Nonprofit · EIN 26-6876468
EVELYN S EMERSON TRUST 00A158
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $43,117 | $57,243 | -$14,126 | $724,210 | $0 | $724,210 |
| December 31, 2023 | 990-PF | $48,677 | $49,155 | -$478 | $738,417 | $0 | $738,417 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $24,873
- Net gain from sales of assets
- $18,244
Expenses
- Grants and similar amounts paid
- $41,671
- Compensation of officers, directors and key employees
- $13,328
- Disbursements for charitable purposes
- $43,834
- Excise tax on investment income
- $423
Balance sheet and other
- Total assets, start of year
- $738,417
- Total assets, end of year
- $724,210
- Total liabilities, end of year
- $0
- Net assets, end of year
- $724,210
- Fair market value of assets
- $959,244
- Qualifying distributions
- $43,834
- Net investment income
- $43,084
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | CO TRUSTEE | 1 | $11,828 |
| KELLY ERICKSON 1472 CO RD 32, GREENE, NY 13778 | CO TRUSTEE | 1 | $1,500 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | CO TRUSTEE | 1 | $10,976 |
| KELLY ERICKSON 1472 CO RD 32, GREENE, NY 13778 | CO TRUSTEE | 1 | $1,398 |
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6876468
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $724,210
- Income (IRS master file)
- $122,364
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $43,117 | $57,243 | $724,210 | IRS |
| 990-PF | December 2023 | $48,677 | $49,155 | $738,417 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-6876468).
Questions about EVELYN S EMERSON TRUST 00A158
- What is the EIN of EVELYN S EMERSON TRUST 00A158?
- The employer identification number (EIN) of EVELYN S EMERSON TRUST 00A158 is 26-6876468.
- Is EVELYN S EMERSON TRUST 00A158 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to EVELYN S EMERSON TRUST 00A158 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVELYN S EMERSON TRUST 00A158 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVELYN S EMERSON TRUST 00A158 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVELYN S EMERSON TRUST 00A158 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EVELYN S EMERSON TRUST 00A158?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $11,828 (NBT BANK NA, CO TRUSTEE).
- How much revenue does EVELYN S EMERSON TRUST 00A158 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $43,117, expenses of $57,243 and total assets of $724,210 at year end.
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