Ann Ahern Char Tr Uw

Private Clients Group

Norwich, NY
Tax-exempt since March 1992
EIN: 16-6363148

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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

$24.6k (2024)

Expenses

$44.1k (2024)

Total Assets

$601k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

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 Oct.
2024

Revenue

$24,647

Expenses

$44,104

Net Income

-$19,457

Net Assets

$600,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,566	87.5%
Sales of Assets	$3,081	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,048	77.2%
Compensation of Officers*	$10,119	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,998
Total Liabilities	$0
Net Assets	$600,998

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,119	$0

990-PF

Filed on March 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$33,157

Expenses

$46,056

Net Income

-$12,899

Net Assets

$620,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,939	57.1%
Sales of Assets	$13,806	41.6%
Other Income	$412	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,951	80.2%
Compensation of Officers*	$9,647	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$620,495
Total Liabilities	$0
Net Assets	$620,495

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,647	$0

990-PF

Filed on March 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$20,476

Expenses

$49,871

Net Income

-$29,395

Net Assets

$633,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,272	94.1%
Sales of Assets	$1,204	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,291	78.8%
Compensation of Officers*	$10,435	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,618
Total Liabilities	$0
Net Assets	$633,618

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,435	$0

990-PF

Filed on March 6, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$60,261

Expenses

$47,822

Net Income

$12,439

Net Assets

$663,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,431	25.6%
Sales of Assets	$44,830	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,311	78.0%
Compensation of Officers*	$10,991	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	$663,020
Total Liabilities	$0
Net Assets	$663,020

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,991	$0

990-PF

Filed on Feb. 24, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$44,365

Expenses

$35,667

Net Income

$8,698

Net Assets

$650,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,049	42.9%
Sales of Assets	$25,316	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,081	70.3%
Compensation of Officers*	$9,813	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,577
Total Liabilities	$1
Net Assets	$650,576

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,813	$0

990-PF

Filed on Feb. 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$99,843

Expenses

$52,674

Net Income

$47,169

Net Assets

$641,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,002	20.0%
Sales of Assets	$79,841	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,097	81.8%
Compensation of Officers*	$9,974	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$641,877
Total Liabilities	$1
Net Assets	$641,876

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,974	$0

990-PF

Filed on March 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$44,734

Expenses

$51,655

Net Income

-$6,921

Net Assets

$594,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,613	37.1%
Sales of Assets	$28,121	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,702	78.8%
Compensation of Officers*	$10,839	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$594,710
Total Liabilities	$0
Net Assets	$594,710

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,839	$0

990-PF

Filed on Feb. 27, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$31,161

Expenses

$46,044

Net Income

-$14,883

Net Assets

$601,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,926	54.3%
Sales of Assets	$14,171	45.5%
Other Income	$64	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,481	79.2%
Compensation of Officers*	$10,229	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$601,629
Total Liabilities	$0
Net Assets	$601,629

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,229	$0

990-PF

Filed on Feb. 15, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
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 Oct.
2015

Revenue

$30,292

Expenses

$48,928

Net Income

-$18,636

Net Assets

$645,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$20,297	67.0%
Sales of Assets	$9,988	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,260	80.2%
Compensation of Officers*	$7,028	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,362
Total Liabilities	$0
Net Assets	$645,362

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$7,028	$0

990-PF

Filed on Jan. 18, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$49,144

Expenses

$50,085

Net Income

-$941

Net Assets

$663,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$17,034	34.7%
Sales of Assets	$32,109	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,283	78.4%
Compensation of Officers*	$10,820	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$663,998
Total Liabilities	$0
Net Assets	$663,998

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,820	$0

990-PF

Filed on Nov. 25, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$62,914

Expenses

$45,516

Net Income

$17,398

Net Assets

$664,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$17,386	27.6%
Sales of Assets	$45,324	72.0%
Other Income	$197	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,019	79.1%
Compensation of Officers*	$10,239	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$664,939
Total Liabilities	$1
Net Assets	$664,938

990-PF

Filed on Jan. 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$29,980

Expenses

$44,960

Net Income

-$14,980

Net Assets

$651,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$18,715	62.4%
Sales of Assets	$11,254	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,990	80.0%
Compensation of Officers*	$9,952	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$651,414
Total Liabilities	$1
Net Assets	$651,413

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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 »

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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.
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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.

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Updated March 23, 2026

Ann Ahern Char Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.6k (2024)

Expenses $44.1k (2024)

Total Assets $601k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Revenue

$24.6k (2024)

Expenses

$44.1k (2024)

Total Assets

$601k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

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2023

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2022

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2021

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2020

Fiscal Year Ending Oct.
2019

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2018

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2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

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2011

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2010

Fiscal Year Ending Oct.
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