Nonprofit · EIN 22-2321048
OLIVER W BENEDICT CHARITABLE TRUST
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $22,019 | $25,010 | -$2,991 | $360,902 | $0 | $360,902 |
| August 31, 2024 | 990-PF | $16,926 | $23,968 | -$7,042 | $363,940 | $0 | $363,940 |
| August 31, 2023 | 990-PF | $14,256 | $26,883 | -$12,627 | $370,981 | $0 | $370,981 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $12,486
- Net gain from sales of assets
- $9,533
Expenses
- Grants and similar amounts paid
- $20,043
- Compensation of officers, directors and key employees
- $3,718
- Disbursements for charitable purposes
- $21,245
- Excise tax on investment income
- $256
Balance sheet and other
- Total assets, start of year
- $363,940
- Total assets, end of year
- $360,902
- Total liabilities, end of year
- $0
- Net assets, end of year
- $360,902
- Fair market value of assets
- $448,139
- Qualifying distributions
- $21,245
- Net investment income
- $21,986
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 South Broad Street, Norwich, NY 13815 | Trustee | 1 | $3,718 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 South Broad Street, Norwich, NY 13815 | Trustee | 1 | $3,275 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 South Broad Street, Norwich, NY 13815 | Trustee | 1 | $3,351 |
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 22-2321048
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $360,902
- Income (IRS master file)
- $92,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $22,019 | $25,010 | $360,902 | XML |
| 990-PF | August 2024 | $16,926 | $23,968 | $363,940 | XML |
| 990-PF | August 2023 | $14,256 | $26,883 | $370,981 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 22-2321048).
Questions about OLIVER W BENEDICT CHARITABLE TRUST
- What is the EIN of OLIVER W BENEDICT CHARITABLE TRUST?
- The employer identification number (EIN) of OLIVER W BENEDICT CHARITABLE TRUST is 22-2321048.
- Is OLIVER W BENEDICT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does OLIVER W BENEDICT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OLIVER W BENEDICT CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLIVER W BENEDICT CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of OLIVER W BENEDICT CHARITABLE TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,718 (NBT BANK NA, Trustee).
- How much revenue does OLIVER W BENEDICT CHARITABLE TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $22,019, expenses of $25,010 and total assets of $360,902 at year end.
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