EIN 23-6471389
Anne McCormick Trust Under Will
Trust described in section 4947(a)(2)
This is a split-interest or charitable remainder trust that files as an exempt organization rather than a typical public charity or foundation.
Private foundation
The IRS treats this as a private foundation—typically funded by a family or small group and subject to stricter rules. Donations may still be deductible but often face a 30% AGI limit instead of 60%.
No filing required
The IRS does not require this organization to file an annual information return, based on its exempt category and circumstances.
501(c)(3)
The most common charitable category—includes charities, churches, schools, hospitals, and scientific organizations. Donations are generally tax-deductible if the organization qualifies as a public charity.
In care of Dauphin Deposit Bank & Trust
Buffalo, New York
Financials from tax period ending December 2024
Location
- Street
- PO BOX 1504
- City
- Buffalo
- State
- New York
- ZIP code
- 14240-1504
Financials
- Total assets
- $8,096,716
- Total income
- $2,225,183
- Tax period
- December 2024 The financial figures on this page (assets, income, revenue) come from the tax return ending December 2024. If this date is old, the organization may have filed a newer return that is not yet reflected here.
- Accounting period
- December (fiscal year end) This organization’s fiscal year ends in December. Financial reports and Form 990 filings cover the 12-month period ending in that month each year.
- Asset code
- $5,000,000 to $9,999,999 Based on the most recent Form 990, 990-EZ, or 990-PF on file, this nonprofit’s total assets at year-end fall in the $5,000,000 to $9,999,999 range. This is a broad size category from IRS records—not a precise balance sheet total. See “Total assets” on this page for the exact dollar amount, and “Tax period” to see how current the data is.
- Income code
- $1,000,000 to $4,999,999 The IRS classifies this organization’s income in the $1,000,000 to $4,999,999 range based on its most recent Form 990-series return. IRS “income” uses a specific calculation that may differ from “Total revenue” on the return. See “Total income” for the dollar figure and “Total revenue” for the Part I total.
Classification
- Subsection
- 501(c)(3) — Charitable, religious, educational, scientific, etc. The most common charitable category—includes charities, churches, schools, hospitals, and scientific organizations. Donations are generally tax-deductible if the organization qualifies as a public charity.
- Classification
- Classification 10 (subsection 03) Within its exempt category, the IRS further classifies this organization as: classification 10 (subsection 03). This refines the general 501(c) type—for example, distinguishing a religious organization from a charitable one under 501(c)(3).
- Ruling date
- 0 The month and year the IRS issued the organization’s exemption determination letter, stored as YYYYMM.
- Deductibility code
- Unknown deductibility code (0) The IRS assigned code 0 for this field, but it is not in our reference table. Check IRS Tax Exempt Organization Search for the latest official record.
- Foundation code
- Private non-operating foundation The IRS treats this as a private foundation—typically funded by a family or small group and subject to stricter rules. Donations may still be deductible but often face a 30% AGI limit instead of 60%.
- Activity codes
- Legacy activity code 928 Legacy IRS activity codes from the organization’s original exemption application: legacy activity code 928. These pre-1995 codes have been largely replaced by NTEE codes but may still appear on older records.
- Organization type
- Association This organization is structured as an unincorporated association of members.
- Group exemption
- None This organization is not part of an IRS group exemption. It either holds its own exemption letter or operates independently.
- Affiliation code
- Unknown affiliation code (0) The IRS assigned code 0 for this field, but it is not in our reference table. Check IRS Tax Exempt Organization Search for the latest official record.
- Filing requirement code
- Not required to file (all other) The IRS does not require this organization to file an annual information return, based on its exempt category and circumstances.
- Private foundation filing code
- Form 990-PF required This organization must file Form 990-PF each year—the specialized annual return for private foundations, with additional disclosure and excise tax rules.