152129938 | TRUSTEE | 7 | $33,464 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC BANK
- Signed the 990-PF
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 467-1575
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 61-6020214
- 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
- 1995
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $4,413,733
- Income (IRS master file)
- $2,087,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $363,535 | $252,664 | $4,413,733 | XML |
| 990-PF | August 2024 | $38,240 | $255,690 | $4,303,231 | XML |
| 990-PF | August 2023 | $198,232 | $283,755 | $4,523,021 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | 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 61-6020214).
Questions about J E LIPSCOMB JR TRUST
- What is the EIN of J E LIPSCOMB JR TRUST?
- The employer identification number (EIN) of J E LIPSCOMB JR TRUST is 61-6020214.
- Is J E LIPSCOMB JR TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to J E LIPSCOMB JR TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J E LIPSCOMB JR TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J E LIPSCOMB JR TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J E LIPSCOMB JR TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of J E LIPSCOMB JR TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,645 (PNC BANK N A, TRUSTEE).
- How much revenue does J E LIPSCOMB JR TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $363,535, expenses of $252,664 and total assets of $4,413,733 at year end.
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