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Nonprofit · EIN 16-6374433

WILMURT CHARITABLE TR

Also known as SCHLUTER NANCY H TTEE

Tax-exempt · SYRACUSE, NY 13202

Financials

$11K$2K2024$6K$9K2025
Revenue Expenses · by fiscal year end
Financials of WILMURT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,538$8,595-$3,057$104,330$0$104,330
December 31, 2024990-PF$11,309$1,860$9,449$107,387$0$107,387
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100
Dividends
$4,960
Net gain from sales of assets
$478

Expenses

Grants and similar amounts paid
$6,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,500
Excise tax on investment income
$76

Balance sheet and other

Total assets, start of year
$107,387
Total assets, end of year
$104,330
Total liabilities, end of year
$0
Net assets, end of year
$104,330
Fair market value of assets
$169,595
Qualifying distributions
$6,500
Net investment income
$5,438

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
FRANK CLARK
300 SOUTH STATE STREET STE 410, SYRACUSE, NY 13202
TRUSTEE1$0
ANNE ROSE
235 E 22ND ST APT 13A, NEW YORK, NY 10010
TRUSTEE1$0
DANIEL JOSEPHSON
110 ELM STREET, WESTFIELD, NY 14787
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
FRANK CLARK
300 SOUTH STATE STREET STE 410, SYRACUSE, NY 13202
TRUSTEE1$0
ANNE ROSE
235 E 22ND ST APT 13A, NEW YORK, NY 10010
TRUSTEE1$0
DANIEL JOSEPHSON
110 ELM STREET, WESTFIELD, NY 14787
TRUSTEE1$0

Address and contacts

Address (IRS master file)
300 S STATE ST STE 410, SYRACUSE, NY 13202-2060
In care of
% FRANK CLARK
Signed the 990-PF
FRANK CLARK, TRUSTEE
Phone
(315) 701-5990
Return prepared by
D'ARCANGELO & CO 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
16-6374433
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$104,330
Income (IRS master file)
$5,538

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,538$8,595$104,330IRS
990-PFDecember 2024$11,309$1,860$107,387IRS
990-PFDecember 2023$4,560$8,456$97,938IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WILMURT CHARITABLE TR

What is the EIN of WILMURT CHARITABLE TR?
The employer identification number (EIN) of WILMURT CHARITABLE TR is 16-6374433.
Is WILMURT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to WILMURT CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILMURT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WILMURT CHARITABLE TR 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 WILMURT CHARITABLE TR 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 WILMURT CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WILMURT CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,538, expenses of $8,595 and total assets of $104,330 at year end.

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