Claud D Steffenhagen Trust Uw

Norwich, NY
Tax-exempt since Feb. 2008
EIN: 16-6384243

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$2.24k (2023)

Expenses

$87.2k (2023)

Total Assets

$1.08M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

-$2,243

Expenses

$87,156

Net Income

-$89,399

Net Assets

$1,076,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,687
Sales of Assets	-$35,612
Other Income	$1,682

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,373	88.8%
Compensation of Officers*	$9,941	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,076,527
Total Liabilities	$0
Net Assets	$1,076,527

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$9,941	$0

990-PF

Filed on May 7, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$12,107

Expenses

$80,902

Net Income

-$93,009

Net Assets

$1,165,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,177
Sales of Assets	-$42,284
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,941	82.7%
Compensation of Officers*	$10,338	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,165,515
Total Liabilities	$0
Net Assets	$1,165,515

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,338	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$172,553

Expenses

$71,507

Net Income

$101,046

Net Assets

$1,258,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,841	16.7%
Sales of Assets	$141,898	82.2%
Other Income	$1,814	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,147	85.5%
Compensation of Officers*	$10,936	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,258,835
Total Liabilities	$0
Net Assets	$1,258,835

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,936	$0

990-PF

Filed on May 7, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$53,139

Expenses

$73,879

Net Income

-$20,740

Net Assets

$1,157,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,844	56.2%
Sales of Assets	$23,295	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,594	79.3%
Compensation of Officers*	$10,288	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,157,914
Total Liabilities	$1
Net Assets	$1,157,913

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,288	$0

990-PF

Filed on May 6, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$160,915

Expenses

$68,790

Net Income

$92,125

Net Assets

$1,178,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,728	22.2%
Sales of Assets	$125,187	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,591	85.2%
Compensation of Officers*	$10,258	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,178,525
Total Liabilities	$1
Net Assets	$1,178,524

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,258	$0

990-PF

Filed on May 5, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$66,859

Expenses

$78,828

Net Income

-$11,969

Net Assets

$1,086,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,156	46.6%
Sales of Assets	$35,703	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,951	84.9%
Compensation of Officers*	$10,465	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,086,275
Total Liabilities	$0
Net Assets	$1,086,275

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,465	$0

990-PF

Filed on May 5, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$54,280

Expenses

$71,627

Net Income

-$17,347

Net Assets

$1,098,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,651	52.8%
Sales of Assets	$25,476	46.9%
Other Income	$153	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,459	85.8%
Compensation of Officers*	$10,384	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,098,496
Total Liabilities	$0
Net Assets	$1,098,496

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,384	$0

990-PF

Filed on May 4, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$32,743

Expenses

$69,411

Net Income

-$36,668

Net Assets

$1,116,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,600	93.5%
Sales of Assets	$1,991	6.1%
Other Income	$152	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,837	86.2%
Compensation of Officers*	$10,066	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,286
Total Liabilities	$0
Net Assets	$1,116,286

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,066	$0

990-PF

Filed on May 6, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$69,818

Expenses

$75,677

Net Income

-$5,859

Net Assets

$1,153,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,834	44.2%
Sales of Assets	$38,984	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,705	84.2%
Compensation of Officers*	$10,332	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,153,178
Total Liabilities	$0
Net Assets	$1,153,178

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,332	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$145,031

Expenses

$74,410

Net Income

$70,621

Net Assets

$1,159,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$34,569	23.8%
Sales of Assets	$110,461	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,260	86.4%
Compensation of Officers*	$10,541	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,159
Total Liabilities	$0
Net Assets	$1,159,159

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,541	$0

990-PF

Filed on May 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$64,525

Expenses

$71,996

Net Income

-$7,471

Net Assets

$1,088,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$31,914	49.5%
Sales of Assets	$32,610	50.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,578	86.9%
Compensation of Officers*	$10,374	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	$1,088,538
Total Liabilities	$0
Net Assets	$1,088,538

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,374	$0

990-PF

Filed on May 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$57,867

Expenses

$67,826

Net Income

-$9,959

Net Assets

$1,131,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$36,711	63.4%
Sales of Assets	$20,707	35.8%
Other Income	$448	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,613	86.4%
Compensation of Officers*	$10,210	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,131,922
Total Liabilities	$1
Net Assets	$1,131,921

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$101,421

Expenses

$78,144

Net Income

$23,277

Net Assets

$1,141,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$36,354	35.8%
Sales of Assets	$65,065	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,799	82.9%
Compensation of Officers*	$10,383	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,141,881
Total Liabilities	$1
Net Assets	$1,141,880

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.

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Updated September 25, 2025

Claud D Steffenhagen Trust Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$2.24k (2023)

Expenses $87.2k (2023)

Total Assets $1.08M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

−$2.24k (2023)

Expenses

$87.2k (2023)

Total Assets

$1.08M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006