M Robertson Ta Succ Tr Conn

National City Bank Of Pa Tr Tax Div
  • Pittsburgh, PA
  • EIN: 25-6079941

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
$6,159
Expenses
$3,647
Net Income
$2,512
Net Assets
$46,711
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,967
31.9%
Sales of Assets $4,145
67.3%
Other Income $47
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,806
76.9%
Compensation of Officers* $1,051
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,711
Total Liabilities $0
Net Assets $46,711
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,051 $0

Document Links

990-PF
Filed on April 21, 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
$2,175
Expenses
$3,940
Net Income
-$1,765
Net Assets
$44,224
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,821
83.7%
Sales of Assets $354
16.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,281
83.3%
Compensation of Officers* $989
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,224
Total Liabilities $0
Net Assets $44,224
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $989 $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
$7,907
Expenses
$7,225
Net Income
$682
Net Assets
$46,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,616
20.4%
Sales of Assets $5,661
71.6%
Other Income $630
8.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,090
84.3%
Compensation of Officers* $966
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,027
Total Liabilities $0
Net Assets $46,027
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $966 $0

Document Links

990-PF
Filed on May 3, 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
$2,262
Expenses
$1,007
Net Income
$1,255
Net Assets
$45,372
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,378
60.9%
Sales of Assets $884
39.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $499
49.6%
Compensation of Officers* $999
99.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,372
Total Liabilities $0
Net Assets $45,372
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $999 $0

Document Links

990-PF
Filed on May 11, 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
$2,360
Expenses
$3,437
Net Income
-$1,077
Net Assets
$44,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,811
76.7%
Sales of Assets $546
23.1%
Other Income $3
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,949
85.8%
Compensation of Officers* $976
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,115
Total Liabilities $1
Net Assets $44,114
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $976 $0

Document Links

990-PF
Filed on April 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,516
Expenses
$1,535
Net Income
$981
Net Assets
$45,219
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,652
65.7%
Sales of Assets $864
34.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,032
67.2%
Compensation of Officers* $886
57.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,220
Total Liabilities $1
Net Assets $45,219
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $886 $0

Document Links

990-PF
Filed on March 6, 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
$4,839
Expenses
$7,868
Net Income
-$3,029
Net Assets
$44,239
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,524
31.5%
Sales of Assets $3,315
68.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,255
92.2%
Compensation of Officers* $918
11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,239
Total Liabilities $0
Net Assets $44,239
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $918 $0

Document Links

990-PF
Filed on April 4, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
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 Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,151
Expenses
$3,388
Net Income
-$1,237
Net Assets
$44,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,329
61.8%
Sales of Assets $819
38.1%
Other Income $3
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,917
86.1%
Compensation of Officers* $914
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,829
Total Liabilities $0
Net Assets $44,829
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $914 $0

Document Links

990-PF
Filed on April 26, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,183
Expenses
$3,404
Net Income
-$221
Net Assets
$46,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,381
43.4%
Sales of Assets $1,802
56.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,883
84.7%
Compensation of Officers* $908
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,064
Total Liabilities $0
Net Assets $46,064
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $908 $0

Document Links

990-PF
Filed on April 22, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,690
Expenses
$2,970
Net Income
-$280
Net Assets
$46,283
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,403
52.2%
Sales of Assets $1,287
47.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,482
83.6%
Compensation of Officers* $936
31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,283
Total Liabilities $0
Net Assets $46,283
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $936 $0

Document Links

990-PF
Filed on April 25, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,694
Expenses
$3,393
Net Income
-$699
Net Assets
$46,562
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,362
50.6%
Sales of Assets $1,332
49.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,617
77.1%
Compensation of Officers* $1,500
44.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,562
Total Liabilities $0
Net Assets $46,562
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $1,500 $0

Document Links

990-PF
Filed on April 15, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,548
Expenses
$2,818
Net Income
-$1,270
Net Assets
$47,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,441
93.1%
Sales of Assets $107
6.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,050
72.7%
Compensation of Officers* $1,500
53.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $47,261
Total Liabilities $1
Net Assets $47,260

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,674
Expenses
$3,109
Net Income
-$1,435
Net Assets
$48,530
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,544
92.2%
Sales of Assets $130
7.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,350
75.6%
Compensation of Officers* $1,500
48.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $48,531
Total Liabilities $1
Net Assets $48,530

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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-PF

Primary tax return for a private foundation'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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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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