Nonprofit · EIN 36-4668880
WILLIAM SOTE FOUNDATION
Also known as MANUFACTURERS & TRADERS TR COMPANY
Tax-exempt · BUFFALO, NY 14240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $221,359 | $276,049 | -$54,690 | $3,197,274 | $0 | $3,197,274 |
| October 31, 2024 | 990-PF | $266,428 | $251,059 | $15,369 | $3,252,625 | $0 | $3,252,625 |
| October 31, 2023 | 990-PF | $128,808 | $113,988 | $14,820 | $3,237,027 | $0 | $3,237,027 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $138,945
- Interest
- $6,112
- Net gain from sales of assets
- $76,161
- Other income
- $141
Expenses
- Grants and similar amounts paid
- $234,522
- Compensation of officers, directors and key employees
- $38,253
- Disbursements for charitable purposes
- $234,522
- Excise tax on investment income
- $2,532
Balance sheet and other
- Total assets, start of year
- $3,252,625
- Total assets, end of year
- $3,197,274
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,197,274
- Fair market value of assets
- $5,481,410
- Qualifying distributions
- $234,522
- Net investment income
- $221,210
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MANUFACTURERS TRADERS TRUST CO PO BOX 1504, BUFFALO, NY 14240 | Co-trustee | 1 | $38,253 |
| CARL E TRETTIN 1339 MONROE AVE, WYOMISSING, PA 19610 | Co-trustee | 1 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MT BANK 626 COMMERCE DRIVE - 3RD FLOOR, AMHERST, NY 14228 | CO-TTEE | 1 | $28,510 |
| CARL E TRETTIN 1339 MONROE AVE, WYOMISSING, PA 19610 | CO-TTEE | 1 | $5,248 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MT BANK 626 COMMERCE DRIVE - 3RD FLOOR, AMHERST, NY 14228 | CO-TTEE | 1 | $30,354 |
| CARL E TRETTIN 1339 MONROE AVE, WYOMISSING, PA 19610 | CO-TTEE | 1 | $5,256 |
Address and contacts
- Address (IRS master file)
- PO BOX 1504, BUFFALO, NY 14240-1504
- In care of
- % M & T BANK
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4668880
- 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
- 2011
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,197,274
- Income (IRS master file)
- $457,145
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $221,359 | $276,049 | $3,197,274 | XML |
| 990-PF | October 2024 | $266,428 | $251,059 | $3,252,625 | XML |
| 990-PF | October 2023 | $128,808 | $113,988 | $3,237,027 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 36-4668880).
Questions about WILLIAM SOTE FOUNDATION
- What is the EIN of WILLIAM SOTE FOUNDATION?
- The employer identification number (EIN) of WILLIAM SOTE FOUNDATION is 36-4668880.
- Is WILLIAM SOTE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WILLIAM SOTE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM SOTE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM SOTE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM SOTE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of WILLIAM SOTE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $38,253 (MANUFACTURERS TRADERS TRUST CO, Co-trustee).
- How much revenue does WILLIAM SOTE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $221,359, expenses of $276,049 and total assets of $3,197,274 at year end.
Other nonprofits in BUFFALO
- COMMUNITY FOUNDATION FOR GREATER BUFFALO INC EIN 22-2743917 · last filed 990 for 2024
- ROSWELL PARK ALLIANCE FOUNDATION EIN 16-1391608 · last filed 990 for 2025
- CATHOLIC CHARITIES OF BUFFALO EIN 16-0743251 · last filed 990 for 2025
- FNUB INC EIN 16-1537468 · last filed 990 for 2025
- UNITED WAY OF BUFFALO AND ERIE COUNTY EIN 16-0743969 · last filed 990 for 2025
- MARGARET D AND JEREMY M JACOBS FAMILY FOUNDATION EIN 93-3116080 · last filed 990-PF for 2024
- THE BISON CHILDRENS SCHOLARSHIP FUND INC EIN 16-1477288 · last filed 990 for 2025
- TOWER FAMILY FUND INC EIN 20-5848514 · last filed 990-PF for 2025
All nonprofits in BUFFALO · New York · Philanthropy, voluntarism and grantmaking foundations