Nonprofit · EIN 04-6036513
ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK
Tax-exempt · BUFFALO, NY 14240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $27,658 | $28,309 | -$651 | $496,664 | $0 | $496,664 |
| December 31, 2024 | 990 | $61,839 | $31,303 | $30,536 | $497,276 | $0 | $497,276 |
| December 31, 2023 | 990 | $7,891 | $30,585 | -$22,694 | $466,860 | $0 | $466,860 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $27,658
- Net gain from sales of assets
- $11,379
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,554
- Compensation of officers, directors and key employees
- $5,576
- Salaries, compensation and benefits (total)
- $5,576
- Professional fundraising fees
- $0
- Accounting fees
- $1,775
- Program services (functional)
- $20,554
- Management and general (functional)
- $7,755
Balance sheet and other
- Total assets, start of year
- $497,276
- Total assets, end of year
- $496,664
- Total liabilities, end of year
- $0
- Net assets, end of year
- $496,664
- Publicly traded securities
- $478,687
- Gross receipts
- $54,716
- Employees
- 0
- Year formed
- 1959
- State of legal domicile
- MA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M&T TRUST CO | TRUSTEE Institutional trustee | 1 | $5,576 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M & T BANK | TRUSTEE Institutional trustee | 1 | $5,402 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M & T BANK | TRUSTEE Institutional trustee | – | $5,176 |
Address and contacts
- Address (IRS master file)
- PO BOX 1504, BUFFALO, NY 14240-1504
- In care of
- % THE BEVERLY NATIONAL BANK
- 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
The mission of the organization is to provide financial and operational support to its supported charitable organization in furtherance of its exempt purposes.
Program accomplishments
- FIRST BAPTIST CHURCHExpenses $20,554 · grants $20,554
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6036513
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $496,664
- Income (IRS master file)
- $54,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $27,658 | $28,309 | $496,664 | IRS |
| 990 | December 2024 | $61,839 | $31,303 | $497,276 | IRS |
| 990 | December 2023 | $7,891 | $30,585 | $466,860 | XML |
| 990 | December 2022 | $19,699 | $34,865 | $489,764 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 04-6036513).
Questions about ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK
- What is the EIN of ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK?
- The employer identification number (EIN) of ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK is 04-6036513.
- Is ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK 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 ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK 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 ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK 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 ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK?
- The 990 for the year ended December 31, 2025 names SAME AS BOX C ABOVE.
- Who are the officers and directors of ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,576 (M&T TRUST CO, TRUSTEE).
- How much revenue does ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $27,658, expenses of $28,309 and total assets of $496,664 at year end.
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