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Nonprofit · EIN 14-6104729

W R WHITNEY TR UW BO SCHENECTADY

Tax-exempt · ALBANY, NY 12205

Financials

$119K$84K2023$254K$97K2024$135K$111K2025
Revenue Expenses · by fiscal year end
Financials of W R WHITNEY TR UW BO SCHENECTADY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$135,318$110,755$24,563$2,193,619$0$2,193,619
December 31, 2024990$253,922$96,583$157,339$2,169,056$0$2,169,056
December 31, 2023990$118,600$83,813$34,787$2,011,717$0$2,011,717
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$135,318
Net gain from sales of assets
$34,004
Other revenue
$0

Expenses

Grants and similar amounts paid
$101,626
Compensation of officers, directors and key employees
$8,379
Salaries, compensation and benefits (total)
$8,379
Professional fundraising fees
$0
Accounting fees
$500
Program services (functional)
$101,626
Management and general (functional)
$9,129

Balance sheet and other

Total assets, start of year
$2,169,056
Total assets, end of year
$2,193,619
Total liabilities, end of year
$0
Net assets, end of year
$2,193,619
Publicly traded securities
$1,874,445
Gross receipts
$135,318
Employees
0
Year formed
1979
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUSTCO BANKTRUSTEE
Institutional trustee
1$8,379
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUSTCO BANKTRUSTEE
Institutional trustee
1$7,806
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUSTCO BANKTRUSTEE
Institutional trustee
1$6,719

Address and contacts

Address (IRS master file)
6 METRO PARK ROAD, ALBANY, NY 12205-5941
Principal officer (990 for 2025)
TRUSTCO BANK, 6 METRO PARK ROAD, ALBANY, NY 12205
Signed the 990
TRUSTCO BANK, TRUSTEE
Phone
(518) 381-3643
Return prepared by
WEST & COMPANY CPAS PC

Mission

TO SUPPORT THE SCHENECTADY FOUNDATION ENDOWMENT FUND.

990 for the year ended December 31, 2025

Program accomplishments

  • CHARITABLE CONTRIBUTIONS PAID IN ACCORDANCE WITH TERMS OF WILL. CONTRIBUTIONS WERE PAID TO THE SCHENECTADY FOUNDATION ENDOWMENT FUND.
    Expenses $101,626 · grants $101,626

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
14-6104729
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,193,619
Income (IRS master file)
$135,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$135,318$110,755$2,193,619IRS
990December 2024$253,922$96,583$2,169,056IRS
990December 2023$118,600$83,813$2,011,717XML
990December 2022$101,779$66,372$1,976,930IRS
990December 2021–––IRS
990December 2020–––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 14-6104729).

Questions about W R WHITNEY TR UW BO SCHENECTADY

What is the EIN of W R WHITNEY TR UW BO SCHENECTADY?
The employer identification number (EIN) of W R WHITNEY TR UW BO SCHENECTADY is 14-6104729.
Is W R WHITNEY TR UW BO SCHENECTADY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to W R WHITNEY TR UW BO SCHENECTADY tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does W R WHITNEY TR UW BO SCHENECTADY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of W R WHITNEY TR UW BO SCHENECTADY 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 W R WHITNEY TR UW BO SCHENECTADY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of W R WHITNEY TR UW BO SCHENECTADY?
The 990 for the year ended December 31, 2025 names TRUSTCO BANK.
Who are the officers and directors of W R WHITNEY TR UW BO SCHENECTADY?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,379 (TRUSTCO BANK, TRUSTEE).
How much revenue does W R WHITNEY TR UW BO SCHENECTADY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $135,318, expenses of $110,755 and total assets of $2,193,619 at year end.

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