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Nonprofit · EIN 20-5921672

BRUCE T WILLIAMS FAMILY FOUNDATION

Tax-exempt · AMHERST, NY 14226

Financials

$43K$84K2023$257K$84K2024$705K$87K2025
Revenue Expenses · by fiscal year end
Financials of BRUCE T WILLIAMS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$704,860$87,377$617,483$2,036,652$0$2,036,652
December 31, 2024990-PF$256,594$83,644$172,950$1,419,169$0$1,419,169
December 31, 2023990-PF$42,823$83,937-$41,114$1,246,219$0$1,246,219
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$632,848
Dividends
$47,867
Interest
$680
Net gain from sales of assets
$23,465

Expenses

Grants and similar amounts paid
$70,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$73,171
Excise tax on investment income
$958

Balance sheet and other

Total assets, start of year
$1,419,169
Total assets, end of year
$2,036,652
Total liabilities, end of year
$0
Net assets, end of year
$2,036,652
Fair market value of assets
$2,393,183
Qualifying distributions
$73,171
Net investment income
$80,790

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
PAULA A WELLS
369 FRANKLIN STREET, BUFFALO, NY 14202
PRESIDENT0.25$0
MARK S CARNEY
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0
DALE B DEMYANICK
369 FRANKLIN STREET, BUFFALO, NY 14202
SECRETARY/TREASURER0.25$0
JULIE E KINCAID
369 FRANKLIN STREET, BUFFALO, NY 14202
VICE-PRESIDENT0.25$0
MARK ROUNDS
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
PAULA A WELLS
369 FRANKLIN STREET, BUFFALO, NY 14202
PRESIDENT0.25$0
MARK S CARNEY
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0
DALE B DEMYANICK
369 FRANKLIN STREET, BUFFALO, NY 14202
SECRETARY/TREASURER0.25$0
JULIE E KINCAID
369 FRANKLIN STREET, BUFFALO, NY 14202
VICE-PRESIDENT0.25$0
MARK ROUNDS
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
PAULA A WELLS
369 FRANKLIN STREET, BUFFALO, NY 14202
PRESIDENT0.25$0
MARK S CARNEY
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0
DALE B DEMYANICK
369 FRANKLIN STREET, BUFFALO, NY 14202
SECRETARY/TREASURER0.25$0
JULIE E KINCAID
369 FRANKLIN STREET, BUFFALO, NY 14202
VICE-PRESIDENT0.25$0
MARK ROUNDS
369 FRANKLIN STREET, BUFFALO, NY 14202
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
88 FOUR SEASONS RD W, AMHERST, NY 14226-4245
In care of
% MARK S CARNEY ESQ
Signed the 990-PF
PAULA A WELLS, PRESIDENT
Phone
(716) 856-3300
Return prepared by
LUMSDEN & MCCORMICK 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
20-5921672
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,036,652
Income (IRS master file)
$928,426

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$704,860$87,377$2,036,652XML
990-PFDecember 2024$256,594$83,644$1,419,169XML
990-PFDecember 2023$42,823$83,937$1,246,219XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 20-5921672).

Questions about BRUCE T WILLIAMS FAMILY FOUNDATION

What is the EIN of BRUCE T WILLIAMS FAMILY FOUNDATION?
The employer identification number (EIN) of BRUCE T WILLIAMS FAMILY FOUNDATION is 20-5921672.
Is BRUCE T WILLIAMS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to BRUCE T WILLIAMS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRUCE T WILLIAMS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BRUCE T WILLIAMS FAMILY FOUNDATION 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 BRUCE T WILLIAMS FAMILY FOUNDATION 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 BRUCE T WILLIAMS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BRUCE T WILLIAMS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $704,860, expenses of $87,377 and total assets of $2,036,652 at year end.

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