Nonprofit · EIN 16-6451181
CHARLES BURR CHARITABLE TR
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $77,323 | $68,447 | $8,876 | $1,003,975 | $0 | $1,003,975 |
| February 28, 2025 | 990-PF | $69,381 | $64,183 | $5,198 | $998,397 | $0 | $998,397 |
| February 29, 2024 | 990-PF | $33,013 | $64,890 | -$31,877 | $993,203 | $0 | $993,203 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $36,125
- Net gain from sales of assets
- $41,198
Expenses
- Grants and similar amounts paid
- $55,632
- Compensation of officers, directors and key employees
- $9,638
- Disbursements for charitable purposes
- $57,918
- Excise tax on investment income
- $947
Balance sheet and other
- Total assets, start of year
- $998,397
- Total assets, end of year
- $1,003,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,003,975
- Fair market value of assets
- $1,261,041
- Qualifying distributions
- $57,918
- Net investment income
- $77,323
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 | $9,638 |
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 | $9,397 |
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 | $9,009 |
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 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
- 16-6451181
- 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
- 1998
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,003,975
- Income (IRS master file)
- $239,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $77,323 | $68,447 | $1,003,975 | XML |
| 990-PF | February 2025 | $69,381 | $64,183 | $998,397 | XML |
| 990-PF | February 2024 | $33,013 | $64,890 | $993,203 | 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 16-6451181).
Questions about CHARLES BURR CHARITABLE TR
- What is the EIN of CHARLES BURR CHARITABLE TR?
- The employer identification number (EIN) of CHARLES BURR CHARITABLE TR is 16-6451181.
- Is CHARLES BURR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CHARLES BURR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES BURR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES BURR CHARITABLE TR 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 CHARLES BURR CHARITABLE TR 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 CHARLES BURR CHARITABLE TR?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,638 (NBT BANK NA, TRUSTEE).
- How much revenue does CHARLES BURR CHARITABLE TR have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $77,323, expenses of $68,447 and total assets of $1,003,975 at year end.
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