Nonprofit · EIN 61-1608163
W & T SOTE TUA FBO LUTH HOME
Tax-exempt · BUFFALO, NY 14240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $120,662 | $152,119 | -$31,457 | $1,776,582 | $0 | $1,776,582 |
| October 31, 2024 | 990-PF | $173,268 | $138,102 | $35,166 | $1,808,347 | $0 | $1,808,347 |
| October 31, 2023 | 990-PF | $71,907 | $64,555 | $7,352 | $1,773,169 | $0 | $1,773,169 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $74,493
- Interest
- $6,315
- Net gain from sales of assets
- $39,824
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $129,295
- Compensation of officers, directors and key employees
- $20,805
- Disbursements for charitable purposes
- $129,295
- Excise tax on investment income
- $1,379
Balance sheet and other
- Total assets, start of year
- $1,808,347
- Total assets, end of year
- $1,776,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,776,582
- Fair market value of assets
- $2,981,435
- Qualifying distributions
- $129,295
- Net investment income
- $120,444
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 |
|---|---|---|---|
| MT TRUST COMPANY PO BOX 1504, BUFFALO, NY 14240 | TRUSTEE | 1 | $20,805 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MT BANK 626 COMMERCE DR 3RD FLOOR, AMHERST, NY 14228 | CO-TTEE | 1 | $18,485 |
| CARL E TRETTIN 1339 MONROE AVE, WYOMISSING, PA 19610 | CO-TTEE | 1 | $719 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MT BANK 626 COMMERCE DR 3RD FLOOR, AMHERST, NY 14228 | CO-TTEE | 1 | $17,362 |
| CARL E TRETTIN 1339 MONROE AVE, WYOMISSING, PA 19610 | CO-TTEE | 1 | $2,864 |
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 |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 61-1608163
- 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 (T21)
- Assets (IRS master file)
- $1,776,582
- Income (IRS master file)
- $247,006
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $120,662 | $152,119 | $1,776,582 | XML |
| 990-PF | October 2024 | $173,268 | $138,102 | $1,808,347 | XML |
| 990-PF | October 2023 | $71,907 | $64,555 | $1,773,169 | 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 61-1608163).
Questions about W & T SOTE TUA FBO LUTH HOME
- What is the EIN of W & T SOTE TUA FBO LUTH HOME?
- The employer identification number (EIN) of W & T SOTE TUA FBO LUTH HOME is 61-1608163.
- Is W & T SOTE TUA FBO LUTH HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to W & T SOTE TUA FBO LUTH HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W & T SOTE TUA FBO LUTH HOME file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W & T SOTE TUA FBO LUTH HOME 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 W & T SOTE TUA FBO LUTH HOME 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 W & T SOTE TUA FBO LUTH HOME?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,805 (MT TRUST COMPANY, TRUSTEE).
- How much revenue does W & T SOTE TUA FBO LUTH HOME have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $120,662, expenses of $152,119 and total assets of $1,776,582 at year end.
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