Nonprofit · EIN 20-6774529
TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP
Also known as NBT BANK NA TRUST DIV AS TTEE
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $16,851 | $27,315 | -$10,464 | $362,768 | $0 | $362,768 |
| November 30, 2024 | 990-PF | $23,458 | $27,279 | -$3,821 | $373,262 | $0 | $373,262 |
| November 30, 2023 | 990-PF | $16,026 | $26,062 | -$10,036 | $377,089 | $0 | $377,089 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $13,366
- Net gain from sales of assets
- $3,485
Expenses
- Grants and similar amounts paid
- $19,649
- Compensation of officers, directors and key employees
- $5,745
- Disbursements for charitable purposes
- $21,646
- Excise tax on investment income
- $160
Balance sheet and other
- Total assets, start of year
- $373,262
- Total assets, end of year
- $362,768
- Total liabilities, end of year
- $0
- Net assets, end of year
- $362,768
- Fair market value of assets
- $479,649
- Qualifying distributions
- $21,646
- Net investment income
- $16,829
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 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $5,745 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $5,559 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD ST, NORWICH, NY 13815 | TRUSTEE | 1 | $5,149 |
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
- 20-6774529
- 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
- 2007
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $362,768
- Income (IRS master file)
- $16,851
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $16,851 | $27,315 | $362,768 | XML |
| 990-PF | November 2024 | $23,458 | $27,279 | $373,262 | XML |
| 990-PF | November 2023 | $16,026 | $26,062 | $377,089 | 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 20-6774529).
Questions about TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP
- What is the EIN of TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP?
- The employer identification number (EIN) of TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP is 20-6774529.
- Is TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP 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 TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP 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 TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,745 (NBT BANK NA, TRUSTEE).
- How much revenue does TUM ROBERT YOUNG-JAY LESLIE YOUNG SCHOLARSHIP have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $16,851, expenses of $27,315 and total assets of $362,768 at year end.
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