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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-6133723

JAMES NICHOLS TRUST UW FBO

Also known as NICHOLS LIBRARY

Tax-exempt · NORWICH, NY 13815

Financials

$3K$6K2022$5K$7K2023$3K$2K2024
Revenue Expenses · by fiscal year end
Financials of JAMES NICHOLS TRUST UW FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$3,127$2,469$658$59,411$0$59,411
October 31, 2024990-PF$4,744$7,169-$2,425$58,756$0$58,756
October 31, 2023990-PF$3,395$5,578-$2,183$61,181$0$61,181
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$2,741
Net gain from sales of assets
$386

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,222
Disbursements for charitable purposes
$1,229
Excise tax on investment income
$27

Balance sheet and other

Total assets, start of year
$58,756
Total assets, end of year
$59,411
Total liabilities, end of year
$0
Net assets, end of year
$59,411
Fair market value of assets
$108,600
Qualifying distributions
$1,229
Net investment income
$3,126

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 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$1,222
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$1,057
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$981

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 N A
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
13-6133723
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$59,411
Income (IRS master file)
$3,127

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$3,127$2,469$59,411XML
990-PFOctober 2024$4,744$7,169$58,756XML
990-PFOctober 2023$3,395$5,578$61,181XML
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 13-6133723).

Questions about JAMES NICHOLS TRUST UW FBO

What is the EIN of JAMES NICHOLS TRUST UW FBO?
The employer identification number (EIN) of JAMES NICHOLS TRUST UW FBO is 13-6133723.
Is JAMES NICHOLS TRUST UW FBO tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JAMES NICHOLS TRUST UW FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES NICHOLS TRUST UW FBO 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 JAMES NICHOLS TRUST UW FBO 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 JAMES NICHOLS TRUST UW FBO?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,222 (NBT BANK NA, TRUSTEE).
How much revenue does JAMES NICHOLS TRUST UW FBO have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $3,127, expenses of $2,469 and total assets of $59,411 at year end.

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