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Nonprofit · EIN 13-6075849

OTTO SUSSMAN TR UA 5TH PARA 1 UWO

Also known as MILLER ES GLEN C & FLEMING M TTEES

Tax-exempt · JERICHO, NY 11753

Financials

$203K$393K2023$523K$362K2024$278K$359K2025
Revenue Expenses · by fiscal year end
Financials of OTTO SUSSMAN TR UA 5TH PARA 1 UWO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$278,387$358,891-$80,504$6,137,610$0$6,137,610
December 31, 2024990-PF$522,915$361,557$161,358$6,218,114$0$6,218,114
December 31, 2023990-PF$202,543$392,864-$190,321$6,056,756$0$6,056,756
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$213,264
Net gain from sales of assets
$65,123

Expenses

Grants and similar amounts paid
$297,972
Compensation of officers, directors and key employees
$40,044
Disbursements for charitable purposes
$348,504
Excise tax on investment income
$3,865

Balance sheet and other

Total assets, start of year
$6,218,114
Total assets, end of year
$6,137,610
Total liabilities, end of year
$0
Net assets, end of year
$6,137,610
Fair market value of assets
$8,093,433
Qualifying distributions
$348,504
Net investment income
$278,387

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
EDWARD S MILLER
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$13,348
CATHERINE B GLENNON
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$13,348
MARTITA FLEMING
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$13,348
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
EDWARD S MILLER
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$11,014
CATHERINE B GLENNON
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$11,014
MARTITA FLEMING
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$11,014
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
EDWARD S MILLER
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$10,249
CATHERINE B GLENNON
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$10,249
MARTITA FLEMING
C/O FDN ADDRESS, JERICHO, NY 11753
TRUSTEE3$10,249

Address and contacts

Address (IRS master file)
CO 30 JERICHO EXECUTIVE PLAZA, JERICHO, NY 11753-0000
In care of
% BOYCE HUGHES & ASSOCIATES LLP
Signed the 990-PF
CATHERINE B GLENNON, TRUSTEE
Phone
(202) 965-5450
Return prepared by
BOYCE HUGHES & ASSOCIATES 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
13-6075849
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
1948
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,137,610
Income (IRS master file)
$5,307,122

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$278,387$358,891$6,137,610XML
990-PFDecember 2024$522,915$361,557$6,218,114IRS
990-PFDecember 2023$202,543$392,864$6,056,756XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 13-6075849).

Questions about OTTO SUSSMAN TR UA 5TH PARA 1 UWO

What is the EIN of OTTO SUSSMAN TR UA 5TH PARA 1 UWO?
The employer identification number (EIN) of OTTO SUSSMAN TR UA 5TH PARA 1 UWO is 13-6075849.
Is OTTO SUSSMAN TR UA 5TH PARA 1 UWO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
Are donations to OTTO SUSSMAN TR UA 5TH PARA 1 UWO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OTTO SUSSMAN TR UA 5TH PARA 1 UWO file?
Form 990-PF. Private foundations file every year.
When is the next return of OTTO SUSSMAN TR UA 5TH PARA 1 UWO 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 OTTO SUSSMAN TR UA 5TH PARA 1 UWO 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 OTTO SUSSMAN TR UA 5TH PARA 1 UWO?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $13,348 (EDWARD S MILLER, TRUSTEE).
How much revenue does OTTO SUSSMAN TR UA 5TH PARA 1 UWO have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $278,387, expenses of $358,891 and total assets of $6,137,610 at year end.

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