Herbert A Stein Trust Dated 8 4 77 Fbo University Of Pittsburgh Pa

Paul J Thomas Ttee

Pittsburgh, PA
Tax-exempt since Sept. 2014
EIN: 34-6791037

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$25k (2024)

Expenses

$27.5k (2024)

Total Assets

$456k (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

$25,038

Expenses

$27,503

Net Income

-$2,465

Net Assets

$456,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,520	54.0%
Sales of Assets	$11,518	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,003	80.0%
Compensation of Officers*	$6,490	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	$456,075
Total Liabilities	$0
Net Assets	$456,075

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$6,490	$0

990-PF

Filed on April 26, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$10,249

Expenses

$27,222

Net Income

-$16,973

Net Assets

$458,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,968	> 100%
Sales of Assets	-$2,041
Other Income	$322	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,224	89.0%
Compensation of Officers*	$5,787	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,223
Total Liabilities	$0
Net Assets	$458,223

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$5,787	$0

990-PF

Filed on April 16, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,941

Expenses

$30,141

Net Income

-$26,200

Net Assets

$474,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,744	> 100%
Sales of Assets	-$6,803
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,102	86.6%
Compensation of Officers*	$5,985	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$474,007
Total Liabilities	$0
Net Assets	$474,007

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,985	$0

990-PF

Filed on April 12, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$42,683

Expenses

$30,348

Net Income

$12,335

Net Assets

$501,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,030	30.5%
Sales of Assets	$29,168	68.3%
Other Income	$485	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,688	87.9%
Compensation of Officers*	$7,050	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,187
Total Liabilities	$0
Net Assets	$501,187

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$7,050	$0

990-PF

Filed on March 28, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$17,820

Expenses

$26,342

Net Income

-$8,522

Net Assets

$488,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,195	68.4%
Sales of Assets	$3,257	18.3%
Other Income	$2,368	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,635	85.9%
Compensation of Officers*	$6,078	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,796
Total Liabilities	$1
Net Assets	$488,795

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$6,078	$0

990-PF

Filed on April 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$43,958

Expenses

$33,001

Net Income

$10,957

Net Assets

$498,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,641	28.8%
Sales of Assets	$31,317	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,475	71.1%
Compensation of Officers*	$5,886	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$498,274
Total Liabilities	$1
Net Assets	$498,273

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,886	$0

990-PF

Filed on March 16, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$182,466

Expenses

$25,911

Net Income

$156,555

Net Assets

$487,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,778	5.4%
Sales of Assets	$171,395	93.9%
Other Income	$1,293	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,254	85.9%
Compensation of Officers*	$5,125	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$487,313
Total Liabilities	$0
Net Assets	$487,313

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,125	$0

990-PF

Filed on April 19, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$33,918

Expenses

$24,489

Net Income

$9,429

Net Assets

$330,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,202	30.1%
Sales of Assets	$23,696	69.9%
Other Income	$20	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,174	86.5%
Compensation of Officers*	$6,498	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$330,758
Total Liabilities	$0
Net Assets	$330,758

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$6,498	$0

990-PF

Filed on April 13, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$15,650

Expenses

$27,692

Net Income

-$12,042

Net Assets

$321,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,303	59.4%
Sales of Assets	$6,347	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,824	89.6%
Compensation of Officers*	$5,340	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$321,330
Total Liabilities	$0
Net Assets	$321,330

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,340	$0

990-PF

Filed on May 8, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$24,049

Expenses

$24,939

Net Income

-$890

Net Assets

$333,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,748	36.4%
Sales of Assets	$15,301	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,975	88.1%
Compensation of Officers*	$5,305	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$333,372
Total Liabilities	$0
Net Assets	$333,372

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,305	$0

990-PF

Filed on May 6, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$27,394

Expenses

$23,035

Net Income

$4,359

Net Assets

$334,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,778	35.7%
Sales of Assets	$17,616	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,115	87.3%
Compensation of Officers*	$5,368	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,262
Total Liabilities	$0
Net Assets	$334,262

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$5,368	$0

990-PF

Filed on April 30, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$20,764

Expenses

$23,290

Net Income

-$2,526

Net Assets

$329,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,872	33.1%
Sales of Assets	$13,892	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,849	89.5%
Compensation of Officers*	$4,882	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$329,902
Total Liabilities	$0
Net Assets	$329,902

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$11,371

Expenses

$20,821

Net Income

-$9,450

Net Assets

$332,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,659	49.8%
Sales of Assets	$5,712	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,524	89.0%
Compensation of Officers*	$4,194	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$332,427
Total Liabilities	$1
Net Assets	$332,426

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$10,804

Expenses

$22,456

Net Income

-$11,652

Net Assets

$341,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,466	59.8%
Sales of Assets	$4,338	40.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,618	96.3%
Compensation of Officers*	$3,213	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,702
Total Liabilities	$1
Net Assets	$341,701

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
2008

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

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.

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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

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Updated March 23, 2026

Herbert A Stein Trust Dated 8 4 77 Fbo University Of Pittsburgh Pa

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $25k (2024)

Expenses $27.5k (2024)

Total Assets $456k (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

Document Links

990-PF

Revenue

$25k (2024)

Expenses

$27.5k (2024)

Total Assets

$456k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008