Nonprofit · EIN 83-6628899
MONSIGNOR JAMES F COX CHARITABLE TR
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $72,419 | $107,697 | -$35,278 | $817,951 | $0 | $817,951 |
| December 31, 2024 | 990-PF | $29,845 | $111,562 | -$81,717 | $853,401 | $0 | $853,401 |
| December 31, 2023 | 990-PF | $34,570 | $112,351 | -$77,781 | $935,250 | $0 | $935,250 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,352
- Net gain from sales of assets
- $45,007
- Other income
- $60
Expenses
- Grants and similar amounts paid
- $94,235
- Compensation of officers, directors and key employees
- $11,307
- Disbursements for charitable purposes
- $96,788
- Excise tax on investment income
- $858
Balance sheet and other
- Total assets, start of year
- $853,401
- Total assets, end of year
- $817,951
- Total liabilities, end of year
- $0
- Net assets, end of year
- $817,951
- Fair market value of assets
- $965,934
- Qualifying distributions
- $96,788
- Net investment income
- $72,359
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $11,307 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $11,726 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | TRUSTEE | 1 | $11,662 |
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 N A
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-6628899
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $817,951
- Income (IRS master file)
- $152,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $72,419 | $107,697 | $817,951 | IRS |
| 990-PF | December 2024 | $29,845 | $111,562 | $853,401 | IRS |
| 990-PF | December 2023 | $34,570 | $112,351 | $935,250 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-6628899).
Questions about MONSIGNOR JAMES F COX CHARITABLE TR
- What is the EIN of MONSIGNOR JAMES F COX CHARITABLE TR?
- The employer identification number (EIN) of MONSIGNOR JAMES F COX CHARITABLE TR is 83-6628899.
- Is MONSIGNOR JAMES F COX CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MONSIGNOR JAMES F COX CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONSIGNOR JAMES F COX CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONSIGNOR JAMES F COX CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONSIGNOR JAMES F COX CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MONSIGNOR JAMES F COX CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,307 (NBT BANK NA, TRUSTEE).
- How much revenue does MONSIGNOR JAMES F COX CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,419, expenses of $107,697 and total assets of $817,951 at year end.
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