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Nonprofit · EIN 16-6521142

REX L AND EDNA IRENE MICKLE CHARITABLE TR

Tax-exempt · NORWICH, NY 13815

Financials

$201K$166K2023$116K$175K2024$122K$188K2025
Revenue Expenses · by fiscal year end
Financials of REX L AND EDNA IRENE MICKLE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$122,240$187,753-$65,513$1,765,001$0$1,765,001
March 31, 2025990-PF$115,570$175,407-$59,837$1,830,776$0$1,830,776
March 31, 2024990-PF$201,182$166,047$35,135$1,875,383$0$1,875,383
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$99,987
Net gain from sales of assets
$22,253

Expenses

Grants and similar amounts paid
$156,488
Compensation of officers, directors and key employees
$26,929
Disbursements for charitable purposes
$160,913
Excise tax on investment income
$1,324

Balance sheet and other

Total assets, start of year
$1,830,776
Total assets, end of year
$1,765,001
Total liabilities, end of year
$0
Net assets, end of year
$1,765,001
Fair market value of assets
$3,358,271
Qualifying distributions
$160,913
Net investment income
$122,044

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
CO TRUSTEE1$20,965
THOMAS C EMERSON ESQ
35 WEST MAIN STREET, NORWICH, NY 13815
CO TRUSTEE1$2,982
JAMES A HOY
5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238
CO TRUSTEE1$2,982
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
CO TRUSTEE1$20,079
THOMAS C EMERSON ESQ
35 WEST MAIN STREET, NORWICH, NY 13815
CO TRUSTEE1$2,815
JAMES A HOY
5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238
CO TRUSTEE1$2,814
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
CO TRUSTEE1$18,817
THOMAS C EMERSON ESQ
35 WEST MAIN STREET, NORWICH, NY 13815
CO TRUSTEE1$2,476
JAMES A HOY
5551 DUNROBIN DR APT 4409, SARASOTA, FL 34238
CO TRUSTEE1$2,476

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
16-6521142
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
2002
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$1,765,001
Income (IRS master file)
$322,219

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$122,240$187,753$1,765,001XML
990-PFMarch 2025$115,570$175,407$1,830,776XML
990-PFMarch 2024$201,182$166,047$1,875,383XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2020–––IRS
990-PFMarch 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 16-6521142).

Questions about REX L AND EDNA IRENE MICKLE CHARITABLE TR

What is the EIN of REX L AND EDNA IRENE MICKLE CHARITABLE TR?
The employer identification number (EIN) of REX L AND EDNA IRENE MICKLE CHARITABLE TR is 16-6521142.
Is REX L AND EDNA IRENE MICKLE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to REX L AND EDNA IRENE MICKLE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does REX L AND EDNA IRENE MICKLE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of REX L AND EDNA IRENE MICKLE CHARITABLE TR due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did REX L AND EDNA IRENE MICKLE CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of REX L AND EDNA IRENE MICKLE CHARITABLE TR?
The 990-PF for the year ended March 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $20,965 (NBT BANK NA, CO TRUSTEE).
How much revenue does REX L AND EDNA IRENE MICKLE CHARITABLE TR have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $122,240, expenses of $187,753 and total assets of $1,765,001 at year end.

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