Nonprofit · EIN 26-6192188
BURTON AND WEMPLE SCHOLARSHIP FUND UW
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $133,872 | $120,904 | $12,968 | $1,709,282 | $0 | $1,709,282 |
| November 30, 2024 | 990-PF | $105,872 | $117,135 | -$11,263 | $1,696,427 | $0 | $1,696,427 |
| November 30, 2023 | 990-PF | $73,820 | $120,767 | -$46,947 | $1,707,694 | $0 | $1,707,694 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $54,067
- Net gain from sales of assets
- $79,805
Expenses
- Grants and similar amounts paid
- $95,330
- Compensation of officers, directors and key employees
- $21,111
- Disbursements for charitable purposes
- $99,013
- Excise tax on investment income
- $1,576
Balance sheet and other
- Total assets, start of year
- $1,696,427
- Total assets, end of year
- $1,709,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,709,282
- Fair market value of assets
- $2,298,875
- Qualifying distributions
- $99,013
- Net investment income
- $133,825
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STR, NORWICH, NY 138151646 | TRUSTEE | 1 | $21,111 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STR, NORWICH, NY 138151646 | TRUSTEE | 1 | $20,122 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STR, NORWICH, NY 138151646 | TRUSTEE | 1 | $19,204 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % NBT BAK N A
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6192188
- 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
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $1,709,282
- Income (IRS master file)
- $455,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $133,872 | $120,904 | $1,709,282 | XML |
| 990-PF | November 2024 | $105,872 | $117,135 | $1,696,427 | XML |
| 990-PF | November 2023 | $73,820 | $120,767 | $1,707,694 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 26-6192188).
Questions about BURTON AND WEMPLE SCHOLARSHIP FUND UW
- What is the EIN of BURTON AND WEMPLE SCHOLARSHIP FUND UW?
- The employer identification number (EIN) of BURTON AND WEMPLE SCHOLARSHIP FUND UW is 26-6192188.
- Is BURTON AND WEMPLE SCHOLARSHIP FUND UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BURTON AND WEMPLE SCHOLARSHIP FUND UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURTON AND WEMPLE SCHOLARSHIP FUND UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURTON AND WEMPLE SCHOLARSHIP FUND UW due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURTON AND WEMPLE SCHOLARSHIP FUND UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BURTON AND WEMPLE SCHOLARSHIP FUND UW?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,111 (NBT BANK NA, TRUSTEE).
- How much revenue does BURTON AND WEMPLE SCHOLARSHIP FUND UW have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $133,872, expenses of $120,904 and total assets of $1,709,282 at year end.
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