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Nonprofit · EIN 16-6353719

J PAUL WYNNE CHARITABLE TR 18-255170

Tax-exempt · NORWICH, NY 13815

Financials

$169K$256K2023$633K$233K2024
Revenue Expenses · by fiscal year end
Financials of J PAUL WYNNE CHARITABLE TR 18-255170 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$633,044$233,252$399,792$3,801,410$0$3,801,410
February 29, 2024990-PF$169,075$256,219-$87,144$3,401,629$0$3,401,629
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Dividends
$107,497
Net gain from sales of assets
$525,547

Expenses

Grants and similar amounts paid
$191,440
Compensation of officers, directors and key employees
$35,845
Disbursements for charitable purposes
$195,274
Excise tax on investment income
$8,307

Balance sheet and other

Total assets, start of year
$3,401,629
Total assets, end of year
$3,801,410
Total liabilities, end of year
$0
Net assets, end of year
$3,801,410
Fair market value of assets
$4,281,690
Qualifying distributions
$195,274
Net investment income
$632,833

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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$35,845
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD STREET, NORWICH, NY 13815
TRUSTEE1$33,884

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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
16-6353719
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
1992
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$3,801,410
Income (IRS master file)
$1,828,126

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$633,044$233,252$3,801,410XML
990-PFFebruary 2024$169,075$256,219$3,401,629XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––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 16-6353719).

Questions about J PAUL WYNNE CHARITABLE TR 18-255170

What is the EIN of J PAUL WYNNE CHARITABLE TR 18-255170?
The employer identification number (EIN) of J PAUL WYNNE CHARITABLE TR 18-255170 is 16-6353719.
Is J PAUL WYNNE CHARITABLE TR 18-255170 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to J PAUL WYNNE CHARITABLE TR 18-255170 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J PAUL WYNNE CHARITABLE TR 18-255170 file?
Form 990-PF. Private foundations file every year.
When is the next return of J PAUL WYNNE CHARITABLE TR 18-255170 due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J PAUL WYNNE CHARITABLE TR 18-255170 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of J PAUL WYNNE CHARITABLE TR 18-255170?
The 990-PF for the year ended February 28, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,845 (NBT BANK NA, TRUSTEE).
How much revenue does J PAUL WYNNE CHARITABLE TR 18-255170 have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $633,044, expenses of $233,252 and total assets of $3,801,410 at year end.

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