Nonprofit · EIN 16-6464977
MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST
Tax-exempt · BATAVIA, NY 14020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $253,346 | $238,236 | $15,110 | $4,479,721 | $120,579 | $4,359,142 |
| December 31, 2024 | 990-PF | $229,636 | $241,852 | -$12,216 | $4,298,789 | $140,906 | $4,157,883 |
| December 31, 2023 | 990-PF | $82,715 | $238,419 | -$155,704 | $4,175,518 | $150,756 | $4,024,762 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $167,770
- Net gain from sales of assets
- $85,576
Expenses
- Grants and similar amounts paid
- $201,540
- Compensation of officers, directors and key employees
- $11,653
- Disbursements for charitable purposes
- $221,000
- Excise tax on investment income
- $3,279
Balance sheet and other
- Total assets, start of year
- $4,298,789
- Total assets, end of year
- $4,479,721
- Total liabilities, end of year
- $120,579
- Net assets, end of year
- $4,359,142
- Fair market value of assets
- $4,479,721
- Qualifying distributions
- $221,000
- Net investment income
- $253,346
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert H Lowe One Evans Street, Batavia, NY 14020 | Trustee | 1 | $11,653 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H LOWE ONE EVANS ST, BATAVIA, NY 14020 | TRUSTEE | 1 | $11,529 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H LOWE ONE EVANS ST, BATAVIA, NY 14020 | TRUSTEE | 1 | $11,914 |
Address and contacts
- Address (IRS master file)
- C/O WITHUM ONE EVANS STREET, BATAVIA, NY 14020-0000
- In care of
- % WITHUM SMITH & BROWN
- Signed the 990-PF
- Robert Lowe, Trustee
- Phone
- (585) 344-1967
- Return prepared by
- WITHUM SMITH BROWN PC
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6464977
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,479,721
- Income (IRS master file)
- $732,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $253,346 | $238,236 | $4,479,721 | IRS |
| 990-PF | December 2024 | $229,636 | $241,852 | $4,298,789 | XML |
| 990-PF | December 2023 | $82,715 | $238,419 | $4,175,518 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 16-6464977).
Questions about MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST
- What is the EIN of MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST?
- The employer identification number (EIN) of MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST is 16-6464977.
- Is MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST 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 MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST 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 MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,653 (Robert H Lowe, Trustee).
- How much revenue does MARGUERITE D STEWART TOWNSEND CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $253,346, expenses of $238,236 and total assets of $4,479,721 at year end.
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