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Nonprofit · EIN 35-6074003

ANNE HUBER TR FBO WHITE INSTITUTE 004063

Tax-exempt · ERIE, PA 16501

Financials

$2K$3K2023$1K$4K2024$1K$3K2025
Revenue Expenses · by fiscal year end
Financials of ANNE HUBER TR FBO WHITE INSTITUTE 004063 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,346$2,564-$1,218$27,600$0$27,600
December 31, 2024990-PF$1,106$3,522-$2,416$28,819$0$28,819
December 31, 2023990-PF$1,903$3,098-$1,195$31,233$0$31,233
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,198
Net gain from sales of assets
$135
Other income
$13

Expenses

Grants and similar amounts paid
$633
Compensation of officers, directors and key employees
$1,002
Disbursements for charitable purposes
$1,134

Balance sheet and other

Total assets, start of year
$28,819
Total assets, end of year
$27,600
Total liabilities, end of year
$0
Net assets, end of year
$27,600
Fair market value of assets
$35,419
Qualifying distributions
$1,134
Net investment income
$1,332

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
Northwest bank
800 State Street suite 500, Erie, PA 47305
TRUSTEE1$1,002
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Northwest bank
800 State Street suite 500, Erie, PA 47305
TRUSTEE1$1,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Northwest bank
800 State Street suite 500, Erie, PA 47305
TRUSTEE1$1,000

Address and contacts

Address (IRS master file)
800 STATE ST STE 500, ERIE, PA 16501-1357
In care of
% MUTUALWEALTH MANAGEMENT GROUP
Signed the 990-PF
MICHAEL T PORSCH, DIVISIONAL VP
Phone
(765) 213-2979
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
35-6074003
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$27,600
Income (IRS master file)
$5,124

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,346$2,564$27,600IRS
990-PFDecember 2024$1,106$3,522$28,819IRS
990-PFDecember 2023$1,903$3,098$31,233XML
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 35-6074003).

Questions about ANNE HUBER TR FBO WHITE INSTITUTE 004063

What is the EIN of ANNE HUBER TR FBO WHITE INSTITUTE 004063?
The employer identification number (EIN) of ANNE HUBER TR FBO WHITE INSTITUTE 004063 is 35-6074003.
Is ANNE HUBER TR FBO WHITE INSTITUTE 004063 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to ANNE HUBER TR FBO WHITE INSTITUTE 004063 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNE HUBER TR FBO WHITE INSTITUTE 004063 file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNE HUBER TR FBO WHITE INSTITUTE 004063 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 ANNE HUBER TR FBO WHITE INSTITUTE 004063 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 ANNE HUBER TR FBO WHITE INSTITUTE 004063?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,002 (Northwest bank, TRUSTEE).
How much revenue does ANNE HUBER TR FBO WHITE INSTITUTE 004063 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,346, expenses of $2,564 and total assets of $27,600 at year end.

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