Otis Thompson Fbo United Fund of Norwich

NORWICH, NY EIN: 16-6212833

Otis Thompson Fbo United Fund of Norwich is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $63K in total assets. In 2025, it awarded 1 grants totaling $3K. Net investment income was $3K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$63K

-2.3% YoY

Annual Giving

$3K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-3.1% YoY

Under IRS private-foundation payout rules, Otis Thompson Fbo United Fund of Norwich reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

About Otis Thompson Fbo United Fund of Norwich

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $19K (100%)

States

New York

Cities

Norwich

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$63,077	$64,537	$67,183
Revenue	$3,799	$2,677	$2,111
Expenses	$5,261	$5,323	$5,971
Qualifying Distributions	$4,346	$4,455	$5,056
Net Investment Income	$2,909	$1,791	$1,276
Distributable Amount	$3,599	$3,471	$3,583

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include United Way of Mid Rural New York Inc ($3,472).

Recipient	Purpose	Amount
UNITED WAY OF MID RURAL NEW YORK INC NORWICH, NY	GENERAL OPERATING	$3,472

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$939

Frequently Asked Questions

How large is Otis Thompson Fbo United Fund of Norwich?

As of 2025, Otis Thompson Fbo United Fund of Norwich holds $63K in total assets with $4K in annual revenue. It awarded 1 grants totaling $3K in 2025.

Where does Otis Thompson Fbo United Fund of Norwich operate?

Otis Thompson Fbo United Fund of Norwich has awarded grants in New York.

What size grants does Otis Thompson Fbo United Fund of Norwich award?

In 2025, Otis Thompson Fbo United Fund of Norwich awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Otis Thompson Fbo United Fund of Norwich required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Otis Thompson Fbo United Fund of Norwich reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Otis Thompson Fbo United Fund of Norwich's EIN?

Otis Thompson Fbo United Fund of Norwich's EIN (Employer Identification Number) is 16-6212833. IRS Form 990 filing data is available on this page for 2020–2025.