Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 16-6271541

HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST

Tax-exempt · NORWICH, NY 13815

Financials

$22K$41K2022$24K$37K2023$38K$45K2024
Revenue Expenses · by fiscal year end
Financials of HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$38,384$44,708-$6,324$549,117$0$549,117
September 30, 2024990-PF$24,345$37,471-$13,126$555,474$0$555,474
September 30, 2023990-PF$21,647$40,995-$19,348$568,605$0$568,605
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$18,504
Net gain from sales of assets
$15,648
Other income
$4,232

Expenses

Grants and similar amounts paid
$37,000
Compensation of officers, directors and key employees
$6,043
Disbursements for charitable purposes
$38,434
Excise tax on investment income
$391

Balance sheet and other

Total assets, start of year
$555,474
Total assets, end of year
$549,117
Total liabilities, end of year
$0
Net assets, end of year
$549,117
Fair market value of assets
$762,476
Qualifying distributions
$38,434
Net investment income
$34,131

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$6,043
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$5,161
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$5,231

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
16-6271541
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
1986
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$549,117
Income (IRS master file)
$48,398

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$38,384$44,708$549,117XML
990-PFSeptember 2024$24,345$37,471$555,474XML
990-PFSeptember 2023$21,647$40,995$568,605XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 16-6271541).

Questions about HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST

What is the EIN of HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST?
The employer identification number (EIN) of HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST is 16-6271541.
Is HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,043 (NBT BANK NA, TRUSTEE).
How much revenue does HERBERT H&MARIEA L BROWN CHARITABLE TRUST FUND THE NATIONAL BANK TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $38,384, expenses of $44,708 and total assets of $549,117 at year end.

Other nonprofits in NORWICH

All nonprofits in NORWICH · New York