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Nonprofit · EIN 16-6024218

KATE ASHWALL TRUST ST LUKES CJURCH 24225060

Tax-exempt · NORWICH, NY 13815

Financials

$8K$20K2023$6K$6K2024$8K$12K2025
Revenue Expenses · by fiscal year end
Financials of KATE ASHWALL TRUST ST LUKES CJURCH 24225060 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,733$11,674-$3,941$121,283$0$121,283
December 31, 2024990-PF$6,393$5,945$448$125,264$0$125,264
December 31, 2023990-PF$8,098$19,870-$11,772$124,819$0$124,819
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,134
Net gain from sales of assets
$1,556
Other income
$43

Expenses

Grants and similar amounts paid
$7,801
Compensation of officers, directors and key employees
$2,572
Disbursements for charitable purposes
$9,165
Excise tax on investment income
$73

Balance sheet and other

Total assets, start of year
$125,264
Total assets, end of year
$121,283
Total liabilities, end of year
$0
Net assets, end of year
$121,283
Fair market value of assets
$221,491
Qualifying distributions
$9,165
Net investment income
$7,733

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$2,572
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,345
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,182

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
16-6024218
Exempt since
1900
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$121,283
Income (IRS master file)
$8,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,733$11,674$121,283IRS
990-PFDecember 2024$6,393$5,945$125,264IRS
990-PFDecember 2023$8,098$19,870$124,819XML
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 16-6024218).

Questions about KATE ASHWALL TRUST ST LUKES CJURCH 24225060

What is the EIN of KATE ASHWALL TRUST ST LUKES CJURCH 24225060?
The employer identification number (EIN) of KATE ASHWALL TRUST ST LUKES CJURCH 24225060 is 16-6024218.
Is KATE ASHWALL TRUST ST LUKES CJURCH 24225060 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does KATE ASHWALL TRUST ST LUKES CJURCH 24225060 file?
Form 990-PF. Private foundations file every year.
When is the next return of KATE ASHWALL TRUST ST LUKES CJURCH 24225060 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 KATE ASHWALL TRUST ST LUKES CJURCH 24225060 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 KATE ASHWALL TRUST ST LUKES CJURCH 24225060?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,572 (NBT BANK NA, TRUSTEE).
How much revenue does KATE ASHWALL TRUST ST LUKES CJURCH 24225060 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,733, expenses of $11,674 and total assets of $121,283 at year end.

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