Nonprofit · EIN 16-6128428
CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP
Also known as MARINE MIDLAND TRUST CO CNY
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,248 | $45,164 | -$7,916 | $402,329 | $0 | $402,329 |
| December 31, 2024 | 990-PF | $22,552 | $40,957 | -$18,405 | $410,394 | $0 | $410,394 |
| December 31, 2023 | 990-PF | $27,128 | $42,945 | -$15,817 | $428,803 | $0 | $428,803 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,665
- Net gain from sales of assets
- $16,511
- Other income
- $72
Expenses
- Grants and similar amounts paid
- $32,847
- Compensation of officers, directors and key employees
- $10,149
- Disbursements for charitable purposes
- $35,284
- Excise tax on investment income
- $382
Balance sheet and other
- Total assets, start of year
- $410,394
- Total assets, end of year
- $402,329
- Total liabilities, end of year
- $0
- Net assets, end of year
- $402,329
- Fair market value of assets
- $752,082
- Qualifying distributions
- $35,284
- Net investment income
- $37,176
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $10,149 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $9,683 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $9,052 |
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6128428
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $402,329
- Income (IRS master file)
- $48,776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,248 | $45,164 | $402,329 | IRS |
| 990-PF | December 2024 | $22,552 | $40,957 | $410,394 | IRS |
| 990-PF | December 2023 | $27,128 | $42,945 | $428,803 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 16-6128428).
Questions about CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP
- What is the EIN of CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP?
- The employer identification number (EIN) of CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP is 16-6128428.
- Is CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP 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 CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP 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 CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,149 (NBT BANK NA, TRUSTEE).
- How much revenue does CHARLES R LEE TRUST FBO LEE MEMORIAL HOSP have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,248, expenses of $45,164 and total assets of $402,329 at year end.
Other nonprofits in NORWICH
- CHENANGO MEMORIAL HOSPITAL INC EIN 15-0532180 · last filed 990 for 2024
- GREATER OPPORTUNITIES FOR BROOME AND CHENANGO INC EIN 16-0909190 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF NORWICH EIN 15-0550177 · last filed 990 for 2025
- THE CHENANGO VALLEY HOME EIN 15-0543650 · last filed 990-PF for 2024
- HOSPICE OF CHENANGO COUNTY INC EIN 16-1364399 · last filed 990 for 2025
- CHAUNCEY H WINTERS TRUST UW CENTRAL NATL BK CANAJOHARIE EIN 16-6222234 · last filed 990-PF for 2025
- NEW YORK STATE CONSERVATION DISTRICT EMPLOYEES ASSOC INC EIN 14-1647362 · last filed 990 for 2024
- CHENANGO HOUSING IMPROVEMENT PROGRAM INC EIN 16-1079046 · last filed 990 for 2025