Phebe Catherine Hess Trust

  • Pittsburgh, PA
  • EIN: 23-6498084

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,428
Expenses
$49,349
Net Income
-$17,921
Net Assets
$773,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,356
68.0%
Sales of Assets $10,072
32.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,104
79.2%
Compensation of Officers* $12,279
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $773,900
Total Liabilities $0
Net Assets $773,900
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $12,279 $0

Document Links

990-PF
Filed on April 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$12,676
Expenses
$49,351
Net Income
-$62,027
Net Assets
$792,042
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,355
Sales of Assets -$33,437
Other Income $2,406
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,304
81.7%
Compensation of Officers* $11,081
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $792,042
Total Liabilities $0
Net Assets $792,042
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $11,081 $0

Document Links

990-PF
Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,941
Expenses
$58,228
Net Income
-$51,287
Net Assets
$853,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,977
> 100%
Sales of Assets -$11,636
Other Income $600
8.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,641
74.9%
Compensation of Officers* $11,396
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $853,011
Total Liabilities $0
Net Assets $853,011
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $11,396 $0

Document Links

990-PF
Filed on April 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,563
Expenses
$50,776
Net Income
$150,787
Net Assets
$904,034
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,955
9.4%
Sales of Assets $182,235
90.4%
Other Income $373
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,813
78.4%
Compensation of Officers* $13,405
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $904,034
Total Liabilities $0
Net Assets $904,034
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $13,405 $0

Document Links

990-PF
Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,936
Expenses
$50,656
Net Income
-$25,720
Net Assets
$753,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,392
61.7%
Sales of Assets $9,544
38.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,036
77.1%
Compensation of Officers* $11,088
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $753,660
Total Liabilities $1
Net Assets $753,659
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $11,088 $0

Document Links

990-PF
Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,423
Expenses
$57,688
Net Income
$38,735
Net Assets
$780,584
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,666
17.3%
Sales of Assets $79,678
82.6%
Other Income $79
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,374
82.1%
Compensation of Officers* $11,122
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $780,585
Total Liabilities $1
Net Assets $780,584
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $11,122 $0

Document Links

990-PF
Filed on April 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,595
Expenses
$225,896
Net Income
-$126,301
Net Assets
$741,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,777
24.9%
Sales of Assets $73,978
74.3%
Other Income $840
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,444
93.6%
Compensation of Officers* $13,541
6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $741,850
Total Liabilities $0
Net Assets $741,850
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $13,541 $0

Document Links

990-PF
Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,413
Expenses
$88,933
Net Income
$27,480
Net Assets
$868,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,306
20.0%
Sales of Assets $93,062
79.9%
Other Income $45
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,036
83.2%
Compensation of Officers* $14,122
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $868,138
Total Liabilities $0
Net Assets $868,138
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $14,122 $0

Document Links

990-PF
Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,107
Expenses
$45,183
Net Income
$47,924
Net Assets
$862,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,111
20.5%
Sales of Assets $73,996
79.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,717
70.2%
Compensation of Officers* $14,037
31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $862,784
Total Liabilities $0
Net Assets $862,784
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $14,037 $0

Document Links

990-PF
Filed on April 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,268
Expenses
$33,398
Net Income
$32,870
Net Assets
$814,930
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,186
35.0%
Sales of Assets $43,082
65.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,390
67.0%
Compensation of Officers* $13,730
41.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $814,930
Total Liabilities $0
Net Assets $814,930

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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