Loren Mcpherson Charitable Tr

Norwich, NY
Tax-exempt since July 1999
EIN: 16-6474318

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$19.4k (2025)

Expenses

$24.7k (2025)

Total Assets

$341k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 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 April
2025

Revenue

$19,429

Expenses

$24,738

Net Income

-$5,309

Net Assets

$340,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,795	60.7%
Sales of Assets	$7,634	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,912	80.5%
Compensation of Officers*	$4,883	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$340,732
Total Liabilities	$0
Net Assets	$340,732

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$4,883	$0

990-PF

Filed on Sept. 7, 2025

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

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Fiscal Year Ending April
2024

Revenue

$16,158

Expenses

$24,511

Net Income

-$8,353

Net Assets

$346,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,851	73.3%
Sales of Assets	$4,173	25.8%
Other Income	$134	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,117	82.1%
Compensation of Officers*	$4,654	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$346,044
Total Liabilities	$0
Net Assets	$346,044

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$4,654	$0

990-PF

Filed on Sept. 7, 2024

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Fiscal Year Ending April
2023

Revenue

$10,076

Expenses

$28,083

Net Income

-$18,007

Net Assets

$354,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,250	> 100%
Sales of Assets	-$1,174
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,069	82.1%
Compensation of Officers*	$4,805	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,403
Total Liabilities	$0
Net Assets	$354,403

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$4,805	$0

990-PF

Filed on Sept. 2, 2023

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

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Fiscal Year Ending April
2022

Revenue

$28,378

Expenses

$27,045

Net Income

$1,333

Net Assets

$372,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,856	34.7%
Sales of Assets	$18,522	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,875	80.9%
Compensation of Officers*	$5,575	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$372,406
Total Liabilities	$0
Net Assets	$372,406

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,575	$0

990-PF

Filed on Sept. 2, 2022

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

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Fiscal Year Ending April
2021

Revenue

$15,415

Expenses

$25,947

Net Income

-$10,532

Net Assets

$371,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,948	58.0%
Sales of Assets	$6,467	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,953	80.8%
Compensation of Officers*	$5,006	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$371,112
Total Liabilities	$1
Net Assets	$371,111

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,006	$0

990-PF

Filed on Sept. 1, 2021

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Fiscal Year Ending April
2020

Revenue

$29,672

Expenses

$26,320

Net Income

$3,352

Net Assets

$381,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,558	39.0%
Sales of Assets	$18,114	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,471	81.6%
Compensation of Officers*	$5,075	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,636
Total Liabilities	$1
Net Assets	$381,635

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,075	$0

990-PF

Filed on Aug. 28, 2020

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

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Fiscal Year Ending April
2019

Revenue

$17,563

Expenses

$27,338

Net Income

-$9,775

Net Assets

$378,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,681	66.5%
Sales of Assets	$4,599	26.2%
Other Income	$1,283	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,446	82.1%
Compensation of Officers*	$5,095	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$378,234
Total Liabilities	$0
Net Assets	$378,234

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,095	$0

990-PF

Filed on Aug. 29, 2019

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Fiscal Year Ending April
2018

Revenue

$14,123

Expenses

$28,033

Net Income

-$13,910

Net Assets

$388,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,484	74.2%
Sales of Assets	$3,639	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,053	71.5%
Compensation of Officers*	$5,350	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$388,063
Total Liabilities	$0
Net Assets	$388,063

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,350	$0

990-PF

Filed on Sept. 5, 2018

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Fiscal Year Ending April
2017

Revenue

$88,843

Expenses

$23,881

Net Income

$64,962

Net Assets

$401,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,955	13.5%
Sales of Assets	$76,888	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,221	80.5%
Compensation of Officers*	$5,054	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$401,974
Total Liabilities	$0
Net Assets	$401,974

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,054	$0

990-PF

Filed on Aug. 25, 2017

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

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Fiscal Year Ending April
2016

Revenue

$17,739

Expenses

$27,442

Net Income

-$9,703

Net Assets

$339,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,597	59.7%
Sales of Assets	$7,142	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,904	79.8%
Compensation of Officers*	$5,162	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,613
Total Liabilities	$0
Net Assets	$339,613

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$5,162	$0

990-PF

Filed on Aug. 19, 2016

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Fiscal Year Ending April
2015

Revenue

$29,960

Expenses

$22,478

Net Income

$7,482

Net Assets

$349,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$11,410	38.1%
Sales of Assets	$18,549	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,185	80.9%
Compensation of Officers*	$3,696	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,431
Total Liabilities	$0
Net Assets	$349,431

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$3,696	$0

990-PF

Filed on Aug. 13, 2015

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

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Fiscal Year Ending April
2014

Revenue

$36,013

Expenses

$22,759

Net Income

$13,254

Net Assets

$341,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$9,598	26.7%
Sales of Assets	$26,413	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,128	84.0%
Compensation of Officers*	$3,503	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,996
Total Liabilities	$0
Net Assets	$341,996

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$3,503	$0

990-PF

Filed on Aug. 8, 2014

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Fiscal Year Ending April
2013

Revenue

$12,194

Expenses

$22,015

Net Income

-$9,821

Net Assets

$328,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$8,928	73.2%
Sales of Assets	$3,264	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,620	84.6%
Compensation of Officers*	$3,282	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	$328,783
Total Liabilities	$1
Net Assets	$328,782

990-PF

Filed on Jan. 11, 2014

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Fiscal Year Ending April
2012

Revenue

$20,117

Expenses

$21,757

Net Income

-$1,640

Net Assets

$338,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,711	48.3%
Sales of Assets	$10,406	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,167	83.5%
Compensation of Officers*	$2,799	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$338,604
Total Liabilities	$1
Net Assets	$338,603

990

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

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

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

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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.

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Updated March 23, 2026

Loren Mcpherson Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $19.4k (2025)

Expenses $24.7k (2025)

Total Assets $341k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$19.4k (2025)

Expenses

$24.7k (2025)

Total Assets

$341k (2025)

Total Liabilities

$0 (2025)

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2025

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