Nonprofit · EIN 16-6154358
TRUST UW HALSTON D BLY TRUST B
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $33,047 | $101,889 | -$68,842 | $378,699 | $0 | $378,699 |
| September 30, 2024 | 990-PF | $33,690 | $225,791 | -$192,101 | $447,589 | $0 | $447,589 |
| September 30, 2023 | 990-PF | $27,416 | $85,336 | -$57,920 | $639,694 | $0 | $639,694 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $15,483
- Net gain from sales of assets
- $17,521
- Other income
- $43
Expenses
- Grants and similar amounts paid
- $94,575
- Compensation of officers, directors and key employees
- $5,797
- Disbursements for charitable purposes
- $95,985
- Excise tax on investment income
- $383
Balance sheet and other
- Total assets, start of year
- $447,589
- Total assets, end of year
- $378,699
- Total liabilities, end of year
- $0
- Net assets, end of year
- $378,699
- Fair market value of assets
- $469,076
- Qualifying distributions
- $95,985
- Net investment income
- $33,009
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $5,797 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $7,654 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $8,485 |
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 16-6154358
- 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
- 1973
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $378,699
- Income (IRS master file)
- $108,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $33,047 | $101,889 | $378,699 | XML |
| 990-PF | September 2024 | $33,690 | $225,791 | $447,589 | XML |
| 990-PF | September 2023 | $27,416 | $85,336 | $639,694 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 16-6154358).
Questions about TRUST UW HALSTON D BLY TRUST B
- What is the EIN of TRUST UW HALSTON D BLY TRUST B?
- The employer identification number (EIN) of TRUST UW HALSTON D BLY TRUST B is 16-6154358.
- Is TRUST UW HALSTON D BLY TRUST B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to TRUST UW HALSTON D BLY TRUST B tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW HALSTON D BLY TRUST B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW HALSTON D BLY TRUST B due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST UW HALSTON D BLY TRUST B last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of TRUST UW HALSTON D BLY TRUST B?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,797 (NBT BANK NA, TRUSTEE).
- How much revenue does TRUST UW HALSTON D BLY TRUST B have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $33,047, expenses of $101,889 and total assets of $378,699 at year end.
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