Joseph & Marion Ellis Memorial Fund Fbo Heidelberg U C Tr

Pittsburgh, PA
Tax-exempt since July 1999
EIN: 23-7866272

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$6.3k (2024)

Expenses

$8.12k (2024)

Total Assets

$120k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$6,295

Expenses

$8,118

Net Income

-$1,823

Net Assets

$120,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,253	51.7%
Sales of Assets	$3,042	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,715	82.7%
Compensation of Officers*	$2,118	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,287
Total Liabilities	$0
Net Assets	$120,287

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,118	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$5,958

Expenses

$7,817

Net Income

-$1,859

Net Assets

$122,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,912	48.9%
Sales of Assets	$2,849	47.8%
Other Income	$197	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,590	84.3%
Compensation of Officers*	$2,008	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,101
Total Liabilities	$0
Net Assets	$122,101

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,008	$0

990-PF

Filed on May 7, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,313

Expenses

$9,866

Net Income

-$6,553

Net Assets

$123,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,005	90.7%
Sales of Assets	$308	9.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,129	82.4%
Compensation of Officers*	$2,193	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,967
Total Liabilities	$0
Net Assets	$123,967

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,193	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$19,557

Expenses

$9,597

Net Income

$9,960

Net Assets

$130,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,602	18.4%
Sales of Assets	$15,955	81.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,937	82.7%
Compensation of Officers*	$2,430	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$130,521
Total Liabilities	$0
Net Assets	$130,521

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,430	$0

990-PF

Filed on May 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$9,409

Expenses

$7,194

Net Income

$2,215

Net Assets

$120,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,172	23.1%
Sales of Assets	$7,237	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,848	81.3%
Compensation of Officers*	$2,116	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,573
Total Liabilities	$1
Net Assets	$120,572

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,116	$0

990-PF

Filed on May 10, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$6,257

Expenses

$8,193

Net Income

-$1,936

Net Assets

$118,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,636	42.1%
Sales of Assets	$3,621	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,805	83.1%
Compensation of Officers*	$2,108	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,357
Total Liabilities	$1
Net Assets	$118,356

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$2,108	$0

990-PF

Filed on May 6, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$8,568

Expenses

$9,134

Net Income

-$566

Net Assets

$120,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,042	35.5%
Sales of Assets	$5,526	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,662	83.9%
Compensation of Officers*	$2,228	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,293
Total Liabilities	$0
Net Assets	$120,293

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon Na (Trustee See Attached)	$2,228	$0

990-PF

Filed on May 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,287

Expenses

$9,984

Net Income

-$6,697

Net Assets

$127,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,164	65.8%
Sales of Assets	$1,123	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,364	83.8%
Compensation of Officers*	$2,334	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$127,776
Total Liabilities	$0
Net Assets	$127,776

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$13,680

Expenses

$6,480

Net Income

$7,200

Net Assets

$134,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,911	28.6%
Sales of Assets	$9,769	71.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,466	68.9%
Compensation of Officers*	$2,219	34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$134,473
Total Liabilities	$0
Net Assets	$134,473

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$17,787

Expenses

$6,769

Net Income

$11,018

Net Assets

$127,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,736	21.0%
Sales of Assets	$14,051	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,476	80.9%
Compensation of Officers*	$1,979	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$127,273
Total Liabilities	$0
Net Assets	$127,273

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,898

Expenses

$8,482

Net Income

-$3,584

Net Assets

$116,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,456	50.1%
Sales of Assets	$2,442	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,218	85.1%
Compensation of Officers*	$1,943	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$116,255
Total Liabilities	$0
Net Assets	$116,255

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,335

Expenses

$9,224

Net Income

-$5,889

Net Assets

$119,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,277	68.3%
Sales of Assets	$1,058	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,905	85.7%
Compensation of Officers*	$2,062	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,534
Total Liabilities	$0
Net Assets	$119,534

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.

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Types of Nonprofits

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Updated March 23, 2026

Joseph & Marion Ellis Memorial Fund Fbo Heidelberg U C Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.3k (2024)

Expenses $8.12k (2024)

Total Assets $120k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$6.3k (2024)

Expenses

$8.12k (2024)

Total Assets

$120k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2019

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2016

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2015

Fiscal Year Ending Dec.
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2011

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