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Nonprofit · EIN 16-6073588

ANNA L MABEY FOUNDATION

Tax-exempt · NORWICH, NY 13815

Financials

$36K$47K2022$38K$43K2023$32K$42K2024
Revenue Expenses · by fiscal year end
Financials of ANNA L MABEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$32,040$41,891-$9,851$384,853$0$384,853
August 31, 2024990-PF$38,278$42,538-$4,260$394,705$0$394,705
August 31, 2023990-PF$35,676$46,689-$11,013$398,962$0$398,962
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$22,921
Net gain from sales of assets
$9,119

Expenses

Grants and similar amounts paid
$37,500
Compensation of officers, directors and key employees
$2,771
Disbursements for charitable purposes
$40,270
Excise tax on investment income
$431

Balance sheet and other

Total assets, start of year
$394,705
Total assets, end of year
$384,853
Total liabilities, end of year
$0
Net assets, end of year
$384,853
Fair market value of assets
$803,977
Qualifying distributions
$40,270
Net investment income
$32,040

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KELLY NORTH ARTHUR
40 LOREN ROAD, NORTH FALMOUTH, MA 02556
CO TRUSTEE1$924
JOHN B NORTH
90 JASMINE DR, MIDDLETOWN, NY 10940
CO TRUSTEE1$924
NBT BANK
52 SOUTH BROAD STREET, NORWICH, NY 13815
CO TRUSTEE1$923
990-PF for the year ended August 31, 2024: 3 people
NameTitleHours / weekCompensation
KELLY NORTH
40 LOREN ROAD, NORTH FALMOUTH, MA 02556
CO TRUSTEE1$869
JOHN B NORTH
1720 VICTORIA WOODS DRIVE, HIAWASSEE, GA 30546
CO TRUSTEE1$869
NBT BANK
52 SOUTH BROAD STREET, NORWICH, NY 13815
CO TRUSTEE1$676
990-PF for the year ended August 31, 2023: 3 people
NameTitleHours / weekCompensation
NBT BANK
52 SOUTH BROAD STREET, NORWICH, NY 13815
CO TRUSTEE1$857
KELLY NORTH
40 LOREN ROAD, NORTH FALMOUTH, MA 02556
CO TRUSTEE1$857
JOHN B NORTH
1720 VICTORIA WOODS DRIVE, HIAWASSEE, GA 30546
CO TRUSTEE1$857

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 NA
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
16-6073588
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
1968
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$384,853
Income (IRS master file)
$32,040

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$32,040$41,891$384,853XML
990-PFAugust 2024$38,278$42,538$394,705XML
990-PFAugust 2023$35,676$46,689$398,962XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 16-6073588).

Questions about ANNA L MABEY FOUNDATION

What is the EIN of ANNA L MABEY FOUNDATION?
The employer identification number (EIN) of ANNA L MABEY FOUNDATION is 16-6073588.
Is ANNA L MABEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to ANNA L MABEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNA L MABEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNA L MABEY FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNA L MABEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of ANNA L MABEY FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $924 (KELLY NORTH ARTHUR, CO TRUSTEE).
How much revenue does ANNA L MABEY FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $32,040, expenses of $41,891 and total assets of $384,853 at year end.

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