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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-6463842

ROBERT P BRETZ TRUST

Also known as MANUFACTURERS & TRADERS TRUST CO

Tax-exempt · BUFFALO, NY 14240

Financials

$83K$31K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT P BRETZ TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$82,566$30,661$51,905$783,428$0$783,428
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$20,041
Interest
$594
Net gain from sales of assets
$61,931

Expenses

Grants and similar amounts paid
$14,590
Compensation of officers, directors and key employees
$15,804
Disbursements for charitable purposes
$24,072
Excise tax on investment income
$1,056

Balance sheet and other

Total assets, start of year
$731,479
Total assets, end of year
$783,428
Total liabilities, end of year
$0
Net assets, end of year
$783,428
Fair market value of assets
$889,814
Qualifying distributions
$24,072
Net investment income
$82,566

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
M&T TRUST COMPANY
PO BOX 1504, BUFFALO, NY 14240
TRUTSEE1$15,804

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
Signed the 990-PF
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(239) 397-5002
Return prepared by
ERNST & YOUNG US 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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024Check at the IRS

IRS record

EIN
23-6463842
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$783,428
Income (IRS master file)
$226,868

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$82,566$30,661$783,428XML

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 23-6463842).

Questions about ROBERT P BRETZ TRUST

What is the EIN of ROBERT P BRETZ TRUST?
The employer identification number (EIN) of ROBERT P BRETZ TRUST is 23-6463842.
Is ROBERT P BRETZ TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ROBERT P BRETZ TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT P BRETZ TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT P BRETZ TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of ROBERT P BRETZ TRUST?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,804 (M&T TRUST COMPANY, TRUTSEE).
How much revenue does ROBERT P BRETZ TRUST have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $82,566, expenses of $30,661 and total assets of $783,428 at year end.

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