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Nonprofit · EIN 23-6869261

THOMAS & JOSEPHINE NEADY TRUST NO 2022

Tax-exempt · BUFFALO, NY 14240

Financials

$9K$11K2023$6K$9K2024$9K$9K2025
Revenue Expenses · by fiscal year end
Financials of THOMAS & JOSEPHINE NEADY TRUST NO 2022 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,451$9,008$443$90,750$0$90,750
December 31, 2024990-PF$5,927$9,123-$3,196$90,297$0$90,297
December 31, 2023990-PF$8,744$10,527-$1,783$93,494$0$93,494
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,421
Interest
$83
Net gain from sales of assets
$5,945
Other income
$2

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$3,450
Disbursements for charitable purposes
$5,500
Excise tax on investment income
$83

Balance sheet and other

Total assets, start of year
$90,297
Total assets, end of year
$90,750
Total liabilities, end of year
$0
Net assets, end of year
$90,750
Fair market value of assets
$125,135
Qualifying distributions
$5,500
Net investment income
$9,449

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
M T TRUST COMPANY
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE1$3,450
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M T TRUST COMPANY
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE1$3,450
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
M T TRUST COMPANY
626 COMMERCE DRIVE 3RD FL, AMHERST, NY 14228
TRUSTEE1$3,450

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% M & T INVESTMENT GROUP
Signed the 990-PF
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(800) 278-5141
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 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
23-6869261
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$90,750
Income (IRS master file)
$17,623

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,451$9,008$90,750IRS
990-PFDecember 2024$5,927$9,123$90,297IRS
990-PFDecember 2023$8,744$10,527$93,494XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-6869261).

Questions about THOMAS & JOSEPHINE NEADY TRUST NO 2022

What is the EIN of THOMAS & JOSEPHINE NEADY TRUST NO 2022?
The employer identification number (EIN) of THOMAS & JOSEPHINE NEADY TRUST NO 2022 is 23-6869261.
Is THOMAS & JOSEPHINE NEADY TRUST NO 2022 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to THOMAS & JOSEPHINE NEADY TRUST NO 2022 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS & JOSEPHINE NEADY TRUST NO 2022 file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS & JOSEPHINE NEADY TRUST NO 2022 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 THOMAS & JOSEPHINE NEADY TRUST NO 2022 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 THOMAS & JOSEPHINE NEADY TRUST NO 2022?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,450 (M T TRUST COMPANY, TRUSTEE).
How much revenue does THOMAS & JOSEPHINE NEADY TRUST NO 2022 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,451, expenses of $9,008 and total assets of $90,750 at year end.

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