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Nonprofit · EIN 03-6032482

FRANK W AGAN TRUST FBO LUDLOW VT

Also known as 43V187019

Tax-exempt · BUFFALO, NY 14240

Financials

$12K$15K2023$20K$15K2024$23K$16K2025
Revenue Expenses · by fiscal year end
Financials of FRANK W AGAN TRUST FBO LUDLOW VT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$23,227$16,400$6,827$256,585$0$256,585
December 31, 2024990-PF$20,023$14,992$5,031$249,755$0$249,755
December 31, 2023990-PF$12,247$15,332-$3,085$245,011$0$245,011
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,588
Net gain from sales of assets
$15,639

Expenses

Grants and similar amounts paid
$12,264
Compensation of officers, directors and key employees
$2,526
Disbursements for charitable purposes
$13,417
Excise tax on investment income
$290

Balance sheet and other

Total assets, start of year
$249,755
Total assets, end of year
$256,585
Total liabilities, end of year
$0
Net assets, end of year
$256,585
Fair market value of assets
$299,816
Qualifying distributions
$13,417
Net investment income
$23,227

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
M T TRUST COMPANY
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE1$2,526
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M&T BANK
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE0$2,441
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
M&T BANK
1100 NORTH MARKET STREET, WILMINGTON, DE 19890
TRUSTEE0$2,336

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% PEOPLES UNITED BANK NA WEALTH
Signed the 990-PF
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(239) 397-5002
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 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
03-6032482
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
December
Files
Form 990-PF
Assets (IRS master file)
$256,585
Income (IRS master file)
$64,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$23,227$16,400$256,585IRS
990-PFDecember 2024$20,023$14,992$249,755IRS
990-PFDecember 2023$12,247$15,332$245,011XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 03-6032482).

Questions about FRANK W AGAN TRUST FBO LUDLOW VT

What is the EIN of FRANK W AGAN TRUST FBO LUDLOW VT?
The employer identification number (EIN) of FRANK W AGAN TRUST FBO LUDLOW VT is 03-6032482.
Is FRANK W AGAN TRUST FBO LUDLOW VT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to FRANK W AGAN TRUST FBO LUDLOW VT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANK W AGAN TRUST FBO LUDLOW VT file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK W AGAN TRUST FBO LUDLOW VT 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 FRANK W AGAN TRUST FBO LUDLOW VT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FRANK W AGAN TRUST FBO LUDLOW VT?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,526 (M T TRUST COMPANY, TRUSTEE).
How much revenue does FRANK W AGAN TRUST FBO LUDLOW VT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,227, expenses of $16,400 and total assets of $256,585 at year end.

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