Nonprofit · EIN 16-6296590
RAEBURN J WHARTON CHARITABLE TRUST
Also known as 18-254770
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,926 | $48,493 | -$15,567 | $432,300 | $0 | $432,300 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,072
- Net gain from sales of assets
- $10,854
Expenses
- Grants and similar amounts paid
- $35,385
- Compensation of officers, directors and key employees
- $10,698
- Disbursements for charitable purposes
- $37,877
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $448,002
- Total assets, end of year
- $432,300
- Total liabilities, end of year
- $0
- Net assets, end of year
- $432,300
- Fair market value of assets
- $799,733
- Qualifying distributions
- $37,877
- Net investment income
- $32,926
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 | $10,698 |
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
- 16-6296590
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $432,300
- Income (IRS master file)
- $44,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $23,013 | $40,419 | $456,364 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about RAEBURN J WHARTON CHARITABLE TRUST
- What is the EIN of RAEBURN J WHARTON CHARITABLE TRUST?
- The employer identification number (EIN) of RAEBURN J WHARTON CHARITABLE TRUST is 16-6296590.
- Is RAEBURN J WHARTON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to RAEBURN J WHARTON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RAEBURN J WHARTON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RAEBURN J WHARTON CHARITABLE TRUST 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 RAEBURN J WHARTON CHARITABLE TRUST 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 RAEBURN J WHARTON CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,698 (NBT BANK NA, TRUSTEE).
- How much revenue does RAEBURN J WHARTON CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,926, expenses of $48,493 and total assets of $432,300 at year end.
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