Frances R Jeffress Trust 21 38586

Citizens Fidelity Bank & Tr Co

Pittsburgh, PA
EIN: 61-6020156

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$345k (2025)

Expenses

$79.9k (2025)

Total Assets

$6.14M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 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 Aug.
2025

Revenue

$345,376

Expenses

$79,875

Net Income

$265,501

Net Assets

$6,142,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$180,326	52.2%
Sales of Assets	$165,050	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,231	17.8%
Compensation of Officers*	$67,188	84.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,142,740
Total Liabilities	$0
Net Assets	$6,142,740

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$67,188	$0

990-PF

Filed on Dec. 23, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$364,864

Expenses

$1,149,263

Net Income

-$784,399

Net Assets

$5,876,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$190,262	52.1%
Sales of Assets	$174,593	47.9%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,089,865	94.8%
Compensation of Officers*	$66,225	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,876,637
Total Liabilities	$0
Net Assets	$5,876,637

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$66,225	$0

990-PF

Filed on Dec. 19, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$157,441

Expenses

$411,057

Net Income

-$253,616

Net Assets

$6,661,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$181,799	> 100%
Sales of Assets	-$24,420
Other Income	$62	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,648	84.3%
Compensation of Officers*	$63,447	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,661,540
Total Liabilities	$0
Net Assets	$6,661,540

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$63,447	$0

990-PF

Filed on Dec. 22, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$524,463

Expenses

$373,829

Net Income

$150,634

Net Assets

$6,916,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,267	31.7%
Sales of Assets	$358,196	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,256	80.9%
Compensation of Officers*	$62,884	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,916,773
Total Liabilities	$0
Net Assets	$6,916,773

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$62,884	$0

990-PF

Filed on Jan. 12, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$642,639

Expenses

$298,110

Net Income

$344,529

Net Assets

$6,763,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$150,566	23.4%
Sales of Assets	$492,073	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,079	70.8%
Compensation of Officers*	$73,905	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	$6,763,463
Total Liabilities	$0
Net Assets	$6,763,463

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$73,905	$0

990-PF

Filed on June 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$906,622

Expenses

$404,406

Net Income

$502,216

Net Assets

$6,429,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$161,646	17.8%
Sales of Assets	$744,953	82.2%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$340,470	84.2%
Compensation of Officers*	$63,538	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,429,653
Total Liabilities	$1
Net Assets	$6,429,652

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$63,538	$0

990-PF

Filed on Dec. 7, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$334,830

Expenses

$404,197

Net Income

-$69,367

Net Assets

$5,927,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,612	49.5%
Sales of Assets	$168,029	50.2%
Other Income	$1,189	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,299	85.7%
Compensation of Officers*	$65,168	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,927,437
Total Liabilities	$0
Net Assets	$5,927,437

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$65,168	$0

990-PF

Filed on Sept. 27, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$324,596

Expenses

$392,619

Net Income

-$68,023

Net Assets

$5,997,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,624	46.1%
Sales of Assets	$174,972	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,227	81.8%
Compensation of Officers*	$65,249	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,997,030
Total Liabilities	$0
Net Assets	$5,997,030

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$65,249	$0

990-PF

Filed on Sept. 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
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 Aug.
2016

Revenue

$344,418

Expenses

$389,417

Net Income

-$44,999

Net Assets

$5,920,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,744	36.8%
Sales of Assets	$216,133	62.8%
Other Income	$1,541	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,667	85.4%
Compensation of Officers*	$62,525	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,920,034
Total Liabilities	$0
Net Assets	$5,920,034

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$62,525	$0

990-PF

Filed on Dec. 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$591,055

Expenses

$395,397

Net Income

$195,658

Net Assets

$5,964,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,980	26.6%
Sales of Assets	$433,867	73.4%
Other Income	$208	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,502	83.3%
Compensation of Officers*	$64,930	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,964,606
Total Liabilities	$0
Net Assets	$5,964,606

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$64,930	$0

990-PF

Filed on Dec. 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$530,911

Expenses

$384,456

Net Income

$146,455

Net Assets

$5,602,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50	0.0%
Dividends	$138,610	26.1%
Sales of Assets	$391,702	73.8%
Other Income	$549	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,513	75.3%
Compensation of Officers*	$66,320	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,602,788
Total Liabilities	$0
Net Assets	$5,602,788

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$66,320	$0

990-PF

Filed on Nov. 6, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$826,178

Expenses

$322,977

Net Income

$503,201

Net Assets

$5,442,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111	0.0%
Dividends	$127,612	15.4%
Sales of Assets	$698,428	84.5%
Other Income	$27	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,313	86.8%
Compensation of Officers*	$26,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,442,482
Total Liabilities	$1
Net Assets	$5,442,481

990-PF

Filed on Dec. 14, 2013

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$289,578

Expenses

$334,940

Net Income

-$45,362

Net Assets

$4,939,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70	0.0%
Dividends	$114,956	39.7%
Sales of Assets	$170,833	59.0%
Other Income	$3,719	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,126	87.5%
Compensation of Officers*	$23,930	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,939,281
Total Liabilities	$1
Net Assets	$4,939,280

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$387,998

Expenses

$531,092

Net Income

-$143,094

Net Assets

$4,984,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126	0.0%
Dividends	$102,629	26.5%
Sales of Assets	$245,531	63.3%
Other Income	$39,712	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,531	57.7%
Compensation of Officers*	$27,321	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,984,643
Total Liabilities	$0
Net Assets	$4,984,643

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.

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Types of Nonprofits

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Updated March 23, 2026

Frances R Jeffress Trust 21 38586

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $345k (2025)

Expenses $79.9k (2025)

Total Assets $6.14M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Revenue

$345k (2025)

Expenses

$79.9k (2025)

Total Assets

$6.14M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001