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James Case Tr Uw 08291955

  • Pittsburgh, PA
  • EIN: 25-6031784

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Summary charts: organization finances over time

Revenue
$399k (2025)

Expenses
$399k (2025)

Total Assets
$4.51M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$398,874
Expenses
$398,798
Net Income
$76
Net Assets
$4,514,653
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $152,562
38.2%
Sales of Assets $246,312
61.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $351,684
88.2%
Compensation of Officers* $62,116
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 $4,514,653
Total Liabilities $0
Net Assets $4,514,653
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $62,116 $0

Document Links

990-PF
Filed on Nov. 10, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$474,262
Expenses
$248,521
Net Income
$225,741
Net Assets
$4,516,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $119,004
25.1%
Sales of Assets $355,258
74.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $206,113
82.9%
Compensation of Officers* $58,499
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,516,129
Total Liabilities $0
Net Assets $4,516,129
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $58,499 $0

Document Links

990-PF
Filed on Nov. 6, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$394,026
Expenses
$309,624
Net Income
$84,402
Net Assets
$4,266,071
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $170,823
43.4%
Sales of Assets $222,334
56.4%
Other Income $869
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,284
84.4%
Compensation of Officers* $55,782
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,266,071
Total Liabilities $0
Net Assets $4,266,071
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $55,782 $0

Document Links

990-PF
Filed on Nov. 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$492,151
Expenses
$280,980
Net Income
$211,171
Net Assets
$4,206,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $151,015
30.7%
Sales of Assets $340,989
69.3%
Other Income $147
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $234,252
83.4%
Compensation of Officers* $63,474
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,206,999
Total Liabilities $0
Net Assets $4,206,999
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $63,474 $0

Document Links

990-PF
Filed on Nov. 7, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$299,272
Expenses
$261,423
Net Income
$37,849
Net Assets
$3,996,961
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,925
29.4%
Sales of Assets $211,347
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,328
86.2%
Compensation of Officers* $52,803
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 $3,996,962
Total Liabilities $1
Net Assets $3,996,961
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $52,803 $0

Document Links

990-PF
Filed on Oct. 26, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$195,793
Expenses
$309,081
Net Income
-$113,288
Net Assets
$3,959,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $97,928
50.0%
Sales of Assets $97,865
50.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $278,589
90.1%
Compensation of Officers* $43,128
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,959,057
Total Liabilities $1
Net Assets $3,959,056
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $43,128 $0

Document Links

990-PF
Filed on Nov. 7, 2020

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,592
Expenses
$236,415
Net Income
-$34,823
Net Assets
$4,072,637
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $103,877
51.5%
Sales of Assets $97,715
48.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,806
84.9%
Compensation of Officers* $41,345
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,072,637
Total Liabilities $0
Net Assets $4,072,637
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $41,345 $0

Document Links

990-PF
Filed on Nov. 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2018

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 June
2017

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 June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,069
Expenses
$278,775
Net Income
-$95,706
Net Assets
$4,184,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,206
37.3%
Sales of Assets $114,863
62.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,048
90.8%
Compensation of Officers* $38,245
13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,184,166
Total Liabilities $0
Net Assets $4,184,166

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$322,473
Expenses
$286,812
Net Income
$35,661
Net Assets
$4,279,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $162,454
50.4%
Sales of Assets $160,019
49.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,311
88.3%
Compensation of Officers* $38,906
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 $4,279,872
Total Liabilities $0
Net Assets $4,279,872

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$514,827
Expenses
$318,093
Net Income
$196,734
Net Assets
$4,244,211
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $172,509
33.5%
Sales of Assets $342,318
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $298,339
93.8%
Compensation of Officers* $28,993
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 $4,244,211
Total Liabilities $0
Net Assets $4,244,211

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,270
Expenses
$241,311
Net Income
-$120,041
Net Assets
$4,047,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,041
65.2%
Sales of Assets $42,229
34.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $223,398
92.6%
Compensation of Officers* $24,663
10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,047,477
Total Liabilities $0
Net Assets $4,047,477

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$50,545
Expenses
$196,309
Net Income
-$246,854
Net Assets
$4,167,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,816
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $181,171
92.3%
Compensation of Officers* $21,677
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,167,518
Total Liabilities $0
Net Assets $4,167,518

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2011

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 June
2010

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 June
2009

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 June
2008

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2005

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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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About Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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