L T Marshall Trust Uw Fbo Auburn Theo Sem

Norwich, NY
EIN: 52-1255967

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$3.86k (2024)

Expenses

$6.6k (2024)

Total Assets

$71.3k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$3,857

Expenses

$6,595

Net Income

-$2,738

Net Assets

$71,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,311	85.8%
Sales of Assets	$546	14.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,241	79.5%
Compensation of Officers*	$1,363	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,274
Total Liabilities	$0
Net Assets	$71,274

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,363	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$3,712

Expenses

$6,766

Net Income

-$3,054

Net Assets

$74,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,174	85.5%
Sales of Assets	$538	14.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,519	81.6%
Compensation of Officers*	$1,243	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,014
Total Liabilities	$0
Net Assets	$74,014

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,243	$0

990-PF

Filed on May 7, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,443

Expenses

$7,637

Net Income

-$2,194

Net Assets

$77,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,826	51.9%
Sales of Assets	$2,617	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,193	81.1%
Compensation of Officers*	$1,477	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	$77,045
Total Liabilities	$0
Net Assets	$77,045

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,477	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$4,580

Expenses

$6,574

Net Income

-$1,994

Net Assets

$79,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,943	64.3%
Sales of Assets	$1,637	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,186	78.9%
Compensation of Officers*	$1,411	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$79,275
Total Liabilities	$0
Net Assets	$79,275

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,411	$0

990-PF

Filed on May 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,451

Expenses

$6,172

Net Income

$279

Net Assets

$81,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,481	38.5%
Sales of Assets	$3,907	60.6%
Other Income	$63	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,845	78.5%
Compensation of Officers*	$1,365	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	$81,271
Total Liabilities	$1
Net Assets	$81,270

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,365	$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

$3,643

Expenses

$7,483

Net Income

-$3,840

Net Assets

$81,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,154	86.6%
Sales of Assets	$489	13.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,037	80.7%
Compensation of Officers*	$1,402	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,027
Total Liabilities	$1
Net Assets	$81,026

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,402	$0

990-PF

Filed on May 5, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$5,644

Expenses

$6,837

Net Income

-$1,193

Net Assets

$84,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,044	53.9%
Sales of Assets	$2,600	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,393	78.9%
Compensation of Officers*	$1,397	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,851
Total Liabilities	$0
Net Assets	$84,851

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,397	$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

$4,711

Expenses

$6,193

Net Income

-$1,482

Net Assets

$86,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,708	57.5%
Sales of Assets	$2,003	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,897	79.1%
Compensation of Officers*	$1,315	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	$86,063
Total Liabilities	$0
Net Assets	$86,063

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,315	$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

$3,739

Expenses

$7,034

Net Income

-$3,295

Net Assets

$87,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,787	74.5%
Sales of Assets	$952	25.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,825	82.8%
Compensation of Officers*	$1,247	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,642
Total Liabilities	$0
Net Assets	$87,642

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,247	$0

990-PF

Filed on May 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$3,541

Expenses

$7,269

Net Income

-$3,728

Net Assets

$90,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,761	78.0%
Sales of Assets	$780	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,962	82.0%
Compensation of Officers*	$1,335	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$90,927
Total Liabilities	$0
Net Assets	$90,927

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,335	$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

$6,141

Expenses

$6,690

Net Income

-$549

Net Assets

$94,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$3,184	51.8%
Sales of Assets	$2,956	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,447	81.4%
Compensation of Officers*	$1,354	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$94,626
Total Liabilities	$0
Net Assets	$94,626

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,354	$0

990-PF

Filed on May 4, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$3,657

Expenses

$6,343

Net Income

-$2,686

Net Assets

$95,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.1%
Dividends	$2,613	71.5%
Sales of Assets	$1,042	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,126	80.8%
Compensation of Officers*	$1,307	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	$95,175
Total Liabilities	$0
Net Assets	$95,175

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$1,307	$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

$6,471

Expenses

$6,251

Net Income

$220

Net Assets

$99,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.1%
Dividends	$3,907	60.4%
Sales of Assets	$2,558	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,142	82.3%
Compensation of Officers*	$1,205	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	$99,062
Total Liabilities	$1
Net Assets	$99,061

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,131

Expenses

$6,029

Net Income

-$2,898

Net Assets

$98,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.1%
Dividends	$2,636	84.2%
Sales of Assets	$491	15.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,907	81.4%
Compensation of Officers*	$1,223	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$98,842
Total Liabilities	$1
Net Assets	$98,841

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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 Dec.
2009

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 Dec.
2008

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 Dec.
2007

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

990

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

PDF

Fiscal Year Ending Dec.
2006

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

990

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

PDF

Fiscal Year Ending Dec.
2005

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

990

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

PDF

Fiscal Year Ending Dec.
2004

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

990

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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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

L T Marshall Trust Uw Fbo Auburn Theo Sem

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.86k (2024)

Expenses $6.6k (2024)

Total Assets $71.3k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$3.86k (2024)

Expenses

$6.6k (2024)

Total Assets

$71.3k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004