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Nonprofit · EIN 16-6306035

GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA

Tax-exempt · NORWICH, NY 13815

Financials

$21K$51K2023$51K$52K2024$49K$54K2025
Revenue Expenses · by fiscal year end
Financials of GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,206$54,360-$5,154$704,483$0$704,483
December 31, 2024990-PF$50,984$51,930-$946$709,872$0$709,872
December 31, 2023990-PF$21,124$50,974-$29,850$711,131$0$711,131
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,312
Net gain from sales of assets
$24,894

Expenses

Grants and similar amounts paid
$39,341
Compensation of officers, directors and key employees
$12,122
Disbursements for charitable purposes
$41,975
Excise tax on investment income
$524

Balance sheet and other

Total assets, start of year
$709,872
Total assets, end of year
$704,483
Total liabilities, end of year
$0
Net assets, end of year
$704,483
Fair market value of assets
$926,551
Qualifying distributions
$41,975
Net investment income
$49,206

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$12,122
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$11,653
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$10,896

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-6306035
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$704,483
Income (IRS master file)
$49,206

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$49,206$54,360$704,483IRS
990-PFDecember 2024$50,984$51,930$709,872IRS
990-PFDecember 2023$21,124$50,974$711,131XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 16-6306035).

Questions about GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA

What is the EIN of GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA?
The employer identification number (EIN) of GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA is 16-6306035.
Is GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA file?
Form 990-PF. Private foundations file every year.
When is the next return of GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA 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 GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA 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 GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,122 (NBT BANK NA, TRUSTEE).
How much revenue does GERALD LOCKROW TR UW FBO 1ST METH CH MASSENA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,206, expenses of $54,360 and total assets of $704,483 at year end.

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