Nonprofit · EIN 52-1255967
L T MARSHALL TRUST UW FBO AUBURN THEO SEM
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,415 | $7,710 | $705 | $71,965 | $0 | $71,965 |
| December 31, 2024 | 990-PF | $3,857 | $6,595 | -$2,738 | $71,274 | $0 | $71,274 |
| December 31, 2023 | 990-PF | $3,712 | $6,766 | -$3,054 | $74,014 | $0 | $74,014 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,452
- Net gain from sales of assets
- $4,963
Expenses
- Grants and similar amounts paid
- $4,922
- Compensation of officers, directors and key employees
- $1,554
- Disbursements for charitable purposes
- $6,184
- Excise tax on investment income
- $96
Balance sheet and other
- Total assets, start of year
- $71,274
- Total assets, end of year
- $71,965
- Total liabilities, end of year
- $0
- Net assets, end of year
- $71,965
- Fair market value of assets
- $131,091
- Qualifying distributions
- $6,184
- Net investment income
- $8,415
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $1,554 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $1,363 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $1,243 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % ALLIANCE 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 | 990-PF 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
- 52-1255967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $71,965
- Income (IRS master file)
- $14,015
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,415 | $7,710 | $71,965 | IRS |
| 990-PF | December 2024 | $3,857 | $6,595 | $71,274 | IRS |
| 990-PF | December 2023 | $3,712 | $6,766 | $74,014 | 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 52-1255967).
Questions about L T MARSHALL TRUST UW FBO AUBURN THEO SEM
- What is the EIN of L T MARSHALL TRUST UW FBO AUBURN THEO SEM?
- The employer identification number (EIN) of L T MARSHALL TRUST UW FBO AUBURN THEO SEM is 52-1255967.
- Is L T MARSHALL TRUST UW FBO AUBURN THEO SEM tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does L T MARSHALL TRUST UW FBO AUBURN THEO SEM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of L T MARSHALL TRUST UW FBO AUBURN THEO SEM due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did L T MARSHALL TRUST UW FBO AUBURN THEO SEM last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of L T MARSHALL TRUST UW FBO AUBURN THEO SEM?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,554 (NBT BANK NA, TRUSTEE).
- How much revenue does L T MARSHALL TRUST UW FBO AUBURN THEO SEM have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,415, expenses of $7,710 and total assets of $71,965 at year end.
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