Nonprofit · EIN 16-6429037
CLARENCE H MORRISON CHARITABLE TRUST
Tax-exempt · ONEONTA, NY 13820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $478,677 | $387,477 | $91,200 | $4,903,329 | $0 | $4,903,329 |
| July 31, 2024 | 990-PF | $509,496 | $372,351 | $137,145 | $4,812,365 | $0 | $4,812,365 |
| July 31, 2022 | 990-PF | $759,180 | $402,648 | $356,532 | $4,859,283 | $0 | $4,859,283 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $238,531
- Net gain from sales of assets
- $240,146
Expenses
- Grants and similar amounts paid
- $317,376
- Compensation of officers, directors and key employees
- $61,960
- Disbursements for charitable purposes
- $348,606
- Excise tax on investment income
- $6,207
Balance sheet and other
- Total assets, start of year
- $4,812,365
- Total assets, end of year
- $4,903,329
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,903,329
- Fair market value of assets
- $7,593,268
- Qualifying distributions
- $348,606
- Net investment income
- $478,677
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY BANK NA 5 FORD AVE, ONEONTA, NY 13820 | TRUSTEE | 1 | $61,960 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY BANK NA 245 MAIN STREET, ONEONTA, NY 13820 | TRUSTEE | 1 | $58,201 |
990-PF for the year ended July 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY BANK NA 245 MAIN STREET, ONEONTA, NY 13820 | TRUSTEE | 1 | $60,138 |
Address and contacts
- Address (IRS master file)
- C/O COMMUNITY BANK NA 5 FORD AVE, ONEONTA, NY 13820-0000
- In care of
- % HERBERT SIMMERLY TR DEPT WILBER
- Signed the 990-PF
- DAVID LAFOREST, VICE PRESIDENT
- Phone
- (607) 433-4122
- Return prepared by
- FIDUCIARY TAX SERVICES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6429037
- 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
- 1997
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $4,903,329
- Income (IRS master file)
- $1,477,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $478,677 | $387,477 | $4,903,329 | XML |
| 990-PF | July 2024 | $509,496 | $372,351 | $4,812,365 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | $759,180 | $402,648 | $4,859,283 | XML |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 16-6429037).
Questions about CLARENCE H MORRISON CHARITABLE TRUST
- What is the EIN of CLARENCE H MORRISON CHARITABLE TRUST?
- The employer identification number (EIN) of CLARENCE H MORRISON CHARITABLE TRUST is 16-6429037.
- Is CLARENCE H MORRISON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CLARENCE H MORRISON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE H MORRISON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE H MORRISON CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARENCE H MORRISON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of CLARENCE H MORRISON CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $61,960 (COMMUNITY BANK NA, TRUSTEE).
- How much revenue does CLARENCE H MORRISON CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $478,677, expenses of $387,477 and total assets of $4,903,329 at year end.
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