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Nonprofit · EIN 15-6018065

COE W H MED & SURG FD ED

Tax-exempt · ITHACA, NY 14851

Financials

$11K$19K2023$65K$36K2024$24K$34K2025
Revenue Expenses · by fiscal year end
Financials of COE W H MED & SURG FD ED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,458$33,808-$9,350$362,240$0$362,240
December 31, 2024990-PF$64,680$36,177$28,503$369,991$0$369,991
December 31, 2023990-PF$10,984$19,467-$8,483$341,715$0$341,715
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,532
Net gain from sales of assets
$14,926

Expenses

Grants and similar amounts paid
$26,592
Compensation of officers, directors and key employees
$4,859
Disbursements for charitable purposes
$28,092
Excise tax on investment income
$261

Balance sheet and other

Total assets, start of year
$369,991
Total assets, end of year
$362,240
Total liabilities, end of year
$0
Net assets, end of year
$362,240
Fair market value of assets
$398,185
Qualifying distributions
$28,092
Net investment income
$24,458

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
TOMPKINS COMMUNITY BANK
118 E SENECA ST 6TH FL, ITHACA, NY 14850
TRUSTEE1$4,859
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,732
TOMPKINS COMMUNITY BANK
118 E SENECA ST 6TH FL, ITHACA, NY 14850
TRUSTEE1$3,717
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$4,369

Address and contacts

Address (IRS master file)
PO BOX 6437, ITHACA, NY 14851-6437
In care of
% BANK OF AMERICA NA
Signed the 990-PF
TAMARA S AMICI, VP AND FID SERV
Phone
(800) 274-4003

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
15-6018065
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
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$362,240
Income (IRS master file)
$181,398

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,458$33,808$362,240IRS
990-PFDecember 2024$64,680$36,177$369,991IRS
990-PFDecember 2023$10,984$19,467$341,715XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 15-6018065).

Questions about COE W H MED & SURG FD ED

What is the EIN of COE W H MED & SURG FD ED?
The employer identification number (EIN) of COE W H MED & SURG FD ED is 15-6018065.
Is COE W H MED & SURG FD ED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to COE W H MED & SURG FD ED tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COE W H MED & SURG FD ED file?
Form 990-PF. Private foundations file every year.
When is the next return of COE W H MED & SURG FD ED 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 COE W H MED & SURG FD ED 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 COE W H MED & SURG FD ED?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,859 (TOMPKINS COMMUNITY BANK, TRUSTEE).
How much revenue does COE W H MED & SURG FD ED have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,458, expenses of $33,808 and total assets of $362,240 at year end.

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