MUFG UNION BANK FOUNDATION
MUFG Union Bank Foundation was a California nonprofit corporation, formed on 1 July 2005, that operated as a corporate private foundation making charitable grants. In New York it was registered as a foreign not-for-profit corporation (charitable category) under DOS ID 4666071, authorised on 13 November 2014. That New York authority is inactive: a Certificate of Termination was filed on 26 January 2023. The foundation is recognised by the IRS as a 501(c)(3) private foundation under EIN 54-2178792, with an exemption ruling dated February 2007.
MUFG Union Bank Foundation’s activity was grant-making. Its Form 990-PF for 2022 reports $11.25 million of contributions received, $8.52 million of grants paid across 441 grants, and $5.82 million of total assets at year end. Of those 441 grants, 401 went to organisations in California, and most of the rest to Washington and Oregon. On 1 September 2015 The BTMU Foundation, Inc., a New York not-for-profit corporation, merged into the foundation.
The 2023 Form 990-PF is marked as a final return. It states that the foundation terminated under Internal Revenue Code section 507(b)(2) and reports zero assets at 31 December 2023. The foundation has no stock-exchange listing. The New York record gives only a service-of-process address, not an operating headquarters.
Sources
- New York Department of State, Division of Corporations — Public Inquiry entity record, DOS ID 4666071 (filing history: Application of Authority 13 November 2014; Certificate of Merger 1 September 2015; Certificate of Termination 26 January 2023). Record dated 26 January 2023; retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
- New York Department of State, Division of Corporations — Public Inquiry entity record, The BTMU Foundation, Inc., DOS ID 1519597 (status: merged out of existence, 1 September 2015); retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
- IRS Form 990-PF with Schedule B, EIN 54-2178792, tax year 2022, e-filed 14 November 2023, IRS e-file object 202303189349100440 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202303189349100440/full
- IRS Form 990-PF, EIN 54-2178792, tax year 2023 (final return), e-filed 8 November 2024, IRS e-file object 202423139349101612 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202423139349101612/full
- ProPublica Nonprofit Explorer — IRS Exempt Organizations Business Master File data and filing index, EIN 54-2178792 (updated 19 November 2024); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792
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Shareholders
Shareholders of MUFG Union Bank Foundation
MUFG Union Bank Foundation was a nonprofit (not-for-profit) corporation. Its New York record shows no shares (the stock information field is empty). Its IRS filings describe a 501(c)(3) private foundation, which by law does not distribute profits to owners. No shareholders or share classes were found, and none would be expected for this type of entity. Answers to the question “who owns MUFG Union Bank Foundation” therefore concern control and funding, not equity. In Schedule B of its 2022 Form 990-PF, the foundation reported a single contributor, MUFG Union Bank, N.A., which gave $11,250,423 in that year. A contribution is a donation, not an ownership interest. No member, sole member or controlling body was identified from a primary source.
No natural person was identified as a beneficial owner. None of the reviewed filings reports one.
Data availability
Not applicable. The entity is a nonstock charitable corporation. The California Secretary of State and Attorney General charity registry, which could show any membership structure, could not be reached on 13 October 2026, so no membership arrangement is reported.
Sources
- New York Department of State, Division of Corporations — Public Inquiry entity record, DOS ID 4666071 (filing history: Application of Authority 13 November 2014; Certificate of Merger 1 September 2015; Certificate of Termination 26 January 2023). Record dated 26 January 2023; retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
- IRS Form 990-PF with Schedule B, EIN 54-2178792, tax year 2022, e-filed 14 November 2023, IRS e-file object 202303189349100440 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202303189349100440/full
- IRS Form 990-PF, EIN 54-2178792, tax year 2023 (final return), e-filed 8 November 2024, IRS e-file object 202423139349101612 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202423139349101612/full
Officers
Directors and officers of MUFG Union Bank Foundation
Officers of MUFG Union Bank Foundation are disclosed in Part VIII of its Form 990-PF returns. The final return, for tax year 2023, lists two officers. Julius Robinson is listed as CEO and Kathy Patoff as Chief Operating Officer. Each is reported as devoting 2 hours per week to the role and receiving no compensation. The 2022 return lists the same two officers and also MUFG Union Bank, N.A. as agent. The 2023 return was signed on 31 October 2024 by U.S. Bank, N.A. These are the officers reported for the foundation’s final year. The foundation has since terminated, so they are not described here as current officers. The 2023 return reports no employee or contractor paid over $50,000.
Data availability
Historical. The source is IRS Form 990-PF, Part VIII, for 2022 and 2023. New York does not record a CEO for foreign not-for-profit corporations, and the New York entity record lists none. The California Secretary of State statements of information could not be accessed on 13 October 2026. Nationality and country of residence are not disclosed.
Sources
- IRS Form 990-PF, EIN 54-2178792, tax year 2023 (final return), e-filed 8 November 2024, IRS e-file object 202423139349101612 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202423139349101612/full
- IRS Form 990-PF with Schedule B, EIN 54-2178792, tax year 2022, e-filed 14 November 2023, IRS e-file object 202303189349100440 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202303189349100440/full
- New York Department of State, Division of Corporations — Public Inquiry entity record, DOS ID 4666071 (filing history: Application of Authority 13 November 2014; Certificate of Merger 1 September 2015; Certificate of Termination 26 January 2023). Record dated 26 January 2023; retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
Group Structure
Group structure of MUFG Union Bank Foundation
MUFG Union Bank Foundation was a nonstock charitable corporation. No parent company or subsidiary in the ownership sense was verified, because such an entity has no shareholders. Its filings do record three relationships. The first is a merger: The BTMU Foundation, Inc. merged into it on 1 September 2015. The second is funding and administration: MUFG Union Bank, N.A. was its only reported contributor in 2022 and its agent. The third is the transfer of its remaining assets to U.S. Bank Foundation in 2023, under section 507(b)(2). These records show funding, merger and asset-transfer links. They are not evidence of share ownership.
