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Nonprofit · EIN 52-6174408

CARL W SCHAFER TRUST UW

Tax-exempt · BUFFALO, NY 14240

Financials

$81K$91K2023$111K$106K2024$118K$128K2025
Revenue Expenses · by fiscal year end
Financials of CARL W SCHAFER TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$117,638$128,051-$10,413$1,431,280$0$1,431,280
December 31, 2024990-PF (amended)$110,760$105,983$4,777$1,442,793$0$1,442,793
December 31, 2023990-PF$81,361$91,184-$9,823$1,438,923$0$1,438,923
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$68,313
Net gain from sales of assets
$41,840
Other income
$7,485

Expenses

Grants and similar amounts paid
$100,211
Compensation of officers, directors and key employees
$23,378
Disbursements for charitable purposes
$101,711
Excise tax on investment income
$1,185

Balance sheet and other

Total assets, start of year
$1,442,793
Total assets, end of year
$1,431,280
Total liabilities, end of year
$0
Net assets, end of year
$1,431,280
Fair market value of assets
$1,711,371
Qualifying distributions
$101,711
Net investment income
$110,050

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
MANUFACTURERS AND TRADERS TRUST COM
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE1$23,378
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
M AND T TRUST CO
PO BOX 1504, BUFFALO, NY 14240
TRUSTEE1$22,856
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
M AND T BANK
285 DELAWARE AVENUE, BUFFALO, NY 14202
TRUSTEE1$21,774

Address and contacts

Address (IRS master file)
PO BOX 1504, BUFFALO, NY 14240-1504
In care of
% FIRST NATL BK & TR CO OF W MD
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 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
52-6174408
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,431,280
Income (IRS master file)
$300,713

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$117,638$128,051$1,431,280XML
990-PFDecember 2024$110,760$105,983$1,442,793XML
990-PFDecember 2023$81,361$91,184$1,438,923XML
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 52-6174408).

Questions about CARL W SCHAFER TRUST UW

What is the EIN of CARL W SCHAFER TRUST UW?
The employer identification number (EIN) of CARL W SCHAFER TRUST UW is 52-6174408.
Is CARL W SCHAFER TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CARL W SCHAFER TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL W SCHAFER TRUST UW 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 CARL W SCHAFER TRUST UW 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 CARL W SCHAFER TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,378 (MANUFACTURERS AND TRADERS TRUST COM, TRUSTEE).
How much revenue does CARL W SCHAFER TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,638, expenses of $128,051 and total assets of $1,431,280 at year end.

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