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Nonprofit · EIN 27-6333308

MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF

Tax-exempt · NORWICH, NY 13815

Financials

$38K$121K2022$43K$62K2023$69K$43K2024
Revenue Expenses · by fiscal year end
Financials of MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$69,067$42,840$26,227$932,019$0$932,019
October 31, 2024990-PF$43,402$62,421-$19,019$905,882$0$905,882
October 31, 2023990-PF$37,986$120,896-$82,910$924,904$0$924,904
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$30,165
Net gain from sales of assets
$38,902

Expenses

Grants and similar amounts paid
$27,608
Compensation of officers, directors and key employees
$12,808
Disbursements for charitable purposes
$30,039
Excise tax on investment income
$791

Balance sheet and other

Total assets, start of year
$905,882
Total assets, end of year
$932,019
Total liabilities, end of year
$0
Net assets, end of year
$932,019
Fair market value of assets
$1,140,693
Qualifying distributions
$30,039
Net investment income
$69,026

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$12,808
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$12,190
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$12,293

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 yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
27-6333308
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)
Education (B111)
Assets (IRS master file)
$932,019
Income (IRS master file)
$232,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$69,067$42,840$932,019XML
990-PFOctober 2024$43,402$62,421$905,882XML
990-PFOctober 2023$37,986$120,896$924,904XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 27-6333308).

Questions about MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF

What is the EIN of MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF?
The employer identification number (EIN) of MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF is 27-6333308.
Is MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF 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 REGENTS OF THE UNIVERSITY OF tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF 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 REGENTS OF THE UNIVERSITY OF 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 REGENTS OF THE UNIVERSITY OF?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,808 (NBT BANK NA, TRUSTEE).
How much revenue does MARGUERITE V SCHNEEBERGER TRUST FBO REGENTS OF THE UNIVERSITY OF have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $69,067, expenses of $42,840 and total assets of $932,019 at year end.

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