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Nonprofit · EIN 03-6057087

EDWALD FUND TR

Tax-exempt · BUFFALO, NY 14240

Financials

$51K$21K2024$21K$36K2025
Revenue Expenses · by fiscal year end
Financials of EDWALD FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$20,740$36,479-$15,739$293,787$0$293,787
December 31, 2024990-PF$50,775$21,146$29,629$309,728$0$309,728
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,740
Net gain from sales of assets
$12,000

Expenses

Grants and similar amounts paid
$28,490
Compensation of officers, directors and key employees
$5,255
Disbursements for charitable purposes
$29,915
Excise tax on investment income
$221

Balance sheet and other

Total assets, start of year
$309,728
Total assets, end of year
$293,787
Total liabilities, end of year
$0
Net assets, end of year
$293,787
Fair market value of assets
$329,601
Qualifying distributions
$29,915
Net investment income
$20,740

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$5,255
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M&T Trust Company
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE0$4,992

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% VERMONT NATIONAL BANK TTEE
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
03-6057087
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$293,787
Income (IRS master file)
$66,215

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$19,145$20,469$265,752IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 EDWALD FUND TR

What is the EIN of EDWALD FUND TR?
The employer identification number (EIN) of EDWALD FUND TR is 03-6057087.
Is EDWALD FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to EDWALD FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWALD FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWALD FUND TR 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 EDWALD FUND TR 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 EDWALD FUND TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,255 (M T TRUST COMPANY, TRUSTEE).
How much revenue does EDWALD FUND TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,740, expenses of $36,479 and total assets of $293,787 at year end.

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