James Francis Mccaudless Charitable Tr 9099 2

Pittsburgh, PA
Tax-exempt since Sept. 1978
EIN: 25-1347840

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$326k (2024)

Expenses

$333k (2024)

Total Assets

$5.36M (2024)

Total Liabilities

$0 (2024)

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

$325,504

Expenses

$333,169

Net Income

-$7,665

Net Assets

$5,362,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$158,320	48.6%
Sales of Assets	$167,184	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,693	83.0%
Compensation of Officers*	$57,974	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,362,286
Total Liabilities	$0
Net Assets	$5,362,286

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$57,974	$0

990-PF

Filed on April 21, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$411,183

Expenses

$326,495

Net Income

$84,688

Net Assets

$5,364,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,622	39.8%
Sales of Assets	$243,527	59.2%
Other Income	$4,034	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,318	84.9%
Compensation of Officers*	$54,556	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,364,632
Total Liabilities	$0
Net Assets	$5,364,632

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$54,556	$0

990-PF

Filed on April 26, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$185,961

Expenses

$378,918

Net Income

-$192,957

Net Assets

$5,274,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,994	70.4%
Sales of Assets	$54,967	29.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$319,990	84.4%
Compensation of Officers*	$55,977	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,274,901
Total Liabilities	$0
Net Assets	$5,274,901

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$55,977	$0

990-PF

Filed on April 18, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$549,380

Expenses

$342,365

Net Income

$207,015

Net Assets

$5,467,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,735	24.9%
Sales of Assets	$412,645	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,821	82.0%
Compensation of Officers*	$62,655	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,467,850
Total Liabilities	$0
Net Assets	$5,467,850

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$62,655	$0

990-PF

Filed on April 21, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$418,088

Expenses

$349,170

Net Income

$68,918

Net Assets

$5,261,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,245	28.3%
Sales of Assets	$299,843	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,364	84.0%
Compensation of Officers*	$55,802	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,261,270
Total Liabilities	$1
Net Assets	$5,261,269

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$55,802	$0

990-PF

Filed on May 6, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$479,808

Expenses

$349,380

Net Income

$130,428

Net Assets

$5,200,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$144,833	30.2%
Sales of Assets	$326,254	68.0%
Other Income	$8,721	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,093	85.9%
Compensation of Officers*	$54,546	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,200,596
Total Liabilities	$1
Net Assets	$5,200,595

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$54,546	$0

990-PF

Filed on March 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$383,060

Expenses

$342,015

Net Income

$41,045

Net Assets

$5,070,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,238	31.1%
Sales of Assets	$260,100	67.9%
Other Income	$3,722	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,053	81.0%
Compensation of Officers*	$70,941	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,070,160
Total Liabilities	$0
Net Assets	$5,070,160

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$70,941	$0

990-PF

Filed on April 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$337,308

Expenses

$332,866

Net Income

$4,442

Net Assets

$5,029,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,133	30.0%
Sales of Assets	$232,788	69.0%
Other Income	$3,387	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,506	78.0%
Compensation of Officers*	$68,926	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,029,154
Total Liabilities	$0
Net Assets	$5,029,154

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$68,926	$0

990-PF

Filed on May 3, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$538,146

Expenses

$323,146

Net Income

$215,000

Net Assets

$5,096,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,649	19.6%
Sales of Assets	$432,497	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,882	79.5%
Compensation of Officers*	$68,097	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,096,822
Total Liabilities	$0
Net Assets	$5,096,822

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$68,097	$0

990-PF

Filed on May 30, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$734,374

Expenses

$325,668

Net Income

$408,706

Net Assets

$4,809,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,107	13.6%
Sales of Assets	$630,501	85.9%
Other Income	$3,766	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,865	81.3%
Compensation of Officers*	$54,739	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,809,737
Total Liabilities	$0
Net Assets	$4,809,737

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$54,739	$0

990-PF

Filed on April 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$433,512

Expenses

$272,200

Net Income

$161,312

Net Assets

$4,401,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,555	20.9%
Sales of Assets	$342,957	79.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,845	76.0%
Compensation of Officers*	$36,907	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,401,028
Total Liabilities	$0
Net Assets	$4,401,028

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$36,907	$0

990-PF

Filed on April 25, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$620,603

Expenses

$274,815

Net Income

$345,788

Net Assets

$4,342,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.0%
Dividends	$81,784	13.2%
Sales of Assets	$538,312	86.7%
Other Income	$452	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,929	78.6%
Compensation of Officers*	$55,552	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,342,134
Total Liabilities	$0
Net Assets	$4,342,134

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$55,552	$0

990-PF

Filed on April 25, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$272,527

Expenses

$278,133

Net Income

-$5,606

Net Assets

$3,981,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.0%
Dividends	$109,038	40.0%
Sales of Assets	$159,330	58.5%
Other Income	$4,051	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,934	77.6%
Compensation of Officers*	$41,043	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,981,430
Total Liabilities	$1
Net Assets	$3,981,429

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$386,808

Expenses

$254,563

Net Income

$132,245

Net Assets

$3,987,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,659	23.2%
Sales of Assets	$297,129	76.8%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,227	83.0%
Compensation of Officers*	$23,140	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,987,036
Total Liabilities	$1
Net Assets	$3,987,035

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

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Updated March 23, 2026

James Francis Mccaudless Charitable Tr 9099 2

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $326k (2024)

Expenses $333k (2024)

Total Assets $5.36M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$326k (2024)

Expenses

$333k (2024)

Total Assets

$5.36M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2016

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2015

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2014

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2013

Fiscal Year Ending Dec.
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2011

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