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Nonprofit · EIN 04-6036513

ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK

Tax-exempt · BUFFALO, NY 14240

Financials

$8K$31K2023$62K$31K2024$28K$28K2025
Revenue Expenses · by fiscal year end
Financials of ANNIE F OBER TR FBO FIRST BAPTIST BANK C/O BERVERLY NATIONAL BANK by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$27,658$28,309-$651$496,664$0$496,664
December 31, 2024990$61,839$31,303$30,536$497,276$0$497,276
December 31, 2023990$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.

NameTitleHours / weekCompensation
M&T TRUST COTRUSTEE
Institutional trustee
1$5,576
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M & T BANKTRUSTEE
Institutional trustee
1$5,402
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
M & T BANKTRUSTEE
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.

990 for the year ended December 31, 2025

Program accomplishments

  • FIRST BAPTIST CHURCH
    Expenses $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 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
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

FormYear endedRevenueExpensesAssetsReturn
990December 2025$27,658$28,309$496,664IRS
990December 2024$61,839$31,303$497,276IRS
990December 2023$7,891$30,585$466,860XML
990December 2022$19,699$34,865$489,764IRS
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 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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