William Matthes Residuary Trust
William Matthes Residuary Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $441K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $30K.
Key facts about William Matthes Residuary Trust
In short: William Matthes Residuary Trust gave $22K across 3 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6410706
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $22,103
- Grants made (2025)
- 3
- Average grant
- $7,368
- Median grant
- $5,526
- Total assets
- $440,611
- Primary geography
- Pennsylvania (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Quick answers about William Matthes Residuary Trust
How much does William Matthes Residuary Trust give each year?
William Matthes Residuary Trust gave $22K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 3 grants.
What is William Matthes Residuary Trust's typical grant size?
William Matthes Residuary Trust's median grant in 2025 was $5,526, and its average grant was $7,368, across 3 grants on its 2025 IRS Form 990-PF.
Where does William Matthes Residuary Trust give grants?
William Matthes Residuary Trust gives mostly in Pennsylvania: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (50%).
Does William Matthes Residuary Trust give general operating support?
Yes: 100% of William Matthes Residuary Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is William Matthes Residuary Trust?
William Matthes Residuary Trust reported $441K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
How William Matthes Residuary Trust gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with William Matthes Residuary Trust
- How to evaluate William Matthes Residuary Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$441K
+0.8% YoY
Annual Giving
$22K
-2.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
-2.2% YoY
Under IRS private-foundation payout rules, William Matthes Residuary Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
About William Matthes Residuary Trust
Based on IRS filings
William Matthes Residuary Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $441K in total assets. In 2025, it awarded 3 grants totaling $22K. Net investment income was $30K.
Ready to take the next step with William Matthes Residuary Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $440,611 | $437,065 | $440,514 |
| Revenue | $35,071 | $27,538 | $9,393 |
| Expenses | $31,533 | $31,017 | $29,416 |
| Qualifying Distributions | $25,656 | $25,967 | $24,121 |
| Net Investment Income | $29,741 | $22,097 | $4,705 |
| Distributable Amount | $25,562 | $24,450 | $22,646 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY PA DIVISION Hagerstown, MD | GENERAL OPERATING | $11,051 |
| MONTGOMERY COUNTY SPCA Conshohocken, PA | GENERAL OPERATING | $5,526 |
| THE JEFFERSONVILLE PRESBYTERIAN CH Norristown, PA | GENERAL OPERATING | $5,526 |
Leadership & Key People
Officers and directors from IRS filings
William Matthes Residuary Trust's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $9K (2025)
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
Frequently Asked Questions
What is William Matthes Residuary Trust's EIN?
William Matthes Residuary Trust's EIN (Employer Identification Number) is 25-6410706. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.