Margaret Gordon And Walter Estell Lee Trust

  • Pittsburgh, PA
  • Tax exemption issued: June 2018
  • EIN: 25-6728291

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,078
Expenses
$40,712
Net Income
$24,366
Net Assets
$583,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,345
26.7%
Sales of Assets $47,733
73.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,676
77.8%
Compensation of Officers* $12,044
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $583,885
Total Liabilities $0
Net Assets $583,885
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Co-trustee) $8,029 $0
Mervin J Hartman Esq (Co-trustee) $4,015 $0

Document Links

990-PF
Filed on May 8, 2026

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

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,607
Expenses
$37,021
Net Income
-$4,414
Net Assets
$559,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,773
51.4%
Sales of Assets $15,834
48.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,045
75.8%
Compensation of Officers* $11,631
31.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $559,455
Total Liabilities $0
Net Assets $559,455
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $7,754 $0
Mervin J Hartman Esq (Co-trustee) $3,877 $0

Document Links

990-PF
Filed on May 2, 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
$31,607
Expenses
$36,837
Net Income
-$5,230
Net Assets
$564,039
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,082
54.0%
Sales of Assets $13,888
43.9%
Other Income $637
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,140
81.8%
Compensation of Officers* $10,506
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $564,039
Total Liabilities $0
Net Assets $564,039
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $7,004 $0
Mervin J Hartman Esq (Co-trustee) $3,502 $0

Document Links

990-PF
Filed on April 17, 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
$4,384
Expenses
$41,995
Net Income
-$37,611
Net Assets
$568,813
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,916
> 100%
Sales of Assets -$10,532
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,423
79.6%
Compensation of Officers* $11,510
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $568,813
Total Liabilities $0
Net Assets $568,813
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $7,673 $0
Mervin J Hartman Esq (Co-trustee) $3,837 $0

Document Links

990-PF
Filed on April 12, 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
$70,671
Expenses
$38,133
Net Income
$32,538
Net Assets
$605,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,639
23.5%
Sales of Assets $52,497
74.3%
Other Income $1,535
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,392
79.7%
Compensation of Officers* $12,590
33.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $605,448
Total Liabilities $0
Net Assets $605,448
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $8,393 $0
Mervin J Hartman Esq (Co-trustee) $4,197 $0

Document Links

990-PF
Filed on April 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,232
Expenses
$39,958
Net Income
-$13,726
Net Assets
$573,039
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,800
56.4%
Sales of Assets $10,441
39.8%
Other Income $991
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,602
74.1%
Compensation of Officers* $10,558
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 $573,040
Total Liabilities $1
Net Assets $573,039
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $7,039 $0
Mervin J Hartman Esq (Co-trustee) $3,519 $0

Document Links

990-PF
Filed on April 28, 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
$109,244
Expenses
$41,071
Net Income
$68,173
Net Assets
$588,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,040
14.7%
Sales of Assets $93,204
85.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,160
83.2%
Compensation of Officers* $11,541
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $588,182
Total Liabilities $1
Net Assets $588,181
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $7,672 $0
Mervin J Hartman Esq (Co-trustee) $3,869 $0

Document Links

990-PF
Filed on March 30, 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
$51,764
Expenses
$43,757
Net Income
$8,007
Net Assets
$620,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,612
36.0%
Sales of Assets $11,986
23.2%
Other Income $21,166
40.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,134
78.0%
Compensation of Officers* $13,128
30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $620,564
Total Liabilities $0
Net Assets $620,564
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Co-trustee) $8,752 $0
Mervin J Hartman Esq (Co-trustee) $4,376 $0

Document Links

990-PF
Filed on May 1, 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
PDF (2 of 2)

Fiscal Year Ending Dec.
2016

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.
2015

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.
2014

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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