Stimmel Margaret B Trust Uw

Private foundation · Grantmaker Pittsburgh, PA EIN: 23-6594488

Stimmel Margaret B Trust Uw is a private foundation focused on Education, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $360K in total assets. In 2025, it awarded 1 grant totaling $40K. Net investment income was $21K.

Key facts about Stimmel Margaret B Trust Uw

In short: Stimmel Margaret B Trust Uw gave $40K across 1 grant in 2025 (avg $40K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-6594488
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,255
Grants made (2025)
1
Average grant
$40,255
Median grant
$40,255
Total assets
$360,093
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

$360K

-5.9% YoY

Annual Giving

$40K

Grant Count

1

Avg Grant Size

$40K

Under IRS private-foundation payout rules, Stimmel Margaret B Trust Uw reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

How Stimmel Margaret B Trust Uw gives

  • Giving grew 112% from 2022 to 2025. Method
  • In 2025 it paid out 189% of its IRS minimum distribution (the 5% rule). 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

Kutztown

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2020 1 grant2021 1 grant2022 1 grant2023 0 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $14K (2021) to $40K (2025). In 2025 it made 1 grant totaling $40K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 grant to individuals Recipients not named —$40,255

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$360,093$382,600$383,186
Revenue$25,738$7,485$40,866
Expenses$48,274$8,033$26,535
Qualifying Distributions$43,462$2,963$21,776
Net Investment Income$20,537$3,503$36,702
Distributable Amount$22,981$21,702$19,664

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Stimmel Margaret B Trust Uw's only listed officer is BNY Mellon N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • BNY Mellon N A

    Trustee

    On filings since 2021

    1 hr/week

    $8K (2021) → $8K (2025)

Former officers (1)
  • Former: BNY Mellon NA (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

BNY Mellon N a — Trustee: $8KBNY Mellon N aTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to BNY Mellon N a (Trustee).

Frequently asked questions about Stimmel Margaret B Trust Uw

How much does Stimmel Margaret B Trust Uw give each year?

Stimmel Margaret B Trust Uw gave $40K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is Stimmel Margaret B Trust Uw?

Stimmel Margaret B Trust Uw reported $360K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).

What is Stimmel Margaret B Trust Uw?

Stimmel Margaret B Trust Uw is a private foundation focused on Education, based in Pittsburgh, PA. It holds $360K in total assets as of 2025.

Where does Stimmel Margaret B Trust Uw operate?

Stimmel Margaret B Trust Uw has awarded grants in Pennsylvania.

What is Stimmel Margaret B Trust Uw's EIN?

Stimmel Margaret B Trust Uw's EIN (Employer Identification Number) is 23-6594488. IRS Form 990 filing data is available on this page for 2020–2025.

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

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