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Nonprofit · EIN 16-6022071

JUDITH A SCHOELLKOPF TRUST 12-14-61

Tax-exempt · NORWICH, NY 13815

Financials

$9K$15K2023$15K$14K2024$9K$16K2025
Revenue Expenses · by fiscal year end
Financials of JUDITH A SCHOELLKOPF TRUST 12-14-61 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,798$16,043-$7,245$149,189$0$149,189
December 31, 2024990-PF$15,197$14,486$711$156,466$0$156,466
December 31, 2023990-PF$9,398$14,710-$5,312$155,756$0$155,756
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,787
Net gain from sales of assets
$968
Other income
$43

Expenses

Grants and similar amounts paid
$11,055
Compensation of officers, directors and key employees
$3,389
Disbursements for charitable purposes
$12,551
Excise tax on investment income
$77

Balance sheet and other

Total assets, start of year
$156,466
Total assets, end of year
$149,189
Total liabilities, end of year
$0
Net assets, end of year
$149,189
Fair market value of assets
$284,268
Qualifying distributions
$12,551
Net investment income
$8,798

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$3,389
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,965
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,705

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

IRS record

EIN
16-6022071
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$149,189
Income (IRS master file)
$8,798

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,798$16,043$149,189IRS
990-PFDecember 2024$15,197$14,486$156,466IRS
990-PFDecember 2023$9,398$14,710$155,756XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 16-6022071).

Questions about JUDITH A SCHOELLKOPF TRUST 12-14-61

What is the EIN of JUDITH A SCHOELLKOPF TRUST 12-14-61?
The employer identification number (EIN) of JUDITH A SCHOELLKOPF TRUST 12-14-61 is 16-6022071.
Is JUDITH A SCHOELLKOPF TRUST 12-14-61 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JUDITH A SCHOELLKOPF TRUST 12-14-61 file?
Form 990-PF. Private foundations file every year.
When is the next return of JUDITH A SCHOELLKOPF TRUST 12-14-61 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 JUDITH A SCHOELLKOPF TRUST 12-14-61 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 JUDITH A SCHOELLKOPF TRUST 12-14-61?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,389 (NBT BANK NA, TRUSTEE).
How much revenue does JUDITH A SCHOELLKOPF TRUST 12-14-61 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,798, expenses of $16,043 and total assets of $149,189 at year end.

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