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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 16-6217676

W H HODGE TRUST FBO

Also known as ST PETERS EPISCOPAL CHURCH

Tax-exempt · NORWICH, NY 13815

Financials

$13K$11K2023$7K$13K2024
Revenue Expenses · by fiscal year end
Financials of W H HODGE TRUST FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$6,575$13,196-$6,621$123,707$0$123,707
July 31, 2024990-PF$12,997$11,174$1,823$130,337$0$130,337
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$5,752
Net gain from sales of assets
$823

Expenses

Grants and similar amounts paid
$9,531
Compensation of officers, directors and key employees
$2,549
Disbursements for charitable purposes
$10,566
Excise tax on investment income
$58

Balance sheet and other

Total assets, start of year
$130,335
Total assets, end of year
$123,707
Total liabilities, end of year
$0
Net assets, end of year
$123,707
Fair market value of assets
$213,872
Qualifying distributions
$10,566
Net investment income
$6,571

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,549
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$2,204

Address and contacts

Address (IRS master file)
52 S BROAD ST, NORWICH, NY 13815-1646
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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
16-6217676
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$123,707
Income (IRS master file)
$6,575

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$6,575$13,196$123,707XML
990-PFJuly 2024$12,997$11,174$130,337XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––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 16-6217676).

Questions about W H HODGE TRUST FBO

What is the EIN of W H HODGE TRUST FBO?
The employer identification number (EIN) of W H HODGE TRUST FBO is 16-6217676.
Is W H HODGE TRUST FBO tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does W H HODGE TRUST FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of W H HODGE TRUST FBO due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W H HODGE TRUST FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of W H HODGE TRUST FBO?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,549 (NBT BANK NA, TRUSTEE).
How much revenue does W H HODGE TRUST FBO have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $6,575, expenses of $13,196 and total assets of $123,707 at year end.

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