Lewis & Marguerite Herndon Memorial Fund A Trust Uw

Pittsburgh, PA
Tax exemption issued: Aug. 1973
EIN: 61-6063431

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. 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 July
2025

Revenue

$223,192

Expenses

$158,253

Net Income

$64,939

Net Assets

$3,979,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,154	55.6%
Sales of Assets	$99,038	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,407	71.0%
Compensation of Officers*	$49,346	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,979,773
Total Liabilities	$0
Net Assets	$3,979,773

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$49,346	$0

990-PF

Filed on Dec. 11, 2025

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

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Fiscal Year Ending July
2024

Revenue

$227,291

Expenses

$397,982

Net Income

-$170,691

Net Assets

$3,915,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180	0.1%
Interest Revenue	$0
Dividends	$116,088	51.1%
Sales of Assets	$108,387	47.7%
Other Income	$2,636	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$357,519	89.8%
Compensation of Officers*	$46,443	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,915,674
Total Liabilities	$0
Net Assets	$3,915,674

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$46,443	$0

990-PF

Filed on Dec. 11, 2024

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

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Fiscal Year Ending July
2023

Revenue

$46,153

Expenses

$259,417

Net Income

-$213,264

Net Assets

$4,088,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,475	> 100%
Sales of Assets	-$67,351
Other Income	$29	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,025	87.9%
Compensation of Officers*	$44,321	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,088,997
Total Liabilities	$0
Net Assets	$4,088,997

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$44,321	$0

990-PF

Filed on Oct. 23, 2023

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

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XML

Fiscal Year Ending July
2022

Revenue

$343,666

Expenses

$218,715

Net Income

$124,951

Net Assets

$4,302,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,936	29.4%
Sales of Assets	$240,108	69.9%
Other Income	$2,622	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,209	84.2%
Compensation of Officers*	$36,534	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,302,971
Total Liabilities	$0
Net Assets	$4,302,971

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$36,534	$0

990-PF

Filed on May 17, 2023

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

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PDF XML

Fiscal Year Ending July
2021

Revenue

$343,811

Expenses

$236,194

Net Income

$107,617

Net Assets

$4,200,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,543	24.6%
Sales of Assets	$259,268	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,597	89.6%
Compensation of Officers*	$48,373	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,200,749
Total Liabilities	$1
Net Assets	$4,200,748

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$48,373	$0

990-PF

Filed on Dec. 3, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2020

Revenue

-$47,679

Expenses

$235,220

Net Income

-$282,899

Net Assets

$4,098,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,972
Sales of Assets	$0
Other Income	$6,609

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,326	89.8%
Compensation of Officers*	$43,935	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,098,482
Total Liabilities	$1
Net Assets	$4,098,481

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$43,935	$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 July
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 July
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 July
2017

Revenue

$461,473

Expenses

$204,612

Net Income

$256,861

Net Assets

$3,704,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,060	15.6%
Sales of Assets	$386,917	83.8%
Other Income	$2,496	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,364	88.6%
Compensation of Officers*	$39,870	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,704,984
Total Liabilities	$0
Net Assets	$3,704,984

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$39,870	$0

990-PF

Filed on Aug. 18, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2016

Revenue

$287,854

Expenses

$240,488

Net Income

$47,366

Net Assets

$3,448,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,839	22.2%
Sales of Assets	$223,236	77.6%
Other Income	$779	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,329	90.8%
Compensation of Officers*	$39,647	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,448,141
Total Liabilities	$0
Net Assets	$3,448,141

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$39,647	$0

990-PF

Filed on Aug. 18, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2015

Revenue

$254,642

Expenses

$232,818

Net Income

$21,824

Net Assets

$3,402,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,741	27.0%
Sales of Assets	$185,901	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,192	88.1%
Compensation of Officers*	$42,121	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,402,735
Total Liabilities	$0
Net Assets	$3,402,735

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$42,121	$0

990-PF

Filed on June 8, 2016

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

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PDF XML

Fiscal Year Ending July
2014

Revenue

$520,035

Expenses

$209,291

Net Income

$310,744

Net Assets

$3,380,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,405	11.4%
Sales of Assets	$460,630	88.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,173	90.9%
Compensation of Officers*	$26,990	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,380,927
Total Liabilities	$0
Net Assets	$3,380,927

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$26,990	$0

990-PF

Filed on Aug. 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2013

Revenue

$287,059

Expenses

$183,735

Net Income

$103,324

Net Assets

$3,070,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,078	24.1%
Sales of Assets	$217,981	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,812	95.1%
Compensation of Officers*	$14,797	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	$3,070,183
Total Liabilities	$1
Net Assets	$3,070,182

990-PF

Filed on July 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2012

Revenue

$89,862

Expenses

$186,772

Net Income

-$96,910

Net Assets

$2,966,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,432	78.4%
Sales of Assets	$19,430	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,534	94.5%
Compensation of Officers*	$14,330	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,966,859
Total Liabilities	$1
Net Assets	$2,966,858

990

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

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

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated October 22, 2026

Lewis & Marguerite Herndon Memorial Fund A Trust Uw

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002