Nonprofit · EIN 22-3374618
MARGUERITE TRAPHAGEN FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $56,345 | $48,183 | $8,162 | $552,461 | $0 | $552,461 |
| June 30, 2025 | 990-PF | $69,739 | $53,835 | $15,904 | $544,300 | $0 | $544,300 |
| June 30, 2024 | 990-PF | $39,311 | $44,817 | -$5,506 | $528,620 | $0 | $528,620 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $18,568
- Net gain from sales of assets
- $37,777
Expenses
- Grants and similar amounts paid
- $33,000
- Compensation of officers, directors and key employees
- $12,384
- Disbursements for charitable purposes
- $38,559
- Excise tax on investment income
- $667
Balance sheet and other
- Total assets, start of year
- $544,300
- Total assets, end of year
- $552,461
- Total liabilities, end of year
- $0
- Net assets, end of year
- $552,461
- Fair market value of assets
- $1,060,168
- Qualifying distributions
- $38,559
- Net investment income
- $56,345
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 101 E RIVER DR, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $12,384 |
| MARTHA WATSON 388 NEWCASTLE ROAD, ROCHESTER, NY 146101334 | CO-TRUSTEE | 1 | $0 |
| JOHN M MURPHY JR 124 CHIMAYO RD, ROCHESTER, NY 146175608 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 101 E RIVER DR, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $11,409 |
| MARTHA WATSON 388 NEWCASTLE ROAD, ROCHESTER, NY 146101334 | CO-TRUSTEE | 1 | $0 |
| JOHN M MURPHY JR 124 CHIMAYO RD, ROCHESTER, NY 146175608 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 101 E RIVER DR, EAST HARTFORD, CT 06108 | CO-TRUSTEE | 1 | $10,292 |
| MARTHA WATSON 388 NEWCASTLE ROAD, ROCHESTER, NY 146101334 | CO-TRUSTEE | 1 | $973 |
| JOHN M MURPHY JR 124 CHIMAYO RD, ROCHESTER, NY 146175608 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET PRIVATE CLIENTS GROUP
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3374618
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31J)
- Assets (IRS master file)
- $552,461
- Income (IRS master file)
- $81,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $56,345 | $48,183 | $552,461 | XML |
| 990-PF | June 2025 | $69,739 | $53,835 | $544,300 | XML |
| 990-PF | June 2024 | $39,311 | $44,817 | $528,620 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 22-3374618).
Questions about MARGUERITE TRAPHAGEN FOUNDATION
- What is the EIN of MARGUERITE TRAPHAGEN FOUNDATION?
- The employer identification number (EIN) of MARGUERITE TRAPHAGEN FOUNDATION is 22-3374618.
- Is MARGUERITE TRAPHAGEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MARGUERITE TRAPHAGEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUERITE TRAPHAGEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE TRAPHAGEN FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGUERITE TRAPHAGEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of MARGUERITE TRAPHAGEN FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $12,384 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does MARGUERITE TRAPHAGEN FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $56,345, expenses of $48,183 and total assets of $552,461 at year end.
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