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Nonprofit · EIN 93-6927456

WESCOTT FAMILY CHARITABLE TR

Also known as NBT BANK NA TTEE

Tax-exempt · NORWICH, NY 13815

Financials

$1.4M$81K2023$62K$93K2024
Revenue Expenses · by fiscal year end
Financials of WESCOTT FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$61,785$92,595-$30,810$1,042,658$0$1,042,658
November 30, 2024990-PF$1,362,128$80,680$1,281,448$1,073,476$0$1,073,476
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$40,031
Net gain from sales of assets
$21,711
Other income
$43

Expenses

Grants and similar amounts paid
$70,000
Compensation of officers, directors and key employees
$17,890
Disbursements for charitable purposes
$73,269
Excise tax on investment income
$617

Balance sheet and other

Total assets, start of year
$1,073,476
Total assets, end of year
$1,042,658
Total liabilities, end of year
$0
Net assets, end of year
$1,042,658
Fair market value of assets
$1,477,501
Qualifying distributions
$73,269
Net investment income
$61,785

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 13815
CO TRUSTEE1$15,609
JAMES A HOY
5551 DUNROBIN DRIVE APT 4409, SARASOTA, FL 34238
CO TRUSTEE1$2,281
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
NBT BANK NA
52 SOUTH BROAD ST, NORWICH, NY 13815
CO TRUSTEE1$13,533
JAMES A HOY
5551 DUNROBIN DRIVE APT 4409, SARASOTA, FL 34238
CO TRUSTEE1$2,276

Address and contacts

Address (IRS master file)
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
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, 2024Check at the IRS

IRS record

EIN
93-6927456
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
2024
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,042,658
Income (IRS master file)
$236,263

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$61,785$92,595$1,042,658XML
990-PFNovember 2024$1,362,128$80,680$1,073,476XML

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 93-6927456).

Questions about WESCOTT FAMILY CHARITABLE TR

What is the EIN of WESCOTT FAMILY CHARITABLE TR?
The employer identification number (EIN) of WESCOTT FAMILY CHARITABLE TR is 93-6927456.
Is WESCOTT FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to WESCOTT FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WESCOTT FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WESCOTT FAMILY CHARITABLE TR 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 WESCOTT FAMILY CHARITABLE TR 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 WESCOTT FAMILY CHARITABLE TR?
The 990-PF for the year ended November 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,609 (NBT BANK NA, CO TRUSTEE).
How much revenue does WESCOTT FAMILY CHARITABLE TR have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $61,785, expenses of $92,595 and total assets of $1,042,658 at year end.

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