H & R Stein Trust

Pittsburgh, PA
Tax-exempt since Dec. 1900
EIN: 25-6094360

Type of Nonprofit

Designated as a 4947(a)(1) 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 Sept.
2025

Revenue

$5,263

Expenses

$6,143

Net Income

-$880

Net Assets

$77,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,451	46.6%
Sales of Assets	$2,762	52.5%
Other Income	$50	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,169	84.1%
Compensation of Officers*	$1,623	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	$77,934
Total Liabilities	$0
Net Assets	$77,934

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$1,623	$0

990-PF

Filed on Feb. 4, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$2,776

Expenses

$5,786

Net Income

-$3,010

Net Assets

$78,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,602	57.7%
Sales of Assets	$1,174	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,739	81.9%
Compensation of Officers*	$1,522	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,812
Total Liabilities	$0
Net Assets	$78,812

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$1,522	$0

990-PF

Filed on Feb. 7, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$8,200

Expenses

$5,501

Net Income

$2,699

Net Assets

$81,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,863	22.7%
Sales of Assets	$6,337	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,542	82.6%
Compensation of Officers*	$1,441	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,824
Total Liabilities	$0
Net Assets	$81,824

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$1,441	$0

990-PF

Filed on Feb. 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$6,036

Expenses

$6,609

Net Income

-$573

Net Assets

$79,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,509	41.6%
Sales of Assets	$3,513	58.2%
Other Income	$14	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,627	85.1%
Compensation of Officers*	$1,637	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,155
Total Liabilities	$0
Net Assets	$79,155

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$1,637	$0

990-PF

Filed on Feb. 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$4,251

Expenses

$5,370

Net Income

-$1,119

Net Assets

$79,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,395	32.8%
Sales of Assets	$2,856	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,246	79.1%
Compensation of Officers*	$1,654	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,747
Total Liabilities	$0
Net Assets	$79,747

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$1,654	$0

990-PF

Filed on Feb. 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$6,214

Expenses

$4,767

Net Income

$1,447

Net Assets

$80,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,572	25.3%
Sales of Assets	$4,642	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,818	80.1%
Compensation of Officers*	$1,416	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$80,866
Total Liabilities	$1
Net Assets	$80,865

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon Na (Trustee)	$1,416	$0

990-PF

Filed on Jan. 26, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$4,936

Expenses

$4,995

Net Income

-$59

Net Assets

$79,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,849	37.5%
Sales of Assets	$3,087	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,040	80.9%
Compensation of Officers*	$1,419	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	$79,419
Total Liabilities	$1
Net Assets	$79,418

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon Na (Trustee)	$1,419	$0

990-PF

Filed on Feb. 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

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 Sept.
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 Sept.
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

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$5,457

Expenses

$6,021

Net Income

-$564

Net Assets

$83,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,762	50.6%
Sales of Assets	$2,695	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,961	82.4%
Compensation of Officers*	$1,489	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$83,111
Total Liabilities	$0
Net Assets	$83,111

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$10,975

Expenses

$6,332

Net Income

$4,643

Net Assets

$83,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,219	20.2%
Sales of Assets	$8,756	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,962	78.4%
Compensation of Officers*	$1,493	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$83,675
Total Liabilities	$0
Net Assets	$83,675

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$12,658

Expenses

$14,584

Net Income

-$1,926

Net Assets

$79,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,466	11.6%
Sales of Assets	$11,192	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,728	87.3%
Compensation of Officers*	$1,404	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,032
Total Liabilities	$0
Net Assets	$79,032

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$2,401

Expenses

$1,750

Net Income

$651

Net Assets

$80,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,540	64.1%
Sales of Assets	$861	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$885	50.6%
Compensation of Officers*	$1,339	76.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$80,958
Total Liabilities	$0
Net Assets	$80,958

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,097

Expenses

$7,828

Net Income

-$5,731

Net Assets

$80,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,617	77.1%
Sales of Assets	$480	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,495	83.0%
Compensation of Officers*	$1,432	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	$80,307
Total Liabilities	$0
Net Assets	$80,307

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

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 Sept.
2009

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 Sept.
2008

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

990

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

PDF

Fiscal Year Ending Sept.
2007

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

990

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

PDF

Fiscal Year Ending Sept.
2006

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

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.

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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 »

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Updated April 20, 2026

H & R Stein Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006