Stone Isaac V Ud Res Tr

EIN 23-6292998 • Pittsburgh, PA

Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

-12%

Higher net margin than 30% of similar nonprofits.

<$500k nonprofits • Source year 2025

$9,200

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

<$500k nonprofits • Source year 2025

-0.8%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

73%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$432,202

Down $3,535 (-0.8%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

Down

$432,202

Down $3,535 (-0.8%) from 2024

Operations

Liabilities / Revenue66th percentile Net Margin30th percentile

Revenue

$27,087

Up $11,452 (+73%) from 2024

Expenses

Down

$30,420

Down $2,620 (-7.9%) from 2024

Net Income

-$3,333

Up $14,072 (+81%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$432,202

Liabilities$0

Net Assets$432,202

Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$27,087

Expenses$30,420

Net Income-$3,333

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $432,202
Liabilities: $0
Net assets: $432,202
Revenue: $27,087
Expenses: $30,420
Net income: -$3,333

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.27	$0.30	$0.03
2024Detailed filing. Detailed filing data is available for this year.	$4.36	$0.00	$4.36	$0.16	$0.33	$0.17
2023Detailed filing. Detailed filing data is available for this year.	$4.53	$0.00	$4.53	$0.45	$0.33	$0.13
2022Detailed filing. Detailed filing data is available for this year.	$4.41	$0.00	$4.41	$0.42	$0.34	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$4.33	$0.00	$4.33	$0.21	$0.33	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$4.42	$0.00	$4.42	$0.30	$0.34	$0.04

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Oct 21, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay87th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BNY MELLON N A	Trustee	-	$9,200	-	$9,200

Filing and Contact Details

Filer

Filer Name: Stone Isaac V Ud Res Tr
EIN: 23-6292998
Phone: 8888055689
Address: BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name: Michael Stagis
Title: Vice President
Phone: 8888055689
Signed: 2025-10-21
Discuss with paid preparer: Yes

Preparer

Firm: Pwc US Tax Llp
Address: 301 GRANT STREET, PITTSBURGH, PA 15219
Preparer: Daniel Waltman
Phone: 4123556000

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	24900
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	26573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	4269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	2596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	8095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	24900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	10691
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	12364
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	299
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CY PENDING SALES
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	266
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	97
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND TIMING ADJ
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STONE ISAAC V UD RES TR
ReturnHeader/Filer/BusinessNameControlTxt	0	STON
ReturnHeader/Filer/EIN	0	236292998
ReturnHeader/Filer/PhoneNum	0	8888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	BNY MELLON NA - PO BOX 185
ReturnHeader/Filer/USAddress/CityNm	0	PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-11-10T10:01:33-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

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