Verified corporate relationships
| Entity | Country | Registration number | Relationship | Ownership | Status | Information date |
|---|---|---|---|---|---|---|
| The BTMU Foundation, Inc. | US (New York) | NY DOS 1519597 | Merged into MUFG Union Bank Foundation (historical) | Not applicable | Merged out of existence | 1 September 2015 |
| MUFG Union Bank, N.A. | US | Not disclosed in filing | Sole reported contributor and agent (not an ownership link) | Not applicable | Historical | Tax year 2022 |
| U.S. Bank Foundation | US | Not disclosed in filing | Recipient of the foundation’s assets on termination, s.507(b)(2) | Not applicable | Historical | Tax year 2023 |
Recent structural changes
On 1 December 2022, U.S. Bancorp completed its acquisition of MUFG Union Bank’s core regional banking business. On 26 January 2023, the foundation filed a Certificate of Termination of its New York authority. Its 2023 Form 990-PF reports transfers of $4,493,374 and $1,350,000 to U.S. Bank Foundation, after which the foundation terminated under section 507(b)(2).
Data availability
Partial. The relationships above come from the New York register and IRS returns. The California records could not be accessed on 13 October 2026.
Sources
- New York Department of State, Division of Corporations — Public Inquiry entity record, DOS ID 4666071 (filing history: Application of Authority 13 November 2014; Certificate of Merger 1 September 2015; Certificate of Termination 26 January 2023). Record dated 26 January 2023; retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
- New York Department of State, Division of Corporations — Public Inquiry entity record, The BTMU Foundation, Inc., DOS ID 1519597 (status: merged out of existence, 1 September 2015); retrieved 13 October 2026. https://apps.dos.ny.gov/publicInquiry/
- IRS Form 990-PF with Schedule B, EIN 54-2178792, tax year 2022, e-filed 14 November 2023, IRS e-file object 202303189349100440 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202303189349100440/full
- IRS Form 990-PF, EIN 54-2178792, tax year 2023 (final return), e-filed 8 November 2024, IRS e-file object 202423139349101612 (via ProPublica Nonprofit Explorer); retrieved 13 October 2026. https://projects.propublica.org/nonprofits/organizations/542178792/202423139349101612/full
- U.S. Bancorp — “U.S. Bancorp Completes Acquisition of Union Bank”, Exhibit 99.1 to Form 8-K, 1 December 2022; retrieved 13 October 2026. https://www.sec.gov/Archives/edgar/data/36104/000119312522296642/d766593dex991.htm
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Frequently Asked Questions
What does MUFG UNION BANK FOUNDATION do?
MUFG Union Bank Foundation was a California nonprofit corporation formed on 1 July 2005. It was a 501(c)(3) private foundation, EIN 54-2178792, that made charitable grants, mainly in California. In 2022 it paid $8.52 million in grants.
Who owns MUFG UNION BANK FOUNDATION?
None. It was a nonstock nonprofit corporation with no shares. Its only reported contributor in 2022 was MUFG Union Bank, N.A., and a donation is not an ownership interest.
Who is MUFG UNION BANK FOUNDATION's UBO (Ultimate Beneficial Owner)?
No beneficial owner was identified. As a charitable nonprofit corporation, it had no equity owners, and no filing names a beneficial owner.
What is MUFG UNION BANK FOUNDATION's company registration number?
MUFG UNION BANK FOUNDATION's registration number is 4666071, filed with New York Department of State — Division of Corporations in United States. Its current status on the register is inactive.
Is MUFG UNION BANK FOUNDATION still an active company?
MUFG UNION BANK FOUNDATION's status on New York Department of State — Division of Corporations is listed as inactive, not currently active.
When was MUFG UNION BANK FOUNDATION incorporated?
MUFG UNION BANK FOUNDATION was incorporated on 13 November 2014, according to New York Department of State — Division of Corporations.
What is MUFG UNION BANK FOUNDATION's registered address?
The registered address on file for MUFG UNION BANK FOUNDATION is NEW YORK, United States.
What is MUFG UNION BANK FOUNDATION's revenue?
For 2022, its Form 990-PF reports $11.27 million of total revenue, almost all of it contributions, and $5.82 million of assets at year end. The final 2023 return reports zero assets at year end.
Is MUFG UNION BANK FOUNDATION listed on a stock exchange?
No. It was a nonstock charitable foundation and has no stock-exchange listing.
Who are the officers/directors of MUFG UNION BANK FOUNDATION?
Its final Form 990-PF, for 2023, lists Julius Robinson as CEO and Kathy Patoff as Chief Operating Officer, both unpaid. The foundation has since terminated.
Does MUFG UNION BANK FOUNDATION have a parent company or subsidiaries?
The BTMU Foundation, Inc. merged into it on 1 September 2015. In 2023 it transferred its remaining assets to U.S. Bank Foundation and terminated under IRC section 507(b)(2). Its New York authority was terminated on 26 January 2023.
Can Zavia monitor changes to MUFG UNION BANK FOUNDATION's ownership over time?
This profile reflects a point-in-time snapshot from New York Department of State — Division of Corporations. Zavia's monitoring API can track changes to MUFG UNION BANK FOUNDATION's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access MUFG UNION BANK FOUNDATION's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like MUFG UNION BANK FOUNDATION's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from New York Department of State — Division of Corporations and was last synced on 29 September 2026.