M & T CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- M & T CHARITABLE FOUNDATION (EIN 16-1448017)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-18
- IRS object ID
- 202611699349100201
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-18T05:54:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NWSTE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161448017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CARMEN MAGISTRO | InCareOfNm |
| Business Name Control | M&TC | BusinessNameControlTxt |
| Phone | 7168487303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT PLAZA 6TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUGUST CHIASERA | PersonNm |
| Person Title | COB/PRES. DIRECTOR | PersonTitleTxt |
| Phone | 7168487303 | PhoneNum |
| Signature | 2026-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2026-06-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $183,448,465 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $378,462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $378,462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,663,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,663,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $763,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,608 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,208,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,208,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $458,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $458,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $285,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $285,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $798,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $458,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $285,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,258,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,149,727 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,056,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $458,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,434,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,847,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,749,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$50 | CashBOYAmt |
| Cash EOY | -$50 | CashEOYAmt |
| Cash EOYFMV | -$50 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,565,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,414,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,414,942 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $132,656,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,033,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,033,573 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $182,221,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,448,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,448,465 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $970,575 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $876,721 | AccountsPayableEOYAmt |
| Grants Payable BOY | $59,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $237,365 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,029,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,124,086 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $175,501,341 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $179,574,379 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,691,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,750,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,192,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,324,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $182,221,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,448,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,192,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,847,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,979,982 | OtherIncreasesAmt |
| Subtotal | $182,324,379 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $182,324,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $763,070 | GrossSalesPriceAmt |
| Cost Or Other Basis | $596,462 | CostOrOtherBasisAmt |
| Gain Or Loss | $166,608 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $166,608 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,608 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,124 | SubtotalAmt |
| Tax Based On Investment Income | $52,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $58,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $158 | EsPenaltyAmt |
| Overpayment | $5,718 | OverpaymentAmt |
| Applied To ES Tax | $5,718 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MTB.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMEN MAGISTRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184646144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT CENTER12TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL T KEEGAN | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | PRESIDENT, DIRECTOR UNTIL 7/31 | 4.0 | $0 | $0 | $0 |
| DOMINIQUE C GOSS | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| DURGHAM ALYASIRI | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| CASSANDRA BELL | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| DARYL N BIBLE | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY BIGONETTE | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| APRIL BIRMINGHAM | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| PAIGE BLANSFIELD | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| SARAH BURNETT | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| GABBY CALABRESE | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOSEPH B CASSIDY | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, GRANTS MANAGER | 40.0 | $0 | $0 | $0 |
| BRADLEY J DOSSINGER | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| DONALD J ELICK | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, PRGRM DIRECTOR | 40.0 | $0 | $0 | $0 |
| KAREN GAIBO | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| SCOTT GRAHAM | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOEL JAQUEZ | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| LIA MARTINO | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KRISTIN NEBRAL | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, TREASURER | 1.0 | $0 | $0 | $0 |
| KATIE O'CONNOR | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| TYRE ROBINSON | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, DIRECTOR | 1.0 | $0 | $0 | $0 |
| KATIE ROCKS | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RAJWINDER SANGHERA | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KATHY SCHIRING | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| ED SIDOR III | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, ASST TREASURER | 1.0 | $0 | $0 | $0 |
| JADA THORNTON | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JULIANNE URBAN | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT, DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALISSA M VITI | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| MARIE KING | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | SECRETARY | 0.03 | $0 | $0 | $0 |
| MARGARET M RITTLING | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | ASSISTANT CORPORATE SECRETARY | 1.0 | $0 | $0 | $0 |
| STEPHEN T WILSON | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
| AUGUST CHIASERA | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | PRESIDENT, DIRECTOR ASOF 8/1 | 4.0 | $0 | $0 | $0 |
| KEVIN PEARSON | ||||||||
| ONE MT PLAZA 6TH FLOOR | BUFFALO | NY | 14240 | DIRECTOR LEFT DURING 2025 | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 198900001 | INVESTMENT MANAGER | $458,331 |
| VERSAIC INC | |||||
| 32 W 25TH AVE SUITE 203 | SAN MATEO | CA | 94403 | GRANT MGMT SOFTWARE | $285,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,910,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,198,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $167,109,251 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $167,109,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,506,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,602,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,230,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,230,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,124 | TotalTaxAmt |
| Distributable Before Adj | $8,178,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,178,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,178,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,434,838 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,434,838 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,178,007 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $29,031,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,426,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,236,297 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,502,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,454,053 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,651,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,434,838 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,178,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,256,831 | RemainingDistriFromCorpusAmt |
| Total Corpus | $211,907,907 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,031,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,876,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,426,804 | ExcessFromYear4Amt |
| Excess From Year3 | $39,236,297 | ExcessFromYear3Amt |
| Excess From Year2 | $34,502,907 | ExcessFromYear2Amt |
| Excess From Year1 | $44,454,053 | ExcessFromYear1Amt |
| Excess From Current Year | $36,256,831 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOE CASSIDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MAIN STREET 12TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168483804 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE: HTTPS://WWW.MTB.COM/ABOUT-US/GETTING-INVOLVED/GIVING-BACK/CHARITABLE-F OUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: HTTPS://WWW.MTB.COM/ABOUT-US/GETTING-INVOLVED/GIVING-BACK/CHARITABLE-F OUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT PLAZA 6TH FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | THE M&T CHARITABLE FOUNDATION STRIVES TO STRENGTHEN COMMUNITIES BY PROVIDING SUPPORT FOR A DIVERSE RANGE OF CIVIC, CULTURAL, HEALTH AND HUMAN SERVICE ORGANIZATIONS THROUGH GRANTS. | GrantOrContributionPurposeTxt |
| Amt | $44,387,117 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,387,117 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,462 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,663,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,208,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,208,261 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MT BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT PLAZA | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROKERAGE PORTFOLIO | $0 | $0 |
| GROWTH AND INCOME FUND | $2,253,078 | $2,253,078 |
| ESG EQUITY STRATEGY | $0 | $0 |
| ESG BALANCED FUND STRATEGY | $579,338 | $579,338 |
| MUTUAL FUNDS & EFTS CUSTODY | $125,507,984 | $125,507,984 |
| PUCF E MASS | $19,693,173 | $19,693,173 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT MANAGEMENT SOFTWARE | Desc |
| Revenue And Expenses Per Books | $285,111 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $285,111 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $11,979,982 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $237,365 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $458,331 | Amt |
| Net Investment Income | $458,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT FED TAX EXPENSE | CategoryTxt |
| Amt | $54,646 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |