Nonprofit · EIN 27-6333290
MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $69,586 | $43,695 | $25,891 | $948,555 | $0 | $948,555 |
| October 31, 2024 | 990-PF | $43,108 | $63,382 | -$20,274 | $922,755 | $0 | $922,755 |
| October 31, 2023 | 990-PF | $37,251 | $122,595 | -$85,344 | $943,029 | $0 | $943,029 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $30,700
- Net gain from sales of assets
- $38,886
Expenses
- Grants and similar amounts paid
- $28,288
- Compensation of officers, directors and key employees
- $12,948
- Disbursements for charitable purposes
- $30,733
- Excise tax on investment income
- $796
Balance sheet and other
- Total assets, start of year
- $922,755
- Total assets, end of year
- $948,555
- Total liabilities, end of year
- $0
- Net assets, end of year
- $948,555
- Fair market value of assets
- $1,160,526
- Qualifying distributions
- $30,733
- Net investment income
- $69,544
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $12,948 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $12,339 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $12,452 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6333290
- 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
- 2011
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T111)
- Assets (IRS master file)
- $948,555
- Income (IRS master file)
- $237,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $69,586 | $43,695 | $948,555 | XML |
| 990-PF | October 2024 | $43,108 | $63,382 | $922,755 | XML |
| 990-PF | October 2023 | $37,251 | $122,595 | $943,029 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 27-6333290).
Questions about MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION
- What is the EIN of MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION?
- The employer identification number (EIN) of MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION is 27-6333290.
- Is MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,948 (NBT BANK NA, TRUSTEE).
- How much revenue does MARGUERITE V SCHNEEBERGER TRUST FBO THE SMITHSONIAN INSTITUTION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $69,586, expenses of $43,695 and total assets of $948,555 at year end.
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