Nonprofit · EIN 88-6123071
CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE
Also known as NBT BANK NA TTEE
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $20,361 | $21,148 | -$787 | $379,835 | $0 | $379,835 |
| January 31, 2024 | 990 | $38,713 | $20,391 | $18,322 | $381,409 | $0 | $381,409 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $11,961
- Net rental income
- $8,400
- Net gain from sales of assets
- $672
- Other revenue
- $8,400
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,804
- Salaries, compensation and benefits (total)
- $4,804
- Professional fundraising fees
- $0
- Accounting fees
- $850
- Program services (functional)
- $16,720
- Management and general (functional)
- $4,428
Balance sheet and other
- Total assets, start of year
- $381,409
- Total assets, end of year
- $379,835
- Total liabilities, end of year
- $0
- Net assets, end of year
- $379,835
- Land, buildings and equipment
- $78,234
- Publicly traded securities
- $218,031
- Gross receipts
- $36,073
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2022
- State of legal domicile
- NY
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 for the year ended January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE Institutional trustee | 1 | $4,804 |
| VICKY M HOUSE | TRUST PROTECTOR Officer | 40 | $0 |
990 for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE Institutional trustee | 1 | $4,626 |
| VICKY M HOUSE | TRUST PROTECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- Principal officer (990 for 2024)
- CO NBT BANK, 52 SOUTH BROAD STREET, NORWICH, NY 138151646
- Signed the 990
- NBT BANK NA, TRUSTEE
- Phone
- (607) 337-6136
- Return prepared by
- PWC US TAX LLP
Mission
PROVIDE A HISTORICAL SITE THE STAFFORD HOUSE IN THE TOWN OF OXFORD FOR RESIDENTS AND NON-RESIDENTS TO VIEW MEMORABILIA AND READ ABOUT THE HISTORY OF THE TOWN.
Program accomplishments
- DISTRIBUTIONS MADE FOR THE BENEFIT OF THE TOWN OF OXFORD, NY AND THE STAFFORD HOUSE, 26 STATE STREET, OXFORD, NY 13830. FUNDS FROM THIS TRUST HAVE BEEN USED EXCLUSIVELY TO MAINTAIN THE PROPERTY (UTILITIES, MAINTENANCE, REPAIRS, TAXES, ETC.).Expenses $16,720
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 88-6123071
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2024
- Accounting year ends
- January
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $379,835
- Income (IRS master file)
- $36,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $20,361 | $21,148 | $379,835 | XML |
| 990 | January 2024 | $38,713 | $20,391 | $381,409 | XML |
| 990 | January 2023 | – | – | – | 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 88-6123071).
Questions about CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE
- What is the EIN of CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE?
- The employer identification number (EIN) of CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE is 88-6123071.
- Is CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE?
- The 990 for the year ended January 31, 2025 names CO NBT BANK.
- Who are the officers and directors of CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE?
- The 990 for the year ended January 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $4,804 (NBT BANK NA, TRUSTEE).
- How much revenue does CHARLOTTE STAFFORD FBO TOWN OF OXFORD-STAFFORD HOUSE have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $20,361, expenses of $21,148 and total assets of $379,835 at year end.
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