Lewis & Marguerite K Herndon Memorial Fund B Tr Ua Nect

Pittsburgh, PA
Tax-exempt since March 1975
EIN: 61-6042421

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Type of Nonprofit

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

Revenue

$129k (2025)

Expenses

$51k (2025)

Total Assets

$2.06M (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

$128,801

Expenses

$51,003

Net Income

$77,798

Net Assets

$2,064,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,237	49.1%
Sales of Assets	$65,564	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,901	50.8%
Compensation of Officers*	$28,573	56.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,064,005
Total Liabilities	$0
Net Assets	$2,064,005

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$28,573	$0

990-PF

Filed on Dec. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$122,873

Expenses

$238,229

Net Income

-$115,356

Net Assets

$1,986,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,281	48.2%
Sales of Assets	$63,592	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,904	90.6%
Compensation of Officers*	$26,966	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,986,021
Total Liabilities	$0
Net Assets	$1,986,021

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$26,966	$0

990-PF

Filed on Dec. 19, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2023

Revenue

$11,170

Expenses

$141,295

Net Income

-$130,125

Net Assets

$2,102,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,019	> 100%
Sales of Assets	-$42,849
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,053	90.6%
Compensation of Officers*	$25,772	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,102,063
Total Liabilities	$0
Net Assets	$2,102,063

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$25,772	$0

990-PF

Filed on Oct. 23, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$62,224

Expenses

$138,831

Net Income

-$76,607

Net Assets

$2,231,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,459	97.2%
Sales of Assets	$1,765	2.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,488	87.5%
Compensation of Officers*	$21,942	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,231,941
Total Liabilities	$0
Net Assets	$2,231,941

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$21,942	$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

$259,346

Expenses

$107,350

Net Income

$151,996

Net Assets

$2,307,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,160	16.6%
Sales of Assets	$215,056	82.9%
Other Income	$1,130	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,888	86.5%
Compensation of Officers*	$28,924	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,307,059
Total Liabilities	$0
Net Assets	$2,307,059

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$28,924	$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

-$21,727

Expenses

$126,461

Net Income

-$148,188

Net Assets

$2,157,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,355
Sales of Assets	$0
Other Income	$5,984

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,322	88.8%
Compensation of Officers*	$26,341	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,157,770
Total Liabilities	$1
Net Assets	$2,157,769

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$26,341	$0

990-PF

Filed on May 26, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

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.
2017

Revenue

$64,119

Expenses

$119,482

Net Income

-$55,363

Net Assets

$1,998,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,444	61.5%
Sales of Assets	$24,675	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,638	84.2%
Compensation of Officers*	$24,050	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	$1,998,144
Total Liabilities	$0
Net Assets	$1,998,144

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$24,050	$0

990-PF

Filed on Nov. 17, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$425,100

Expenses

$123,053

Net Income

$302,047

Net Assets

$2,053,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,114	8.0%
Sales of Assets	$390,986	92.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,477	89.0%
Compensation of Officers*	$23,585	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,053,407
Total Liabilities	$0
Net Assets	$2,053,407

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$23,585	$0

990-PF

Filed on Sept. 7, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$190,592

Expenses

$127,408

Net Income

$63,184

Net Assets

$1,751,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,335	20.1%
Sales of Assets	$152,257	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,185	88.1%
Compensation of Officers*	$24,501	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,751,285
Total Liabilities	$0
Net Assets	$1,751,285

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$24,501	$0

990-PF

Filed on Jan. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$194,976

Expenses

$112,323

Net Income

$82,653

Net Assets

$1,688,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,143	17.5%
Sales of Assets	$160,833	82.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,848	91.6%
Compensation of Officers*	$15,477	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,688,272
Total Liabilities	$0
Net Assets	$1,688,272

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$15,477	$0

990-PF

Filed on April 20, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$127,656

Expenses

$97,848

Net Income

$29,808

Net Assets

$1,605,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,850	29.6%
Sales of Assets	$89,806	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,454	94.5%
Compensation of Officers*	$7,823	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,605,618
Total Liabilities	$1
Net Assets	$1,605,617

990-PF

Filed on March 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$47,377

Expenses

$104,219

Net Income

-$56,842

Net Assets

$1,575,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,020	78.1%
Sales of Assets	$10,357	21.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,398	96.3%
Compensation of Officers*	$7,642	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,575,810
Total Liabilities	$1
Net Assets	$1,575,809

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$70,230

Expenses

$88,822

Net Income

-$18,592

Net Assets

$1,624,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,676	55.1%
Sales of Assets	$31,554	44.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,488	92.9%
Compensation of Officers*	$7,657	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,624,543
Total Liabilities	$1
Net Assets	$1,624,542

990-PF

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

PDF

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2005

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 Aug.
2003

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 Aug.
2002

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 March 23, 2026

Lewis & Marguerite K Herndon Memorial Fund B Tr Ua Nect

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $129k (2025)

Expenses $51k (2025)

Total Assets $2.06M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Revenue

$129k (2025)

Expenses

$51k (2025)

Total Assets

$2.06M (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.
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.
2003

Fiscal Year Ending Aug.
2002