Otis Thompson FBO United Fund of Norwich
Otis Thompson FBO United Fund of Norwich is a private foundation, based in Norwich, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $62K in total assets. In 2026, it awarded 1 grant totaling $4K. Net investment income was $4K.
Otis Thompson FBO United Fund of Norwich at a glance
In short: Otis Thompson FBO United Fund of Norwich gave $4K across 1 grant in 2026 (avg $4K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,600
- +3.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $3,600
- +3.7% vs 2025
- Median grant
- $3,600
- Total assets
- $62,477
- -1.0% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Otis Thompson FBO United Fund of Norwich funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was United Way of Mid Rural New York Inc ($4K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Otis Thompson FBO United Fund of Norwich gives
- Giving held roughly steady from 2023 to 2026 (−14%). Method
- In 2026 it paid out 129% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $3K (2025) to $4K (2023). In 2026 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Mid Rural New York Inc Norwich, NY | General Operating | $3,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $62,477 | $5,214 | $5,808 | $3,600 | 1 | $4,809 | $4,267 | $3,720 |
| 2025 | $63,077 | $3,799 | $5,261 | $3,472 | 1 | $4,346 | $2,909 | $3,599 |
| 2024 | $64,537 | $2,677 | $5,323 | $3,583 | 1 | $4,455 | $1,791 | $3,471 |
| 2023 | $67,183 | $2,111 | $5,971 | $4,185 | 1 | $5,056 | $1,276 | $3,583 |
| 2022 | $71,043 | $4,921 | $5,725 | $3,848 | 1 | $4,732 | $3,962 | $4,186 |
| 2021 | $71,855 | $4,233 | $5,801 | $3,842 | 1 | — | $3,250 | $3,847 |
| 2020 | $73,427 | $6,351 | $5,825 | $3,993 | 1 | — | $5,423 | $3,842 |
Under IRS private-foundation payout rules, Otis Thompson FBO United Fund of Norwich reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Otis Thompson FBO United Fund of Norwich's only listed officer is NBT Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
NBT Bank NA
Trustee
On filings since 2020
1 hr/week
$980 (2020) → $1K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $1K, to NBT Bank NA (Trustee).
Frequently asked questions about Otis Thompson FBO United Fund of Norwich
How much does Otis Thompson FBO United Fund of Norwich give each year?
Otis Thompson FBO United Fund of Norwich gave $4K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $3K across 1 grant.
How large is Otis Thompson FBO United Fund of Norwich?
Otis Thompson FBO United Fund of Norwich reported $62K in total assets on its 2026 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Otis Thompson FBO United Fund of Norwich operate?
Otis Thompson FBO United Fund of Norwich has awarded grants in New York.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 5, 2026)
- IRS filings on file for fiscal years 2020–2025
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