Nonprofit · EIN 04-6677641
THE NBT CHARITABLE TRUST
Also known as NICHOLS J R & TIEKEN N B TTEES
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $254,470 | $336,350 | -$81,880 | $2,764,170 | $0 | $2,764,170 |
| December 31, 2024 | 990-PF | $414,365 | $298,036 | $116,329 | $2,846,061 | $0 | $2,846,061 |
| December 31, 2023 | 990-PF | $651,837 | $511,094 | $140,743 | $2,735,177 | $0 | $2,735,177 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $128,255
- Net gain from sales of assets
- $126,215
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $25,686
- Disbursements for charitable purposes
- $318,574
- Excise tax on investment income
- $3,322
Balance sheet and other
- Total assets, start of year
- $2,846,061
- Total assets, end of year
- $2,764,170
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,764,170
- Fair market value of assets
- $5,444,353
- Qualifying distributions
- $318,574
- Net investment income
- $254,470
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD K NICHOLS C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $25,686 |
| JOSEPH A WHEELOCK III C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
| ANDRONICA T WHEELOCK C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD K NICHOLS C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $25,108 |
| JOSEPH A WHEELOCK III C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
| ANDRONICA T WHEELOCK C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD K NICHOLS C/O NICHOLS PRATT LLP, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $24,408 |
| JOSEPH A WHEELOCK III C/O NICHOLS PRATT 50 CONGRESS ST, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
| ANDRONICA T WHEELOCK C/O NICHOLS PRATT LLP, BOSTON, MA 02109 | TRUSTEE (SEE FOOTNOTE) | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 50 CONGRESS ST STE 832, BOSTON, MA 02109-4017
- In care of
- % STATE STREET B K & TR CO TTEES
- Signed the 990-PF
- RICHARD K NICHOLS, TRUSTEE
- Phone
- (617) 523-6800
- Return prepared by
- ERNST & YOUNG U S 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6677641
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,764,170
- Income (IRS master file)
- $575,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $254,470 | $336,350 | $2,764,170 | IRS |
| 990-PF | December 2024 | $414,365 | $298,036 | $2,846,061 | IRS |
| 990-PF | December 2023 | $651,837 | $511,094 | $2,735,177 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6677641).
Questions about THE NBT CHARITABLE TRUST
- What is the EIN of THE NBT CHARITABLE TRUST?
- The employer identification number (EIN) of THE NBT CHARITABLE TRUST is 04-6677641.
- Is THE NBT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to THE NBT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NBT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NBT CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NBT CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE NBT CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $25,686 (RICHARD K NICHOLS, TRUSTEE (SEE FOOTNOTE)).
- How much revenue does THE NBT CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $254,470, expenses of $336,350 and total assets of $2,764,170 at year end.
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