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Nonprofit · EIN 16-6217823

THERESA & BELLE THOMPSON TRUST

Also known as FBO YMCA FUND A

Tax-exempt · NORWICH, NY 13815

Financials

$137K$248K2022$214K$231K2023$336K$258K2024
Revenue Expenses · by fiscal year end
Financials of THERESA & BELLE THOMPSON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$335,982$258,379$77,603$2,896,177$0$2,896,177
September 30, 2024990-PF$213,577$230,550-$16,973$2,816,171$0$2,816,171
September 30, 2023990-PF$137,045$247,508-$110,463$2,821,395$0$2,821,395
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$137,283
Net gain from sales of assets
$198,699

Expenses

Grants and similar amounts paid
$225,548
Compensation of officers, directors and key employees
$27,428
Disbursements for charitable purposes
$229,271
Excise tax on investment income
$4,314

Balance sheet and other

Total assets, start of year
$2,816,171
Total assets, end of year
$2,896,177
Total liabilities, end of year
$0
Net assets, end of year
$2,896,177
Fair market value of assets
$4,717,896
Qualifying distributions
$229,271
Net investment income
$335,791

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$27,428
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$26,094
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$25,196

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
16-6217823
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
September
Files
Form 990-PF
Assets (IRS master file)
$2,896,177
Income (IRS master file)
$717,667

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$335,982$258,379$2,896,177XML
990-PFSeptember 2024$213,577$230,550$2,816,171XML
990-PFSeptember 2023$137,045$247,508$2,821,395XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 16-6217823).

Questions about THERESA & BELLE THOMPSON TRUST

What is the EIN of THERESA & BELLE THOMPSON TRUST?
The employer identification number (EIN) of THERESA & BELLE THOMPSON TRUST is 16-6217823.
Is THERESA & BELLE THOMPSON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to THERESA & BELLE THOMPSON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THERESA & BELLE THOMPSON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THERESA & BELLE THOMPSON TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THERESA & BELLE THOMPSON TRUST 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 THERESA & BELLE THOMPSON TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,428 (NBT BANK NA, TRUSTEE).
How much revenue does THERESA & BELLE THOMPSON TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $335,982, expenses of $258,379 and total assets of $2,896,177 at year end.

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