Nonprofit · EIN 82-1086976
WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST
Tax-exempt · ONEONTA, NY 13820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $190,009 | $178,497 | $11,512 | $2,617,865 | $0 | $2,617,865 |
| December 31, 2023 | 990-PF | $109,782 | $230,079 | -$120,297 | $2,564,181 | $0 | $2,564,181 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $88,624
- Interest
- $35,375
- Net gain from sales of assets
- $66,010
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,000
- Excise tax on investment income
- $2,641
Balance sheet and other
- Total assets, start of year
- $2,564,181
- Total assets, end of year
- $2,617,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,617,865
- Fair market value of assets
- $3,199,915
- Qualifying distributions
- $135,000
- Net investment income
- $190,009
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH MOUBRAY 57 FAIR ST, NORWICH, NY 13815 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH MOUBRAY 57 FAIR ST, NORWICH, NY 13815 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 SOUTHSIDE DR, ONEONTA, NY 13820-3202
- In care of
- % ELIZABETH J MOUBRAY
- Signed the 990-PF
- ELIZABETH MOUBRAY, TRUSTEE
- Phone
- (617) 316-1027
- Return prepared by
- LITMANGERSON ASSOCIATES 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-1086976
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,617,865
- Income (IRS master file)
- $754,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $190,009 | $178,497 | $2,617,865 | IRS |
| 990-PF | December 2023 | $109,782 | $230,079 | $2,564,181 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 82-1086976).
Questions about WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST
- What is the EIN of WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST is 82-1086976.
- Is WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WILLIAM RAYMOND MOTZ FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $190,009, expenses of $178,497 and total assets of $2,617,865 at year end.
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