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Nonprofit · EIN 16-6071950

RUTH GARDNER TRUST 16-209740 FBO

Also known as ANNE & MEYER SCHOLARSHIP FUND

Tax-exempt · NORWICH, NY 13815

Financials

$2K$3K2021$2K$4K2023$21K$3K2024
Revenue Expenses · by fiscal year end
Financials of RUTH GARDNER TRUST 16-209740 FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$21,148$3,429$17,719$45,792$0$45,792
May 31, 2024990-PF$1,899$3,907-$2,008$28,074$0$28,074
May 31, 2022990-PF$1,803$2,629-$826$32,556$0$32,556
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$1,938
Net gain from sales of assets
$19,210

Expenses

Grants and similar amounts paid
$2,102
Compensation of officers, directors and key employees
$544
Disbursements for charitable purposes
$3,020
Excise tax on investment income
$289

Balance sheet and other

Total assets, start of year
$28,074
Total assets, end of year
$45,792
Total liabilities, end of year
$0
Net assets, end of year
$45,792
Fair market value of assets
$45,792
Qualifying distributions
$3,020
Net investment income
$21,148

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$544
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$497
990-PF for the year ended May 31, 2022: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$630

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

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
16-6071950
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
1968
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$45,792
Income (IRS master file)
$47,927

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$21,148$3,429$45,792IRS
990-PFMay 2024$1,899$3,907$28,074XML
990-PFMay 2023–––IRS
990-PFMay 2022$1,803$2,629$32,556XML
990-PFMay 2021–––IRS
990-PFMay 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 16-6071950).

Questions about RUTH GARDNER TRUST 16-209740 FBO

What is the EIN of RUTH GARDNER TRUST 16-209740 FBO?
The employer identification number (EIN) of RUTH GARDNER TRUST 16-209740 FBO is 16-6071950.
Is RUTH GARDNER TRUST 16-209740 FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to RUTH GARDNER TRUST 16-209740 FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUTH GARDNER TRUST 16-209740 FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of RUTH GARDNER TRUST 16-209740 FBO due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RUTH GARDNER TRUST 16-209740 FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of RUTH GARDNER TRUST 16-209740 FBO?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $544 (NBT BANK NA, TRUSTEE).
How much revenue does RUTH GARDNER TRUST 16-209740 FBO have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $21,148, expenses of $3,429 and total assets of $45,792 at year end.

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