Nonprofit · EIN 46-4871866
PATHSTONE FOUNDATION
Tax-exempt (reinstated) · ROCHESTER, NY 14607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $6,445 | $26,083 | -$19,638 | $374,612 | $77,790 | $296,822 |
| September 30, 2024 | 990 | $176,396 | $174,513 | $1,883 | $371,325 | $86,874 | $284,451 |
| September 30, 2023 | 990 | $515,410 | $402,481 | $112,929 | $917,314 | $186,714 | $730,600 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $6,445
Expenses
- Grants and similar amounts paid
- $12,500
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $7,865
- Other expenses
- $5,718
- Program services (functional)
- $18,217
Balance sheet and other
- Total assets, start of year
- $371,325
- Total assets, end of year
- $374,612
- Total liabilities, end of year
- $77,790
- Net assets, end of year
- $296,822
- Cash, savings and investments
- $18,703
- Gross receipts
- $6,445
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-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Fernando Santiago | Chair/Director | 0.1 | $0 |
| Alex Castro | Director, Ex Officio | 0.1 | $0 |
| Ruperto Montero | CFO of PathStone Corp | 0.1 | $0 |
| Fabricio Morales | Director | 0.1 | $0 |
| Shaun Hakiel | Director | 0.1 | $0 |
| Ralph Sinistro | Director | 0.1 | $0 |
| Patrick Tobin | Director | 0.1 | $0 |
| Hilda Rosario Escher | Director | 0.1 | $0 |
| Kathleen Greeley Through 625 | Director | 0.1 | $0 |
| Orlando Ortiz | Director | 0.1 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alex Castro | Director, Ex Officio Trustee or director | 0.1 | $0 | $256,751 | $15,762 |
| Ruperto Montero | CFO of PathStone Corp Officer | 0.1 | $0 | $251,816 | $15,863 |
| Fernando Santiago | Chair/Director Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Fabricio Morales | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Shaun Hakiel | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Ralph Sinistro | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Patrick Tobin | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Hilda Rosario Escher | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Kathleen Greeley | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Orlando Ortiz | Director Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alex Castro | Director, Ex Officio Trustee or director | 0.1 | $0 | $243,302 | $13,494 |
| Ruperto Montero | Treasurer and CFO Officer | 2 | $0 | $209,888 | $12,063 |
| Les Kernan | Secretary Officer | 0.1 | $0 | $191,447 | $5,743 |
| Stuart Mitchell | Executive Director (through 04/2023) Officer | 40 | $0 | $190,070 | $468 |
| Fernando Santiago | Chair/Director Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Margaret A Sanchez | Vice-Chair/Director Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Clayton Osborne | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Adam Smith | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Fabricio Morales | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Jennifer Townsend | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Alex Robinson | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Shaun Hakiel | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Isha Torres | Executive Director (starting 04/2023) Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 EAST AVE, ROCHESTER, NY 14607-1910
- Signed the 990-EZ
- Ruperto Montero, Chief Financial Officer
- Phone
- (585) 340-3368
- Website
- pathstone.foundation
- Return prepared by
- Heveron & Company CPAs PLLC
Mission
To support the activities and mission of PathStone Corporation
Program accomplishments
- PathStone Foundation operates to raise funds to support the activities and mission of PathStone Corporation, a visionary, diverse organization empowering individuals, families and communities to attain economic and social resources for building better lives.Expenses $18,217 · grants $12,500
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 46-4871866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- September
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $374,612
- Income (IRS master file)
- $6,445
Revocation and reinstatement
- Exemption revoked
- February 15, 2021
- Posted by the IRS
- October 11, 2021
- Reinstated
- Effective February 15, 2021
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $6,445 | $26,083 | $374,612 | XML |
| 990 | September 2024 | $176,396 | $174,513 | $371,325 | XML |
| 990 | September 2023 | $515,410 | $402,481 | $917,314 | XML |
| 990 | September 2022 | $1,157,460 | $1,186,180 | $711,925 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 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 46-4871866).
Questions about PATHSTONE FOUNDATION
- What is the EIN of PATHSTONE FOUNDATION?
- The employer identification number (EIN) of PATHSTONE FOUNDATION is 46-4871866.
- Is PATHSTONE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on February 15, 2021 and reinstated it effective February 15, 2021.
- Are donations to PATHSTONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PATHSTONE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PATHSTONE FOUNDATION 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 PATHSTONE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of PATHSTONE FOUNDATION?
- The 990-EZ for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PATHSTONE FOUNDATION have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $6,445, expenses of $26,083 and total assets of $374,612 at year end.
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