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Nonprofit · EIN 14-6109603

IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR

Tax-exempt · MILLBROOK, NY 12545

Financials

$110K$40K2023$72K$57K2024$98K$68K2025
Revenue Expenses · by fiscal year end
Financials of IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$97,941$68,320$29,621$602,046$0$602,046
May 31, 2025990-PF$72,053$56,992$15,061$572,425$0$572,425
May 31, 2024990-PF$109,565$40,101$69,464$557,560$196$557,364
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$24,881
Net gain from sales of assets
$73,060

Expenses

Grants and similar amounts paid
$48,076
Compensation of officers, directors and key employees
$3,597
Disbursements for charitable purposes
$53,362
Excise tax on investment income
$1,170

Balance sheet and other

Total assets, start of year
$572,425
Total assets, end of year
$602,046
Total liabilities, end of year
$0
Net assets, end of year
$602,046
Fair market value of assets
$1,494,475
Qualifying distributions
$53,362
Net investment income
$97,941

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF MILLBROOK
P O BOX 1447, MILLBROOK, NY 12545
TRUSTEE0.8$3,597
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF MILLBROOK
P O BOX 1447, MILLBROOK, NY 12545
TRUSTEE0.8$2,413
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF MILLBROOK
P O BOX 1447, MILLBROOK, NY 12545
TRUSTEE0.8$2,286

Address and contacts

Address (IRS master file)
PO BOX 1447, MILLBROOK, NY 12545-1447
In care of
% BANK OF MILLBROOK TTEE
Signed the 990-PF
MEREDITH M TIEDEMANN, SR VP/TRUST OFFICER
Phone
(845) 677-4266
Return prepared by
KIRSHON & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
14-6109603
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
1980
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$602,046
Income (IRS master file)
$103,781

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$97,941$68,320$602,046XML
990-PFMay 2025$72,053$56,992$572,425XML
990-PFMay 2024$109,565$40,101$557,560XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 14-6109603).

Questions about IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR

What is the EIN of IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR?
The employer identification number (EIN) of IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR is 14-6109603.
Is IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR file?
Form 990-PF. Private foundations file every year.
When is the next return of IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,597 (BANK OF MILLBROOK, TRUSTEE).
How much revenue does IRENE K WILCOX ESTATE FBO TOWN OF MILAN TR have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $97,941, expenses of $68,320 and total assets of $602,046 at year end.

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