Charles W Diehl Jr Ta Charitable Remainder Unitrust

Buffalo, NY
Tax-exempt since June 2008
EIN: 23-6872923

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$108k (2024)

Expenses

$108k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$107,975

Expenses

$108,164

Net Income

-$189

Net Assets

$1,430,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$929	0.9%
Dividends	$41,438	38.4%
Sales of Assets	$65,608	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,798	73.8%
Compensation of Officers*	$27,548	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,430,926
Total Liabilities	$0
Net Assets	$1,430,926

Compensation

Key Employees and Officers	Compensation	Other
M & T Trust Co (Trustee)	$27,548	$0

990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$55,167

Expenses

$101,920

Net Income

-$46,753

Net Assets

$1,432,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,554	2.8%
Dividends	$37,525	68.0%
Sales of Assets	$16,088	29.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,608	73.2%
Compensation of Officers*	$25,541	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,432,732
Total Liabilities	$0
Net Assets	$1,432,732

Compensation

Key Employees and Officers	Compensation	Other
M And T Trust Co (Trustee)	$25,541	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$77,710

Expenses

$112,019

Net Income

-$34,309

Net Assets

$1,479,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,904	42.3%
Sales of Assets	$44,806	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,730	73.9%
Compensation of Officers*	$27,090	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,479,917
Total Liabilities	$0
Net Assets	$1,479,917

Compensation

Key Employees and Officers	Compensation	Other
M And T Trust Co (Trustee)	$27,090	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$148,050

Expenses

$124,029

Net Income

$24,021

Net Assets

$1,514,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,942	25.6%
Sales of Assets	$110,108	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,256	72.8%
Compensation of Officers*	$30,820	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,514,398
Total Liabilities	$0
Net Assets	$1,514,398

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$30,820	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$73,825

Expenses

$115,546

Net Income

-$41,721

Net Assets

$1,490,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,994	46.0%
Sales of Assets	$39,831	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,529	74.0%
Compensation of Officers*	$27,599	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,490,731
Total Liabilities	$1
Net Assets	$1,490,730

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Co (Trustee)	$27,599	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$77,175

Expenses

$115,344

Net Income

-$38,169

Net Assets

$1,532,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,541	48.6%
Sales of Assets	$38,998	50.5%
Other Income	$636	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,608	76.0%
Compensation of Officers*	$25,620	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,532,130
Total Liabilities	$1
Net Assets	$1,532,129

Compensation

Key Employees and Officers	Compensation	Other
Mt (Trustee)	$25,620	$0

990-PF

Filed on June 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$97,968

Expenses

$118,190

Net Income

-$20,222

Net Assets

$1,570,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,724	36.5%
Sales of Assets	$62,244	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,608	74.1%
Compensation of Officers*	$25,474	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,570,055
Total Liabilities	$0
Net Assets	$1,570,055

Compensation

Key Employees and Officers	Compensation	Other
Mt (Trustee)	$25,474	$0

990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$129,708

Expenses

$108,665

Net Income

$21,043

Net Assets

$1,590,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,813	27.6%
Sales of Assets	$93,895	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,492	74.1%
Compensation of Officers*	$25,416	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,590,671
Total Liabilities	$0
Net Assets	$1,590,671

Compensation

Key Employees and Officers	Compensation	Other
M&T Trust Company (Trustee)	$25,416	$0

990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$123,710

Expenses

$101,517

Net Income

$22,193

Net Assets

$1,569,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,858	19.3%
Sales of Assets	$97,975	79.2%
Other Income	$1,877	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,352	80.1%
Compensation of Officers*	$18,955	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,632
Total Liabilities	$0
Net Assets	$1,569,632

Compensation

Key Employees and Officers	Compensation	Other
Mt Trust Company (Trustee)	$18,955	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$161,015

Expenses

$115,281

Net Income

$45,734

Net Assets

$1,547,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,114	18.7%
Sales of Assets	$130,901	81.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,236	75.7%
Compensation of Officers*	$20,332	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,547,436
Total Liabilities	$0
Net Assets	$1,547,436

Compensation

Key Employees and Officers	Compensation	Other
Mt Trust Company (Trustee)	$20,332	$0

990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$219,044

Expenses

$105,200

Net Income

$113,844

Net Assets

$1,501,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,975	13.2%
Sales of Assets	$190,069	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,709	79.6%
Compensation of Officers*	$19,969	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,501,699
Total Liabilities	$0
Net Assets	$1,501,699

Compensation

Key Employees and Officers	Compensation	Other
Mt Trust Company (Trustee)	$19,969	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$98,974

Expenses

$99,522

Net Income

-$548

Net Assets

$1,387,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,101	41.5%
Sales of Assets	$55,652	56.2%
Other Income	$2,221	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,432	79.8%
Compensation of Officers*	$19,174	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,387,840
Total Liabilities	$0
Net Assets	$1,387,840

Compensation

Key Employees and Officers	Compensation	Other
M And T Trust Co (Trustee)	$19,174	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$53,904

Expenses

$96,315

Net Income

-$42,411

Net Assets

$1,388,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,175	69.0%
Sales of Assets	$16,729	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,980	84.1%
Compensation of Officers*	$14,324	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,388,981
Total Liabilities	$1
Net Assets	$1,388,980

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$42,986

Expenses

$91,861

Net Income

-$48,875

Net Assets

$1,431,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,068	93.2%
Sales of Assets	$2,918	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,183	82.9%
Compensation of Officers*	$14,603	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,431,908
Total Liabilities	$1
Net Assets	$1,431,907

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

Charles W Diehl Jr Ta Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $108k (2024)

Expenses $108k (2024)

Total Assets $1.43M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$108k (2024)

Expenses

$108k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007