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Nonprofit · EIN 22-3160372

HARMON & MARIE DUTTON MEMORIAL TRUST

Tax-exempt · NORWICH, NY 13815

Financials

$13K$30K2023$22K$15K2024
Revenue Expenses · by fiscal year end
Financials of HARMON & MARIE DUTTON MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$22,197$15,303$6,894$428,873$0$428,873
November 30, 2024990-PF$12,836$30,218-$17,382$422,006$0$422,006
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$13,830
Net gain from sales of assets
$8,367

Expenses

Grants and similar amounts paid
$7,386
Compensation of officers, directors and key employees
$6,154
Disbursements for charitable purposes
$9,423
Excise tax on investment income
$228

Balance sheet and other

Total assets, start of year
$422,006
Total assets, end of year
$428,873
Total liabilities, end of year
$0
Net assets, end of year
$428,873
Fair market value of assets
$533,555
Qualifying distributions
$9,423
Net investment income
$22,186

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.

NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 138151646
TRUSTEE1$6,154
990-PF for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 138151646
TRUSTEE1$5,999

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 yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
22-3160372
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
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$428,873
Income (IRS master file)
$29,590

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025–––IRS
990-PFNovember 2024–––IRS
990-PFNovember 2023$16,659$30,057$439,390IRS
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about HARMON & MARIE DUTTON MEMORIAL TRUST

What is the EIN of HARMON & MARIE DUTTON MEMORIAL TRUST?
The employer identification number (EIN) of HARMON & MARIE DUTTON MEMORIAL TRUST is 22-3160372.
Is HARMON & MARIE DUTTON MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to HARMON & MARIE DUTTON MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARMON & MARIE DUTTON MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HARMON & MARIE DUTTON MEMORIAL TRUST 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 HARMON & MARIE DUTTON MEMORIAL TRUST 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 HARMON & MARIE DUTTON MEMORIAL TRUST?
The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,154 (NBT BANK NA, TRUSTEE).
How much revenue does HARMON & MARIE DUTTON MEMORIAL TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $22,197, expenses of $15,303 and total assets of $428,873 at year end.

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