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Nonprofit · EIN 03-6010182

HARRIET M SHERMAN TR UW

Tax-exempt · BUFFALO, NY 14240

Financials

$196K$99K2023$162K$103K2024$121K$150K2025
Revenue Expenses · by fiscal year end
Financials of HARRIET M SHERMAN TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$120,641$150,223-$29,582$2,321,731$0$2,321,731
December 31, 2024990$161,615$103,310$58,305$2,349,444$0$2,349,444
December 31, 2023990$196,070$98,841$97,229$2,292,079$0$2,292,079
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$120,641
Net gain from sales of assets
$42,668
Other revenue
$0

Expenses

Grants and similar amounts paid
$104,462
Compensation of officers, directors and key employees
$40,762
Salaries, compensation and benefits (total)
$40,762
Professional fundraising fees
$0
Accounting fees
$4,105
Program services (functional)
$104,462
Management and general (functional)
$45,761

Balance sheet and other

Total assets, start of year
$2,349,444
Total assets, end of year
$2,321,731
Total liabilities, end of year
$0
Net assets, end of year
$2,321,731
Publicly traded securities
$2,269,594
Gross receipts
$527,318
Employees
0
Year formed
1901
State of legal domicile
VT

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
M & T TRUST COMPANYTRUSTEE
Institutional trustee
1$40,762
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M & T TRUST COMPANYTRUSTEE
Institutional trustee
–$25,514
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PEOPLES UNITED BANK N ATRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% PEOPLES UNITED BANK NA WEALTH MGM
Principal officer (990 for 2025)
SAME AS BOX C ABOVE
Signed the 990
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(239) 397-5002
Return prepared by
ERNST & YOUNG US LLP

Mission

Trust operates exclusively to make distributions to the New England Kurn Hattin Homes, also known as the Kurn Hattin Homes for Children, in Westminster, Vermont, for the permanent support and maintenance of the said institution.

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORT FOR NEW ENGLAND KURN HATTIN HOMES
    Expenses $104,462 · grants $104,462

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
03-6010182
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,321,731
Income (IRS master file)
$527,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$120,641$150,223$2,321,731IRS
990December 2024$161,615$103,310$2,349,444IRS
990December 2023$196,070$98,841$2,292,079XML
990December 2022$126,299$99,875$2,194,200IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 03-6010182).

Questions about HARRIET M SHERMAN TR UW

What is the EIN of HARRIET M SHERMAN TR UW?
The employer identification number (EIN) of HARRIET M SHERMAN TR UW is 03-6010182.
Is HARRIET M SHERMAN TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to HARRIET M SHERMAN TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does HARRIET M SHERMAN TR UW file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HARRIET M SHERMAN TR UW due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARRIET M SHERMAN TR UW last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of HARRIET M SHERMAN TR UW?
The 990 for the year ended December 31, 2025 names SAME AS BOX C ABOVE.
Who are the officers and directors of HARRIET M SHERMAN TR UW?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $40,762 (M & T TRUST COMPANY, TRUSTEE).
How much revenue does HARRIET M SHERMAN TR UW have?
On its 990 for the year ended December 31, 2025 it reported revenue of $120,641, expenses of $150,223 and total assets of $2,321,731 at year end.

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