Trust Uw Halston D Bly Trust B

Norwich, NY
Tax-exempt since Feb. 1973
EIN: 16-6154358

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$33k (2025)

Expenses

$102k (2025)

Total Assets

$379k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$33,047

Expenses

$101,889

Net Income

-$68,842

Net Assets

$378,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,483	46.9%
Sales of Assets	$17,521	53.0%
Other Income	$43	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,985	94.2%
Compensation of Officers*	$5,797	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$378,699
Total Liabilities	$0
Net Assets	$378,699

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,797	$0

990-PF

Filed on Feb. 5, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$33,690

Expenses

$225,791

Net Income

-$192,101

Net Assets

$447,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,934	62.1%
Sales of Assets	$12,756	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,425	96.7%
Compensation of Officers*	$7,654	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$447,589
Total Liabilities	$0
Net Assets	$447,589

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$7,654	$0

990-PF

Filed on Feb. 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$27,416

Expenses

$85,336

Net Income

-$57,920

Net Assets

$639,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,932	80.0%
Sales of Assets	$4,997	18.2%
Other Income	$487	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,410	90.7%
Compensation of Officers*	$8,485	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$639,694
Total Liabilities	$0
Net Assets	$639,694

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$8,485	$0

990-PF

Filed on Feb. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$30,766

Expenses

$74,216

Net Income

-$43,450

Net Assets

$697,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,251	69.1%
Sales of Assets	$9,515	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,238	85.2%
Compensation of Officers*	$9,962	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$697,808
Total Liabilities	$0
Net Assets	$697,808

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,962	$0

990-PF

Filed on Feb. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$88,474

Expenses

$99,310

Net Income

-$10,836

Net Assets

$732,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,391	23.0%
Sales of Assets	$68,083	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,194	89.8%
Compensation of Officers*	$10,988	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$732,082
Total Liabilities	$0
Net Assets	$732,082

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,988	$0

990-PF

Filed on Jan. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$1,458

Expenses

$107,994

Net Income

-$106,536

Net Assets

$752,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,390	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,235	91.0%
Compensation of Officers*	$10,439	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$752,093
Total Liabilities	$1
Net Assets	$752,092

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,439	$0

990-PF

Filed on Jan. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$31,627

Expenses

$38,276

Net Income

-$6,649

Net Assets

$858,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,770	84.6%
Sales of Assets	$4,857	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,297	68.7%
Compensation of Officers*	$10,824	28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$858,629
Total Liabilities	$1
Net Assets	$858,628

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,824	$0

990-PF

Filed on Feb. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$729,143

Expenses

$80,853

Net Income

$648,290

Net Assets

$865,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$673,075	92.3%
Interest Revenue	$0
Dividends	$14,141	1.9%
Sales of Assets	$41,927	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,944	89.0%
Compensation of Officers*	$9,451	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$865,286
Total Liabilities	$0
Net Assets	$865,286

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,451	$0

990-PF

Filed on Feb. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$34,232

Expenses

$58,717

Net Income

-$24,485

Net Assets

$247,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,101	38.3%
Interest Revenue	$0
Dividends	$6,953	20.3%
Sales of Assets	$14,178	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,108	93.9%
Compensation of Officers*	$3,897	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$247,705
Total Liabilities	$0
Net Assets	$247,705

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$3,897	$0

990-PF

Filed on Jan. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Revenue

$21,081

Expenses

$55,261

Net Income

-$34,180

Net Assets

$303,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,347	44.3%
Interest Revenue	$1	0.0%
Dividends	$10,054	47.7%
Sales of Assets	$1,679	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,553	91.5%
Compensation of Officers*	$3,153	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,966
Total Liabilities	$0
Net Assets	$303,966

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$3,153	$0

990-PF

Filed on Jan. 17, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$50,289

Expenses

$61,148

Net Income

-$10,859

Net Assets

$338,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,327	20.5%
Interest Revenue	$1	0.0%
Dividends	$8,985	17.9%
Sales of Assets	$30,976	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,707	91.1%
Compensation of Officers*	$6,046	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$338,146
Total Liabilities	$0
Net Assets	$338,146

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$6,046	$0

990-PF

Filed on Oct. 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$25,236

Expenses

$62,042

Net Income

-$36,806

Net Assets

$349,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,157	40.2%
Interest Revenue	$0
Dividends	$12,186	48.3%
Sales of Assets	$2,549	10.1%
Other Income	$344	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,721	89.8%
Compensation of Officers*	$6,181	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,005
Total Liabilities	$1
Net Assets	$349,004

990-PF

Filed on Jan. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$30,139

Expenses

$27,012

Net Income

$3,127

Net Assets

$391,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,284	34.1%
Interest Revenue	$1	0.0%
Dividends	$12,324	40.9%
Sales of Assets	$7,530	25.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,726	76.7%
Compensation of Officers*	$6,219	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,291
Total Liabilities	$1
Net Assets	$391,290

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$70,830

Expenses

$67,211

Net Income

$3,619

Net Assets

$388,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,540	17.7%
Interest Revenue	$14	0.0%
Dividends	$12,597	17.8%
Sales of Assets	$45,679	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,781	90.4%
Compensation of Officers*	$6,786	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$388,164
Total Liabilities	$1
Net Assets	$388,163

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Trust Uw Halston D Bly Trust B

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33k (2025)

Expenses $102k (2025)

Total Assets $379k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Revenue

$33k (2025)

Expenses

$102k (2025)

Total Assets

$379k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001