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Nonprofit · EIN 27-3285079

JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013

Tax-exempt · BUFFALO, NY 14240

Financials

$26K$32K2023$58K$38K2024$78K$40K2025
Revenue Expenses · by fiscal year end
Financials of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$78,115$40,303$37,812$766,636$0$766,636
December 31, 2024990$57,765$38,339$19,426$730,832$0$730,832
December 31, 2023990$26,194$31,966-$5,772$711,798$0$711,798
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$78,115
Net gain from sales of assets
$43,721
Other revenue
$0

Expenses

Grants and similar amounts paid
$26,361
Compensation of officers, directors and key employees
$12,400
Salaries, compensation and benefits (total)
$12,400
Professional fundraising fees
$0
Accounting fees
$900
Program services (functional)
$26,361
Management and general (functional)
$13,942

Balance sheet and other

Total assets, start of year
$730,832
Total assets, end of year
$766,636
Total liabilities, end of year
$0
Net assets, end of year
$766,636
Publicly traded securities
$745,234
Gross receipts
$298,384
Employees
0
Year formed
2010
State of legal domicile
VT

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
M&T TRUST COTRUSTEE
Institutional trustee
1$12,400
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M&T BANKTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
M&T BANKTRUSTEE
Institutional trustee
–$9,382

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% PEOPLES UNITED BANK WEALTH MGMT
Principal officer (990 for 2025)
SAME AS BOX C ABOVE
Signed the 990
MANUFACTURERS TRADERS TRUST CO, SVP
Phone
(239) 397-5002
Return prepared by
ERNST & YOUNG US LLP

Mission

To support non profit organizations as designated in the trust document.

990 for the year ended December 31, 2025

Program accomplishments

  • VISITING NURSE ASSOCIATION AND HOSPICE
    Expenses $9,214 · grants $9,214
  • OLD PARISH CHURCH
    Expenses $6,581 · grants $6,581
  • SPRINGFIELD HOSPITAL
    Expenses $2,668 · grants $2,668
  • Expenses $7,898 · grants $7,898

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-3285079
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$766,636
Income (IRS master file)
$298,384

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$78,115$40,303$766,636IRS
990December 2024$57,765$38,339$730,832IRS
990December 2023$26,194$31,966$711,798XML
990December 2022$56,304$24,205$717,697IRS
990December 2021–––IRS
990December 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 27-3285079).

Questions about JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013

What is the EIN of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013?
The employer identification number (EIN) of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 is 27-3285079.
Is JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 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 JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013?
The 990 for the year ended December 31, 2025 names SAME AS BOX C ABOVE.
Who are the officers and directors of JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,400 (M&T TRUST CO, TRUSTEE).
How much revenue does JANE & ARTHUR BRATTON CHARITABLE REMAINDER ANNUITY TRUST 43V406013 have?
On its 990 for the year ended December 31, 2025 it reported revenue of $78,115, expenses of $40,303 and total assets of $766,636 at year end.

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