Nonprofit · EIN 16-6384243
CLAUD D STEFFENHAGEN TRUST UW
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $98,238 | $74,731 | $23,507 | $1,105,668 | $0 | $1,105,668 |
| December 31, 2024 | 990-PF | $73,697 | $67,851 | $5,846 | $1,082,197 | $0 | $1,082,197 |
| December 31, 2023 | 990-PF | -$2,243 | $87,156 | -$89,399 | $1,076,527 | $0 | $1,076,527 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,274
- Net gain from sales of assets
- $62,921
- Other income
- $43
Expenses
- Grants and similar amounts paid
- $60,264
- Compensation of officers, directors and key employees
- $10,659
- Disbursements for charitable purposes
- $62,902
- Excise tax on investment income
- $1,221
Balance sheet and other
- Total assets, start of year
- $1,082,197
- Total assets, end of year
- $1,105,668
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,105,668
- Fair market value of assets
- $1,361,450
- Qualifying distributions
- $62,902
- Net investment income
- $98,238
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 | $10,659 |
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 | $10,398 |
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 | $9,941 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % ALLIANCE MANK 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
- 16-6384243
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,105,668
- Income (IRS master file)
- $266,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $98,238 | $74,731 | $1,105,668 | IRS |
| 990-PF | December 2024 | $73,697 | $67,851 | $1,082,197 | IRS |
| 990-PF | December 2023 | -$2,243 | $87,156 | $1,076,527 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 16-6384243).
Questions about CLAUD D STEFFENHAGEN TRUST UW
- What is the EIN of CLAUD D STEFFENHAGEN TRUST UW?
- The employer identification number (EIN) of CLAUD D STEFFENHAGEN TRUST UW is 16-6384243.
- Is CLAUD D STEFFENHAGEN TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CLAUD D STEFFENHAGEN TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLAUD D STEFFENHAGEN TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAUD D STEFFENHAGEN TRUST 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 CLAUD D STEFFENHAGEN TRUST 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 CLAUD D STEFFENHAGEN TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,659 (NBT BANK NA, TRUSTEE).
- How much revenue does CLAUD D STEFFENHAGEN TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,238, expenses of $74,731 and total assets of $1,105,668 at year end.
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