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Nonprofit · EIN 16-1289368

WARREN E EATON JR CHARITABLE TRUST

Tax-exempt · NORWICH, NY 13815

Financials

$11K$25K2023$29K$26K2024
Revenue Expenses · by fiscal year end
Financials of WARREN E EATON JR CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$28,936$25,867$3,069$385,571$0$385,571
June 30, 2024990-PF$10,892$25,253-$14,361$382,539$0$382,539
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$13,059
Net gain from sales of assets
$15,877

Expenses

Grants and similar amounts paid
$20,901
Compensation of officers, directors and key employees
$3,884
Disbursements for charitable purposes
$22,119
Excise tax on investment income
$350

Balance sheet and other

Total assets, start of year
$382,539
Total assets, end of year
$385,571
Total liabilities, end of year
$0
Net assets, end of year
$385,571
Fair market value of assets
$459,901
Qualifying distributions
$22,119
Net investment income
$28,900

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$3,884
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$3,647

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
16-1289368
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
1987
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$385,571
Income (IRS master file)
$59,104

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$28,936$25,867$385,571XML
990-PFJune 2024$10,892$25,253$382,539XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 16-1289368).

Questions about WARREN E EATON JR CHARITABLE TRUST

What is the EIN of WARREN E EATON JR CHARITABLE TRUST?
The employer identification number (EIN) of WARREN E EATON JR CHARITABLE TRUST is 16-1289368.
Is WARREN E EATON JR CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to WARREN E EATON JR CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARREN E EATON JR CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WARREN E EATON JR CHARITABLE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WARREN E EATON JR CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of WARREN E EATON JR CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,884 (NBT BANK NA, TRUSTEE).
How much revenue does WARREN E EATON JR CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $28,936, expenses of $25,867 and total assets of $385,571 at year end.

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