Nonprofit · EIN 16-6474318
LOREN MCPHERSON CHARITABLE TR
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $28,474 | $26,457 | $2,017 | $342,706 | $0 | $342,706 |
| April 30, 2025 | 990-PF | $19,429 | $24,738 | -$5,309 | $340,732 | $0 | $340,732 |
| April 30, 2024 | 990-PF | $16,158 | $24,511 | -$8,353 | $346,044 | $0 | $346,044 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $12,231
- Net gain from sales of assets
- $16,243
Expenses
- Grants and similar amounts paid
- $19,475
- Compensation of officers, directors and key employees
- $5,132
- Disbursements for charitable purposes
- $21,410
- Excise tax on investment income
- $329
Balance sheet and other
- Total assets, start of year
- $340,732
- Total assets, end of year
- $342,706
- Total liabilities, end of year
- $0
- Net assets, end of year
- $342,706
- Fair market value of assets
- $431,084
- Qualifying distributions
- $21,410
- Net investment income
- $28,474
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $5,132 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $4,883 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $4,654 |
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6474318
- 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
- 1999
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $342,706
- Income (IRS master file)
- $72,245
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $28,474 | $26,457 | $342,706 | XML |
| 990-PF | April 2025 | $19,429 | $24,738 | $340,732 | XML |
| 990-PF | April 2024 | $16,158 | $24,511 | $346,044 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 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 16-6474318).
Questions about LOREN MCPHERSON CHARITABLE TR
- What is the EIN of LOREN MCPHERSON CHARITABLE TR?
- The employer identification number (EIN) of LOREN MCPHERSON CHARITABLE TR is 16-6474318.
- Is LOREN MCPHERSON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LOREN MCPHERSON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOREN MCPHERSON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOREN MCPHERSON CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOREN MCPHERSON CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of LOREN MCPHERSON CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $5,132 (NBT BANK NA, TRUSTEE).
- How much revenue does LOREN MCPHERSON CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $28,474, expenses of $26,457 and total assets of $342,706 at year end.
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