Nonprofit · EIN 16-6429714
HAZEL L WILBUR CHARITABLE TR
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $33,975 | $43,113 | -$9,138 | $465,063 | $0 | $465,063 |
| November 30, 2024 | 990-PF | $35,274 | $46,173 | -$10,899 | $474,234 | $0 | $474,234 |
| November 30, 2023 | 990-PF (amended) | $49,519 | $42,696 | $6,823 | $485,166 | $0 | $485,166 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $20,804
- Net gain from sales of assets
- $13,171
Expenses
- Grants and similar amounts paid
- $31,999
- Compensation of officers, directors and key employees
- $9,190
- Disbursements for charitable purposes
- $34,340
- Excise tax on investment income
- $352
Balance sheet and other
- Total assets, start of year
- $474,234
- Total assets, end of year
- $465,063
- Total liabilities, end of year
- $0
- Net assets, end of year
- $465,063
- Fair market value of assets
- $768,554
- Qualifying distributions
- $34,340
- Net investment income
- $33,943
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 138151646 | TRUSTEE | 1 | $9,190 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 138151646 | TRUSTEE | 1 | $8,723 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 S BROAD STREET, NORWICH, NY 138151646 | TRUSTEE | 1 | $8,487 |
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6429714
- 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
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $465,063
- Income (IRS master file)
- $43,514
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $33,975 | $43,113 | $465,063 | XML |
| 990-PF | November 2024 | $35,274 | $46,173 | $474,234 | XML |
| 990-PF | November 2023 | $49,519 | $42,696 | $485,166 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 16-6429714).
Questions about HAZEL L WILBUR CHARITABLE TR
- What is the EIN of HAZEL L WILBUR CHARITABLE TR?
- The employer identification number (EIN) of HAZEL L WILBUR CHARITABLE TR is 16-6429714.
- Is HAZEL L WILBUR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HAZEL L WILBUR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAZEL L WILBUR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAZEL L WILBUR CHARITABLE TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAZEL L WILBUR CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HAZEL L WILBUR CHARITABLE TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,190 (NBT BANK NA, TRUSTEE).
- How much revenue does HAZEL L WILBUR CHARITABLE TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $33,975, expenses of $43,113 and total assets of $465,063 at year end.
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