Nonprofit · EIN 30-6609372
WILSON & RUTH NEAR MEML CHAR TR UW
Tax-exempt · PITTSFORD, NY 14534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $371,797 | $355,741 | $16,056 | $5,650,825 | $0 | $5,650,825 |
| April 30, 2025 | 990-PF | $610,771 | $337,849 | $272,922 | $5,634,770 | $0 | $5,634,770 |
| April 30, 2024 | 990-PF | $131,190 | $298,873 | -$167,683 | $5,361,734 | $0 | $5,361,734 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $208,647
- Interest
- $905
- Net gain from sales of assets
- $162,201
- Other income
- $44
Expenses
- Grants and similar amounts paid
- $307,676
- Compensation of officers, directors and key employees
- $35,139
- Disbursements for charitable purposes
- $329,609
- Excise tax on investment income
- $4,915
Balance sheet and other
- Total assets, start of year
- $5,634,770
- Total assets, end of year
- $5,650,825
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,650,825
- Fair market value of assets
- $7,149,203
- Qualifying distributions
- $329,609
- Net investment income
- $371,797
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CANANDAIGUA NATIONAL BANK TR CO 1150 PITTSFORD VICTOR RD, PITTSFORD, NY 14534 | SUCCESSOR TTEE | 1 | $35,139 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CANANDAIGUA NATIONAL BANK TR CO 1150 PITTSFORD VICTOR RD, PITTSFORD, NY 14534 | SUCCESSOR TTEE | 1 | $33,734 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CANANDAIGUA NATIONAL BANK TR CO 1150 PITTSFORD VICTOR RD, PITTSFORD, NY 14534 | SUCCESSOR TTEE | 1 | $32,203 |
Address and contacts
- Address (IRS master file)
- 1150 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534-3838
- In care of
- % CANANDAIQUA NATL BANK & TR SUCC T
- Signed the 990-PF
- MARY BETH UHLEN, Vice President
- Phone
- (585) 394-6113
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6609372
- 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
- 2020
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X12)
- Assets (IRS master file)
- $5,650,825
- Income (IRS master file)
- $1,443,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $371,797 | $355,741 | $5,650,825 | XML |
| 990-PF | April 2025 | $610,771 | $337,849 | $5,634,770 | XML |
| 990-PF | April 2024 | $131,190 | $298,873 | $5,361,734 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 30-6609372).
Questions about WILSON & RUTH NEAR MEML CHAR TR UW
- What is the EIN of WILSON & RUTH NEAR MEML CHAR TR UW?
- The employer identification number (EIN) of WILSON & RUTH NEAR MEML CHAR TR UW is 30-6609372.
- Is WILSON & RUTH NEAR MEML CHAR TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WILSON & RUTH NEAR MEML CHAR TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILSON & RUTH NEAR MEML CHAR TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILSON & RUTH NEAR MEML CHAR TR UW due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILSON & RUTH NEAR MEML CHAR TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of WILSON & RUTH NEAR MEML CHAR TR UW?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $35,139 (CANANDAIGUA NATIONAL BANK TR CO, SUCCESSOR TTEE).
- How much revenue does WILSON & RUTH NEAR MEML CHAR TR UW have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $371,797, expenses of $355,741 and total assets of $5,650,825 at year end.
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