The Marguerite V Schneeberger Trust FBO

Private foundation · Grantmaker Norwich, NY EIN: 27-6333290

The Marguerite V Schneeberger Trust FBO is a private foundation, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $949K in total assets. In 2025, it awarded 1 grant totaling $28K. Net investment income was $57K.

Key facts about The Marguerite V Schneeberger Trust FBO

In short: The Marguerite V Schneeberger Trust FBO gave $28K across 1 grant in 2025 (avg $28K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
27-6333290
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$28,288
Grants made (2025)
1
Average grant
$28,288
Median grant
$28,288
Total assets
$948,555
Primary geography
District of Columbia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$949K

+2.8% YoY

Annual Giving

$28K

-42.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$28K

-42.0% YoY

Under IRS private-foundation payout rules, The Marguerite V Schneeberger Trust FBO reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

How The Marguerite V Schneeberger Trust FBO gives

  • In 2025 it paid out 58% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Washington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 1 grant2020 1 grant2021 0 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $28K (2025) to $109K (2023). In 2025 it made 1 grant totaling $28K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Smithsonian Institution: $28KSmithsonian Institution$28K

The largest 2025 recipient was Smithsonian Institution ($28K).

Grant Size Distribution

4 grants across all recorded years

2<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 4 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Smithsonian Institution Washington, DCGeneral Operating Support$28,288

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$948,555$922,755$943,029
Revenue$69,586$43,108$37,251
Expenses$43,695$63,382$122,595
Qualifying Distributions$30,733$51,491$110,475
Net Investment Income$57,275$31,401$25,319
Distributable Amount$53,238$51,059$48,797

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 6, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The Marguerite V Schneeberger Trust FBO's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • NBT Bank NA

    Trustee

    On filings since 2019

    1 hr/week

    $13K (2019) → $13K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

NBT Bank NA — Trustee: $13KNBT Bank NATrustee$13K

The highest reported compensation on the 2025 filing was $13K, to NBT Bank NA (Trustee).

Frequently asked questions about The Marguerite V Schneeberger Trust FBO

How much does The Marguerite V Schneeberger Trust FBO give each year?

The Marguerite V Schneeberger Trust FBO gave $28K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $49K across 1 grant.

How large is The Marguerite V Schneeberger Trust FBO?

The Marguerite V Schneeberger Trust FBO reported $949K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does The Marguerite V Schneeberger Trust FBO operate?

The Marguerite V Schneeberger Trust FBO has awarded grants in District of Columbia.

What is The Marguerite V Schneeberger Trust FBO's EIN?

The Marguerite V Schneeberger Trust FBO's EIN (Employer Identification Number) is 27-6333290. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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