Nonprofit · EIN 03-6020099
MORTIMER R PROCTOR TR SEC IX
Also known as VERMONT NATIONAL BANK
Tax-exempt · BUFFALO, NY 14240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $215,908 | $175,783 | $40,125 | $3,720,879 | $0 | $3,720,879 |
| December 31, 2024 | 990-PF | $167,386 | $178,330 | -$10,944 | $3,679,033 | $0 | $3,679,033 |
| December 31, 2023 | 990-PF | $238,275 | $221,554 | $16,721 | $3,692,322 | $0 | $3,692,322 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $116,106
- Net gain from sales of assets
- $99,772
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $135,025
- Compensation of officers, directors and key employees
- $31,697
- Disbursements for charitable purposes
- $142,251
- Excise tax on investment income
- $2,586
Balance sheet and other
- Total assets, start of year
- $3,679,033
- Total assets, end of year
- $3,720,879
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,720,879
- Fair market value of assets
- $4,349,670
- Qualifying distributions
- $142,251
- Net investment income
- $215,908
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M&T TRUST CO PO BOX 1504, BUFFALO, NY 14240 | TRUSTEE | 1 | $31,697 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M&T BANK PO BOX 1504, BUFFALO, NY 14240 | CO-TRUSTEE | 1 | $30,266 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M&T BANK 1100 NORTH MARKET STREET, WILMINGTON, DE 19890 | CO-TRUSTEE | 1 | $29,100 |
Address and contacts
- Address (IRS master file)
- PO BOX 1504, BUFFALO, NY 14240-1504
- In care of
- % PEOPLES UNITED 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 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 | 990-PF 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
- 03-6020099
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,720,879
- Income (IRS master file)
- $774,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $215,908 | $175,783 | $3,720,879 | IRS |
| 990-PF | December 2024 | $167,386 | $178,330 | $3,679,033 | IRS |
| 990-PF | December 2023 | $238,275 | $221,554 | $3,692,322 | 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 03-6020099).
Questions about MORTIMER R PROCTOR TR SEC IX
- What is the EIN of MORTIMER R PROCTOR TR SEC IX?
- The employer identification number (EIN) of MORTIMER R PROCTOR TR SEC IX is 03-6020099.
- Is MORTIMER R PROCTOR TR SEC IX tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to MORTIMER R PROCTOR TR SEC IX tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORTIMER R PROCTOR TR SEC IX file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORTIMER R PROCTOR TR SEC IX 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 MORTIMER R PROCTOR TR SEC IX 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 MORTIMER R PROCTOR TR SEC IX?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $31,697 (M&T TRUST CO, TRUSTEE).
- How much revenue does MORTIMER R PROCTOR TR SEC IX have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $215,908, expenses of $175,783 and total assets of $3,720,879 at year end.
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