Nonprofit · EIN 14-6021197
PETER A WOLFE TRUST UW
Tax-exempt · GOSHEN, NY 10924
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $16,669 | $27,894 | -$11,225 | $124,373 | $0 | $124,373 |
| May 31, 2024 | 990-PF | $12,821 | $2,207 | $10,614 | $135,598 | $0 | $135,598 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $1,458
- Interest
- $3,292
- Net gain from sales of assets
- $11,919
Expenses
- Grants and similar amounts paid
- $25,055
- Disbursements for charitable purposes
- $25,055
- Excise tax on investment income
- $28
Balance sheet and other
- Total assets, start of year
- $135,598
- Total assets, end of year
- $124,373
- Total liabilities, end of year
- $0
- Net assets, end of year
- $124,373
- Fair market value of assets
- $149,908
- Qualifying distributions
- $25,055
- Net investment income
- $4,818
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ORANGE BANK AND TRUST COMPANY 212 DOLSON AVENUE, MIDDLETOWN, NY 10940 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ORANGE BANK AND TRUST COMPANY 212 DOLSON AVENUE, MIDDLETOWN, NY 10940 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 117 GRAND STREET SUITE 100, GOSHEN, NY 10924-1804
- In care of
- % OR COUNTY TRUST
- Signed the 990-PF
- ORANGE BANK AND TRUST COMPANY, TRUSTEE
- Phone
- (845) 341-5025
- Return prepared by
- KKB & N CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 14-6021197
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $124,373
- Income (IRS master file)
- $32,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $16,669 | $27,894 | $124,373 | XML |
| 990-PF | May 2024 | $12,821 | $2,207 | $135,598 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 14-6021197).
Questions about PETER A WOLFE TRUST UW
- What is the EIN of PETER A WOLFE TRUST UW?
- The employer identification number (EIN) of PETER A WOLFE TRUST UW is 14-6021197.
- Is PETER A WOLFE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PETER A WOLFE TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETER A WOLFE TRUST UW due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETER A WOLFE TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of PETER A WOLFE TRUST UW?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PETER A WOLFE TRUST UW have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $16,669, expenses of $27,894 and total assets of $124,373 at year end.
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