Nonprofit · EIN 16-6064927
GREATER NORWICH FOUNDATION
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $842,407 | $818,897 | $23,510 | $7,685,507 | $0 | $7,685,507 |
| March 31, 2025 | 990-PF | $968,913 | $644,553 | $324,360 | $7,663,173 | $0 | $7,663,173 |
| March 31, 2024 | 990-PF | $829,902 | $497,894 | $332,008 | $7,340,209 | $0 | $7,340,209 |
| March 31, 2023 | 990-PF | $1,507,541 | $625,368 | $882,173 | $7,006,973 | $0 | $7,006,973 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $105,449
- Dividends
- $427,825
- Net gain from sales of assets
- $309,130
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $739,915
- Compensation of officers, directors and key employees
- $56,279
- Disbursements for charitable purposes
- $747,615
- Excise tax on investment income
- $9,428
Balance sheet and other
- Total assets, start of year
- $7,663,173
- Total assets, end of year
- $7,685,507
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,685,507
- Fair market value of assets
- $14,799,423
- Qualifying distributions
- $747,615
- Net investment income
- $735,946
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $56,279 |
| JAMES I DUNNE 7 COOMES ST, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| JAMES A HOY 5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238 | COTRUSTEE | 1 | $0 |
| PETER V SMITH AMERIPRISE 43 S BROAD ST, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| PATRICK FLANAGAN 81 SOUTH BROAD STREET, NORWICH, NY 13815 | COTRUSTEE - CHAIRMAN | 1 | $0 |
| LINDA T PALMATIER 191 BALF ROAD, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| JEFF EATON 364 CLIFFSIDE DR, DANVILLE, CA 94326 | COTRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $54,486 |
| JAMES I DUNNE 7 COOMES ST, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| JAMES A HOY 5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238 | COTRUSTEE | 1 | $0 |
| PETER V SMITH AMERIPRISE 43 S BROAD ST, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| PATRICIA M SMITH 4 PIONEER ST, COOPERSTOWN, NY 13326 | COTRUSTEE | 1 | $0 |
| PATRICK FLANAGAN 81 SOUTH BROAD STREET, NORWICH, NY 13815 | COTRUSTEE - CHAIRMAN | 1 | $0 |
| LINDA T PALMATIER 191 BALF ROAD, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| JEFF EATON 364 CLIFFSIDE DR, DANVILLE, CA 94326 | COTRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $48,027 |
| JAMES I DUNNE 7 COOMES ST, NORWICH, NY 13815 | COTRUSTEE - CHAIRMAN | 1 | $0 |
| JAMES A HOY 5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238 | COTRUSTEE | 1 | $0 |
| PETER V SMITH CO WACHOVIA SECURITIES 43 S BROAD S, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| PATRICIA M SMITH 4 PIONEER ST, COOPERSTOWN, NY 13326 | COTRUSTEE | 1 | $0 |
| PATRICK FLANAGAN 81 SOUTH BROAD STREET, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| LINDA T PALMATIER 191 BALF ROAD, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| JEFF EATON 364 CLIFFSIDE DR, DANVILLE, CA 94326 | COTRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $43,311 |
| JAMES I DUNNE 7 COOMES ST, NORWICH, NY 13815 | COTRUSTEE - CHAIRMAN | 1 | $0 |
| JAMES A HOY 911 NORTH MACEWEN DRIVE, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| PETER V SMITH CO WACHOVIA SECURITIES 43 S BROAD S, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| FREDERIC B MIERS 1 COOMES STREET, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| PATRICIA M SMITH 4 PIONEER ST, COOPERSTOWN, NY 13326 | COTRUSTEE | 1 | $0 |
| PATRICK FLANAGAN 81 SOUTH BROAD STREET, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
| LINDA T PALMATIER 191 BALF ROAD, NORWICH, NY 13815 | COTRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % NATL BK & TRUST CO OF NORWICH
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6064927
- 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
- 1967
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,685,507
- Income (IRS master file)
- $2,212,642
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $842,407 | $818,897 | $7,685,507 | XML |
| 990-PF | March 2025 | $968,913 | $644,553 | $7,663,173 | XML |
| 990-PF | March 2024 | $829,902 | $497,894 | $7,340,209 | XML |
| 990-PF | March 2023 | $1,507,541 | $625,368 | $7,006,973 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 16-6064927).
Questions about GREATER NORWICH FOUNDATION
- What is the EIN of GREATER NORWICH FOUNDATION?
- The employer identification number (EIN) of GREATER NORWICH FOUNDATION is 16-6064927.
- Is GREATER NORWICH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to GREATER NORWICH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GREATER NORWICH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GREATER NORWICH FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREATER NORWICH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of GREATER NORWICH FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 8 people; 1 received compensation from the organization, the highest $56,279 (NBT BANK NA, TRUSTEE).
- How much revenue does GREATER NORWICH FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $842,407, expenses of $818,897 and total assets of $7,685,507 at year end.
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