Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 03-6004932

E J PROCTOR ORMSBEE FUND

Also known as PEOPLES UNITED BANK WEALTH

Tax-exempt · BUFFALO, NY 14240

Financials

$16K$45K2024
Revenue Expenses · by fiscal year end
Financials of E J PROCTOR ORMSBEE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$15,709$44,977-$29,268$379,968$0$379,968
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$13,768
Net gain from sales of assets
$1,941

Expenses

Grants and similar amounts paid
$35,739
Compensation of officers, directors and key employees
$8,432
Disbursements for charitable purposes
$36,248
Excise tax on investment income
$100

Balance sheet and other

Total assets, start of year
$405,780
Total assets, end of year
$379,968
Total liabilities, end of year
$0
Net assets, end of year
$379,968
Fair market value of assets
$492,087
Qualifying distributions
$36,248
Net investment income
$15,684

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
M&T Bank
1100 NORTH MARKET STREET, WILMINGTON, DE 198900001
TRUSTEE1$8,432

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
Signed the 990-PF
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(802) 786-5503
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
03-6004932
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$379,968
Income (IRS master file)
$27,092

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025–––IRS
990-PFJune 2024$21,064$15,495$405,780IRS
990-PFJune 2023-$12,317$37,603$401,463IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about E J PROCTOR ORMSBEE FUND

What is the EIN of E J PROCTOR ORMSBEE FUND?
The employer identification number (EIN) of E J PROCTOR ORMSBEE FUND is 03-6004932.
Is E J PROCTOR ORMSBEE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to E J PROCTOR ORMSBEE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E J PROCTOR ORMSBEE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of E J PROCTOR ORMSBEE FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did E J PROCTOR ORMSBEE FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of E J PROCTOR ORMSBEE FUND?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,432 (M&T Bank, TRUSTEE).
How much revenue does E J PROCTOR ORMSBEE FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $15,709, expenses of $44,977 and total assets of $379,968 at year end.

Other nonprofits in BUFFALO

All nonprofits in BUFFALO · New York