Nonprofit · EIN 16-6367809
FOOTE-WHITNEY MEMORIAL FUND TR UW
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,314 | $48,814 | $500 | $671,539 | $0 | $671,539 |
| December 31, 2024 | 990-PF | $40,302 | $45,914 | -$5,612 | $671,096 | $0 | $671,096 |
| December 31, 2023 | 990-PF | $27,288 | $47,445 | -$20,157 | $676,860 | $0 | $676,860 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,897
- Net gain from sales of assets
- $25,417
Expenses
- Grants and similar amounts paid
- $36,792
- Compensation of officers, directors and key employees
- $9,634
- Disbursements for charitable purposes
- $39,177
- Excise tax on investment income
- $560
Balance sheet and other
- Total assets, start of year
- $671,096
- Total assets, end of year
- $671,539
- Total liabilities, end of year
- $0
- Net assets, end of year
- $671,539
- Fair market value of assets
- $803,813
- Qualifying distributions
- $39,177
- Net investment income
- $49,314
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $9,634 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $9,249 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $8,907 |
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6367809
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $671,539
- Income (IRS master file)
- $157,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,314 | $48,814 | $671,539 | IRS |
| 990-PF | December 2024 | $40,302 | $45,914 | $671,096 | IRS |
| 990-PF | December 2023 | $27,288 | $47,445 | $676,860 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 16-6367809).
Questions about FOOTE-WHITNEY MEMORIAL FUND TR UW
- What is the EIN of FOOTE-WHITNEY MEMORIAL FUND TR UW?
- The employer identification number (EIN) of FOOTE-WHITNEY MEMORIAL FUND TR UW is 16-6367809.
- Is FOOTE-WHITNEY MEMORIAL FUND TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to FOOTE-WHITNEY MEMORIAL FUND TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FOOTE-WHITNEY MEMORIAL FUND TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FOOTE-WHITNEY MEMORIAL FUND TR UW 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 FOOTE-WHITNEY MEMORIAL FUND TR UW 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 FOOTE-WHITNEY MEMORIAL FUND TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,634 (NBT BANK NA, TRUSTEE).
- How much revenue does FOOTE-WHITNEY MEMORIAL FUND TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,314, expenses of $48,814 and total assets of $671,539 at year end.
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