Merle Selfon Memorial Fund Charitable Tr

Private foundation · Grantmaker Pittsburgh, PA EIN: 38-6814276

Merle Selfon Memorial Fund Charitable Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.7M in total assets. In 2025, it awarded 1 grant totaling $347K. Net investment income was $543K.

Key facts about Merle Selfon Memorial Fund Charitable Tr

In short: Merle Selfon Memorial Fund Charitable Tr gave $347K across 1 grant in 2025 (avg $347K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
38-6814276
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$347,242
Grants made (2025)
1
Average grant
$347,242
Median grant
$347,242
Total assets
$6,660,959
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.7M

+2.8% YoY

Annual Giving

$347K

-4.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$347K

-4.8% YoY

Under IRS private-foundation payout rules, Merle Selfon Memorial Fund Charitable Tr reported a distributable amount of $373K for 2025 — the minimum it must pay out in qualifying distributions.

How Merle Selfon Memorial Fund Charitable Tr gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Lancaster

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $347K (2025) to $402K (2022). In 2025 it made 1 grant totaling $347K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Lancaster County Foundation: $347KLancaster County Foundation$347K

The largest 2025 recipient was Lancaster County Foundation ($347K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lancaster County Foundation Lancaster, PAGeneral Support$347,242

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,660,959$6,481,159$6,531,432
Revenue$594,529$379,370$262,685
Expenses$416,452$429,103$435,727
Qualifying Distributions$359,126$376,367$393,649
Net Investment Income$542,674$329,875$212,054
Distributable Amount$373,140$358,087$327,560

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Added Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  8. IRS filings on file for fiscal years 2019–2023

Leadership & Key People

Officers and directors from IRS filings

Merle Selfon Memorial Fund Charitable Tr's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • PNC Bank N A

    Trustee

    New on the 2025 filing

    1 hr/week

    $59K (2025)

Former officers (1)
  • Former: PNC Bank NA (2019–2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

PNC Bank N a — Trustee: $59KPNC Bank N aTrustee$59K

The highest reported compensation on the 2025 filing was $59K, to PNC Bank N a (Trustee).

Frequently asked questions about Merle Selfon Memorial Fund Charitable Tr

How much does Merle Selfon Memorial Fund Charitable Tr give each year?

Merle Selfon Memorial Fund Charitable Tr gave $347K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $365K across 1 grant.

How large is Merle Selfon Memorial Fund Charitable Tr?

Merle Selfon Memorial Fund Charitable Tr reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $359K in qualifying distributions that year, against a required minimum of $373K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Merle Selfon Memorial Fund Charitable Tr operate?

Merle Selfon Memorial Fund Charitable Tr has awarded grants in Pennsylvania.

What is Merle Selfon Memorial Fund Charitable Tr's EIN?

Merle Selfon Memorial Fund Charitable Tr's EIN (Employer Identification Number) is 38-6814276. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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