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Nonprofit · EIN 61-6063803

ROBERT E BRENNAN TRUST UNDER WILL

Also known as CITIZENS FIDELITY BANK & TRUST CO

Tax-exempt · PITTSBURGH, PA 15219

Financials

$941K$900K2023$994K$886K2024$1.4M$966K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT E BRENNAN TRUST UNDER WILL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,426,545$965,881$460,664$15,014,808$0$15,014,808
December 31, 2024990-PF$994,177$886,487$107,690$14,550,655$0$14,550,655
December 31, 2023990-PF$940,817$899,524$41,293$14,446,724$0$14,446,724
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$469,045
Net gain from sales of assets
$957,500

Expenses

Grants and similar amounts paid
$805,112
Compensation of officers, directors and key employees
$122,821
Disbursements for charitable purposes
$829,676
Excise tax on investment income
$18,218

Balance sheet and other

Total assets, start of year
$14,550,655
Total assets, end of year
$15,014,808
Total liabilities, end of year
$0
Net assets, end of year
$15,014,808
Fair market value of assets
$18,802,458
Qualifying distributions
$829,676
Net investment income
$1,424,555

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
PNC BANK N A
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE1$122,821
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PNC BANK NA
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
TRUSTEE24$118,441
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PNC BANK NA
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
TRUSTEE22$109,535

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) 762-2758
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 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
61-6063803
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,014,808
Income (IRS master file)
$8,742,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,426,545$965,881$15,014,808IRS
990-PFDecember 2024$994,177$886,487$14,550,655IRS
990-PFDecember 2023$940,817$899,524$14,446,724XML
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 61-6063803).

Questions about ROBERT E BRENNAN TRUST UNDER WILL

What is the EIN of ROBERT E BRENNAN TRUST UNDER WILL?
The employer identification number (EIN) of ROBERT E BRENNAN TRUST UNDER WILL is 61-6063803.
Is ROBERT E BRENNAN TRUST UNDER WILL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Which annual return does ROBERT E BRENNAN TRUST UNDER WILL file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT E BRENNAN TRUST UNDER WILL 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 ROBERT E BRENNAN TRUST UNDER WILL 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 ROBERT E BRENNAN TRUST UNDER WILL?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $122,821 (PNC BANK N A, TRUSTEE).
How much revenue does ROBERT E BRENNAN TRUST UNDER WILL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,426,545, expenses of $965,881 and total assets of $15,014,808 at year end.

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