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Nonprofit · EIN 20-0941017

ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR

Tax-exempt · NORWICH, NY 13815

Financials

$29K$59K2023$53K$58K2024$71K$34K2025
Revenue Expenses · by fiscal year end
Financials of ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$71,116$33,786$37,330$924,161$0$924,161
February 28, 2025990-PF$53,229$58,311-$5,082$887,374$0$887,374
February 29, 2024990-PF$28,738$58,951-$30,213$892,028$0$892,028
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$31,381
Net gain from sales of assets
$39,735

Expenses

Grants and similar amounts paid
$21,604
Compensation of officers, directors and key employees
$9,169
Disbursements for charitable purposes
$24,093
Excise tax on investment income
$867

Balance sheet and other

Total assets, start of year
$887,374
Total assets, end of year
$924,161
Total liabilities, end of year
$0
Net assets, end of year
$924,161
Fair market value of assets
$1,175,763
Qualifying distributions
$24,093
Net investment income
$71,116

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$9,169
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$8,843
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
TRUSTEE1$8,485

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, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
20-0941017
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
2005
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$924,161
Income (IRS master file)
$175,766

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$71,116$33,786$924,161XML
990-PFFebruary 2025$53,229$58,311$887,374XML
990-PFFebruary 2024$28,738$58,951$892,028XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––IRS
990-PFFebruary 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 20-0941017).

Questions about ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR

What is the EIN of ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR?
The employer identification number (EIN) of ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR is 20-0941017.
Is ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $9,169 (NBT BANK NA, TRUSTEE).
How much revenue does ST BARTHOLOMEWS ROMAN CATHOLIC CHURCH ENDOWMENT TR have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $71,116, expenses of $33,786 and total assets of $924,161 at year end.

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