Nonprofit · EIN 16-6363148
ANN AHERN CHAR TR UW
Also known as PRIVATE CLIENTS GROUP
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $34,795 | $47,947 | -$13,152 | $587,843 | $0 | $587,843 |
| October 31, 2024 | 990-PF | $24,647 | $44,104 | -$19,457 | $600,998 | $0 | $600,998 |
| October 31, 2023 | 990-PF | $33,157 | $46,056 | -$12,899 | $620,495 | $0 | $620,495 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $22,207
- Net gain from sales of assets
- $12,545
- Other income
- $43
Expenses
- Grants and similar amounts paid
- $35,138
- Compensation of officers, directors and key employees
- $10,654
- Disbursements for charitable purposes
- $37,625
- Excise tax on investment income
- $341
Balance sheet and other
- Total assets, start of year
- $600,998
- Total assets, end of year
- $587,843
- Total liabilities, end of year
- $0
- Net assets, end of year
- $587,843
- Fair market value of assets
- $804,604
- Qualifying distributions
- $37,625
- Net investment income
- $34,795
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $10,654 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $10,119 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $9,647 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6363148
- 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
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $587,843
- Income (IRS master file)
- $135,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $34,795 | $47,947 | $587,843 | XML |
| 990-PF | October 2024 | $24,647 | $44,104 | $600,998 | XML |
| 990-PF | October 2023 | $33,157 | $46,056 | $620,495 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ANN AHERN CHAR TR UW
- What is the EIN of ANN AHERN CHAR TR UW?
- The employer identification number (EIN) of ANN AHERN CHAR TR UW is 16-6363148.
- Is ANN AHERN CHAR TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ANN AHERN CHAR TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN AHERN CHAR TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN AHERN CHAR TR UW due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN AHERN CHAR TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ANN AHERN CHAR TR UW?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,654 (NBT BANK NA, TRUSTEE).
- How much revenue does ANN AHERN CHAR TR UW have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $34,795, expenses of $47,947 and total assets of $587,843 at year end.
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