Nonprofit · EIN 16-6417356
THERESA COSTA TR UW 18-255440
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $14,357 | $15,968 | -$1,611 | $187,790 | $0 | $187,790 |
| February 28, 2025 | 990-PF | $13,042 | $19,202 | -$6,160 | $189,408 | $0 | $189,408 |
| February 29, 2024 | 990-PF | $16,109 | $24,649 | -$8,540 | $195,568 | $0 | $195,568 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $9,266
- Net gain from sales of assets
- $5,048
- Other income
- $43
Expenses
- Grants and similar amounts paid
- $10,650
- Compensation of officers, directors and key employees
- $3,773
- Disbursements for charitable purposes
- $12,184
- Excise tax on investment income
- $149
Balance sheet and other
- Total assets, start of year
- $189,408
- Total assets, end of year
- $187,790
- Total liabilities, end of year
- $0
- Net assets, end of year
- $187,790
- Fair market value of assets
- $364,427
- Qualifying distributions
- $12,184
- Net investment income
- $14,357
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $3,773 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $3,768 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $3,614 |
Address and contacts
- Address (IRS master file)
- 52 S BROAD ST, NORWICH, NY 13815-1646
- In care of
- % ALLIANCE 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6417356
- 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
- 1995
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $187,790
- Income (IRS master file)
- $20,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $14,357 | $15,968 | $187,790 | XML |
| 990-PF | February 2025 | $13,042 | $19,202 | $189,408 | XML |
| 990-PF | February 2024 | $16,109 | $24,649 | $195,568 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 16-6417356).
Questions about THERESA COSTA TR UW 18-255440
- What is the EIN of THERESA COSTA TR UW 18-255440?
- The employer identification number (EIN) of THERESA COSTA TR UW 18-255440 is 16-6417356.
- Is THERESA COSTA TR UW 18-255440 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THERESA COSTA TR UW 18-255440 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THERESA COSTA TR UW 18-255440 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THERESA COSTA TR UW 18-255440 due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THERESA COSTA TR UW 18-255440 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of THERESA COSTA TR UW 18-255440?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,773 (NBT BANK NA, TRUSTEE).
- How much revenue does THERESA COSTA TR UW 18-255440 have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $14,357, expenses of $15,968 and total assets of $187,790 at year end.
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