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Nonprofit · EIN 88-6150688

KATHLEEN L WEBB CHARITABLE TR

Also known as NBT BANK NA TTEE

Tax-exempt · NORWICH, NY 13815

Financials

$42K$25K2023$38K$52K2024
Revenue Expenses · by fiscal year end
Financials of KATHLEEN L WEBB CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$38,017$52,252-$14,235$825,295$0$825,295
March 31, 2024990-PF$41,929$24,782$17,147$839,578$0$839,578
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Dividends
$25,339
Net gain from sales of assets
$12,678

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$10,581
Disbursements for charitable purposes
$41,582
Excise tax on investment income
$389

Balance sheet and other

Total assets, start of year
$839,578
Total assets, end of year
$825,295
Total liabilities, end of year
$0
Net assets, end of year
$825,295
Fair market value of assets
$877,039
Qualifying distributions
$41,582
Net investment income
$37,921

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$10,581
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
NBT BANK NA
52 S BROAD STREET, NORWICH, NY 13815
TRUSTEE1$10,139

Address and contacts

Address (IRS master file)
52 S BROAD ST, NORWICH, NY 13815-1646
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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
88-6150688
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
2025
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$825,295
Income (IRS master file)
$204,926

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$38,017$52,252$825,295XML
990-PFMarch 2024$41,929$24,782$839,578XML
990-PFMarch 2023$831,139$8,704$822,434IRS

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 88-6150688).

Questions about KATHLEEN L WEBB CHARITABLE TR

What is the EIN of KATHLEEN L WEBB CHARITABLE TR?
The employer identification number (EIN) of KATHLEEN L WEBB CHARITABLE TR is 88-6150688.
Is KATHLEEN L WEBB CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to KATHLEEN L WEBB CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATHLEEN L WEBB CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHLEEN L WEBB CHARITABLE TR due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATHLEEN L WEBB CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of KATHLEEN L WEBB CHARITABLE TR?
The 990-PF for the year ended March 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,581 (NBT BANK NA, TRUSTEE).
How much revenue does KATHLEEN L WEBB CHARITABLE TR have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $38,017, expenses of $52,252 and total assets of $825,295 at year end.

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