Nonprofit · EIN 16-6379904
R B M FOUNDATION TRUST
Also known as SECREST MARGERY ET AL TTEES
Tax-exempt · BINGHAMTON, NY 13902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $130,422 | $79,240 | $51,182 | $1,239,594 | $44 | $1,239,550 |
| September 30, 2024 | 990-PF | $86,114 | $56,169 | $29,945 | $1,188,868 | $500 | $1,188,368 |
| September 30, 2023 | 990-PF | $54,966 | $68,214 | -$13,248 | $1,158,673 | $250 | $1,158,423 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $59,987
- Dividends
- $44,001
- Net gain from sales of assets
- $26,434
Expenses
- Grants and similar amounts paid
- $68,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $68,925
- Excise tax on investment income
- $839
Balance sheet and other
- Total assets, start of year
- $1,188,868
- Total assets, end of year
- $1,239,594
- Total liabilities, end of year
- $44
- Net assets, end of year
- $1,239,550
- Fair market value of assets
- $1,765,614
- Qualifying distributions
- $68,925
- Net investment income
- $70,435
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H WEDLAKE ESQ 700 SECURITY MUTUAL BUILDING, BINGHAMTON, NY 13902 | PRESIDENT | 0 | $0 |
| BETH WESTFALL ESQ 99 CORPORATE DRIVE, BINGHAMTON, NY 13904 | VICE PRESIDENT | 0 | $0 |
| JILL ANDREWS 429 HURD ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| DANA JONES 95 MAPLE ROW ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| TOMI STEWART PO BOX 225, NINEVEH, NY 13813 | TRUSTEE | 0 | $0 |
| GARY COWER 104 LOVEJOY ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| SCOTT JONES 453 MARTIN HILL ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H WEDLAKE ESQ 700 SECURITY MUTUAL BUILDING, BINGHAMTON, NY 13902 | PRESIDENT | 0 | $0 |
| BETH WESTFALL ESQ 99 CORPORATE DRIVE, BINGHAMTON, NY 13904 | VICE PRESIDENT | 0 | $0 |
| JILL ANDREWS 429 HURD ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| DANA JONES 95 MAPLE ROW ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| TOMI STEWART PO BOX 225, NINEVEH, NY 13813 | TRUSTEE | 0 | $0 |
| GARY COWER 104 LOVEJOY ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| SCOTT JONES 453 MARTIN HILL ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H WEDLAKE ESQ 700 SECURITY MUTUAL BUILDING, BINGHAMTON, NY 13902 | PRESIDENT | 0 | $0 |
| BETH WESTFALL ESQ 99 CORPORATE DRIVE, BINGHAMTON, NY 13904 | VICE PRESIDENT | 0 | $0 |
| JILL ANDREWS 429 HURD ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| DANA JONES 95 MAPLE ROW ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| TOMI STEWART PO BOX 225, NINEVEH, NY 13813 | TRUSTEE | 0 | $0 |
| GARY COWER 104 LOVEJOY ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
| SCOTT JONES 453 MARTIN HILL ROAD, HARPURSVILLE, NY 13787 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5250, BINGHAMTON, NY 13902-5250
- In care of
- % ROBERT WEDLAKE
- Signed the 990-PF
- ROBERT WEDLAKE, PRESIDENT
- Phone
- (607) 231-6855
- Return prepared by
- VIEIRA & ASSOCIATES CPAS 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 16-6379904
- 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
- 1994
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,239,594
- Income (IRS master file)
- $185,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $130,422 | $79,240 | $1,239,594 | IRS |
| 990-PF | September 2024 | $86,114 | $56,169 | $1,188,868 | XML |
| 990-PF | September 2023 | $54,966 | $68,214 | $1,158,673 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 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 16-6379904).
Questions about R B M FOUNDATION TRUST
- What is the EIN of R B M FOUNDATION TRUST?
- The employer identification number (EIN) of R B M FOUNDATION TRUST is 16-6379904.
- Is R B M FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to R B M FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R B M FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R B M FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R B M FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of R B M FOUNDATION TRUST?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does R B M FOUNDATION TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $130,422, expenses of $79,240 and total assets of $1,239,594 at year end.
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