Skip to main content

Nonprofit · EIN 16-6021261

H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK

Tax-exempt · NORWICH, NY 13815

Financials

$26K$42K2023$35K$43K2024$31K$45K2025
Revenue Expenses · by fiscal year end
Financials of H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,446$44,784-$13,338$363,295$0$363,295
December 31, 2024990-PF$35,229$42,879-$7,650$376,758$0$376,758
December 31, 2023990-PF$26,424$42,060-$15,636$384,425$0$384,425
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,442
Net gain from sales of assets
$13,004

Expenses

Grants and similar amounts paid
$32,504
Compensation of officers, directors and key employees
$9,901
Disbursements for charitable purposes
$35,841
Excise tax on investment income
$320

Balance sheet and other

Total assets, start of year
$376,758
Total assets, end of year
$363,295
Total liabilities, end of year
$0
Net assets, end of year
$363,295
Fair market value of assets
$645,984
Qualifying distributions
$35,841
Net investment income
$31,446

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$8,873
HON BARBARA HOWE
201 GULL LANDING, BUFFALO, NY 14202
TRUSTEE1$514
ERIC KOESSLER
5952 OLD LAKESHORE ROAD, LAKEVIEW, NY 14085
TRUSTEE1$514
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$8,480
HON BARBARA HOWE
201 GULL LANDING, BUFFALO, NY 14202
TRUSTEE1$483
ERIC KOESSLER
5952 OLD LAKESHORE ROAD, LAKEVIEW, NY 14085
TRUSTEE1$483
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$8,129
HON BARBARA HOWE
201 GULL LANDING, BUFFALO, NY 14202
TRUSTEE1$467
ERIC KOESSLER
5952 OLD LAKESHORE ROAD, LAKEVIEW, NY 14085
TRUSTEE1$467

Address and contacts

Address (IRS master file)
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
In care of
% NBT BANK
Signed the 990-PF
NBT BANK NA, TRUSTEE
Phone
(607) 337-6136
Return prepared by
PWC US TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-6021261
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
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$363,295
Income (IRS master file)
$50,330

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$31,446$44,784$363,295IRS
990-PFDecember 2024$35,229$42,879$376,758IRS
990-PFDecember 2023$26,424$42,060$384,425XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 16-6021261).

Questions about H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK

What is the EIN of H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK?
The employer identification number (EIN) of H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK is 16-6021261.
Is H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK file?
Form 990-PF. Private foundations file every year.
When is the next return of H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK 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 H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK 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 H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $8,873 (NBT BANK NA, TRUSTEE).
How much revenue does H A RICHMOND TRUST UW 12-2-0160 FBO TEACHERS RELIEF BANK have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,446, expenses of $44,784 and total assets of $363,295 at year end.

Other nonprofits in NORWICH

All nonprofits in NORWICH · New York