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Nonprofit · EIN 16-6210688

THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N

Tax-exempt · NORWICH, NY 13815

Financials

$290K$302K2023$286K$312K2024$357K$328K2025
Revenue Expenses · by fiscal year end
Financials of THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$357,251$328,075$29,176$2,943,967$0$2,943,967
January 31, 2025990-PF$285,933$312,097-$26,164$2,915,552$0$2,915,552
January 31, 2024990-PF$289,742$302,092-$12,350$2,868,406$0$2,868,406
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$171,846
Net gain from sales of assets
$185,327
Other income
$78

Expenses

Grants and similar amounts paid
$285,653
Compensation of officers, directors and key employees
$35,484
Disbursements for charitable purposes
$290,773
Excise tax on investment income
$4,485

Balance sheet and other

Total assets, start of year
$2,915,552
Total assets, end of year
$2,943,967
Total liabilities, end of year
$0
Net assets, end of year
$2,943,967
Fair market value of assets
$6,364,788
Qualifying distributions
$290,773
Net investment income
$356,531

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$35,484
990-PF for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$34,278
990-PF for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$31,545

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

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
16-6210688
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
1978
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$2,943,967
Income (IRS master file)
$616,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$357,251$328,075$2,943,967XML
990-PFJanuary 2025$285,933$312,097$2,915,552XML
990-PFJanuary 2024$289,742$302,092$2,868,406XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 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 16-6210688).

Questions about THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N

What is the EIN of THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N?
The employer identification number (EIN) of THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N is 16-6210688.
Is THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N file?
Form 990-PF. Private foundations file every year.
When is the next return of THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $35,484 (NBT BANK NA, TRUSTEE).
How much revenue does THERESA F & BELLA G THOMPSON TRUST FBO YMCA NATL BANK & TRUST CO OF N have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $357,251, expenses of $328,075 and total assets of $2,943,967 at year end.

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