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EIN 16-6296590

Ta Raeburn J Wharton-Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Norwich
State
New York
Year formed
1991
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Ta Raeburn J Wharton-Charitable Trust is a private foundation located in Norwich, NY that primarily funds general operating. Grantees of the trust include Albany Medical Center and the trust made one grant last year.
Also known as...
18-254770
Total revenues
$23,013
2023
Total expenses
$40,419
2023
Total assets
$456,364
2023
Num. employees
0
2023

Grants made by Ta Raeburn J Wharton-Charitable Trust

GranteeGrant descriptionAmount
Albany Medical Center Group OrganizationGeneral Operating$30,427

Personnel at Ta Raeburn J Wharton-Charitable Trust

NameTitleCompensation
Timothy J HandySenior Vice President
Nbt Bank NaTrustee$9,403

Financials for Ta Raeburn J Wharton-Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$19,582
Net rental income$0
Net gain from sale of non-inventory assets$3,160
Gross sales of inventory$0
Miscellaneous revenues$271
Total revenues$23,013

Form 990s for Ta Raeburn J Wharton-Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-07990PFView PDF
2020-122021-05-06990PFView PDF
2019-122020-09-11990PRView PDF
...and 8 more Form 990s
Data update history
July 11, 2024
Used new vendors
Identified 1 new vendor, including
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
April 13, 2022
Updated personnel
Identified 1 new personnel
April 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
C/O NBT Bank Na 52 S Broad St
Norwich, NY 13815
County
Chenango County, NY
Phone
(607) 337-6136
IRS details
EIN
16-6296590
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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