Nonprofit · EIN 16-6352905
HELENA BULSON TR UW FBO BENNETT BULSON
Tax-exempt · ONEONTA, NY 13820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,998 | $3,952 | -$954 | $49,035 | $0 | $49,035 |
| December 31, 2024 | 990-PF | $2,922 | $3,875 | -$953 | $49,988 | $0 | $49,988 |
| December 31, 2023 | 990-PF | $723 | $3,985 | -$3,262 | $50,935 | $0 | $50,935 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,494
- Net gain from sales of assets
- $1,504
Expenses
- Grants and similar amounts paid
- $2,264
- Compensation of officers, directors and key employees
- $661
- Disbursements for charitable purposes
- $2,594
- Excise tax on investment income
- $23
Balance sheet and other
- Total assets, start of year
- $49,988
- Total assets, end of year
- $49,035
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,035
- Fair market value of assets
- $55,161
- Qualifying distributions
- $2,594
- Net investment income
- $2,991
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 |
|---|---|---|---|
| COMMUNITY BANK NA 5 FORD AVE, ONEONTA, NY 13820 | TRUSTEE | 1 | $661 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY BANK NA 5 FORD AVE, ONEONTA, NY 13820 | TRUSTEE | 1 | $655 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY BANK NA 5 FORD AVE, ONEONTA, NY 13820 | TRUSTEE | 1 | $631 |
Address and contacts
- Address (IRS master file)
- 5 FORD AVE, ONEONTA, NY 13820-1880
- In care of
- % WILBER NATL BK TTEE
- Signed the 990-PF
- DAVID LAFOREST, Vice President
- Phone
- (607) 433-4122
- Return prepared by
- FIDUCIARY TAX SERVICES LLC
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
- 16-6352905
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $49,035
- Income (IRS master file)
- $8,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,998 | $3,952 | $49,035 | IRS |
| 990-PF | December 2024 | $2,922 | $3,875 | $49,988 | IRS |
| 990-PF | December 2023 | $723 | $3,985 | $50,935 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 16-6352905).
Questions about HELENA BULSON TR UW FBO BENNETT BULSON
- What is the EIN of HELENA BULSON TR UW FBO BENNETT BULSON?
- The employer identification number (EIN) of HELENA BULSON TR UW FBO BENNETT BULSON is 16-6352905.
- Is HELENA BULSON TR UW FBO BENNETT BULSON tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HELENA BULSON TR UW FBO BENNETT BULSON file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELENA BULSON TR UW FBO BENNETT BULSON 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 HELENA BULSON TR UW FBO BENNETT BULSON 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 HELENA BULSON TR UW FBO BENNETT BULSON?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $661 (COMMUNITY BANK NA, TRUSTEE).
- How much revenue does HELENA BULSON TR UW FBO BENNETT BULSON have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,998, expenses of $3,952 and total assets of $49,035 at year end.
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