Theresa & Belle Thompson Fbo Ucc First

NORWICH, NY EIN: 16-6217822

Theresa & Belle Thompson Fbo Ucc First is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $203K. Net investment income was $121K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

-3.4% YoY

Annual Giving

$203K

+31.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$203K

+31.8% YoY

Under IRS private-foundation payout rules, Theresa & Belle Thompson Fbo Ucc First reported a distributable amount of $178K for 2024 — the minimum it must pay out in qualifying distributions.

About Theresa & Belle Thompson Fbo Ucc First

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $882K (100%)

States

New York

Cities

Norwich

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,490,612	$2,577,261	$2,643,483
Revenue	$143,123	$115,645	$204,776
Expenses	$228,740	$182,301	$215,094
Qualifying Distributions	$206,254	$156,420	$192,941
Net Investment Income	$120,554	$93,461	$182,840
Distributable Amount	$177,875	$172,212	$184,760

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Church of Christ ($203,002).

Recipient	Purpose	Amount
UNITED CHURCH OF CHRIST NORWICH, NY	GENERAL OPERATING SUPPORT	$203,002

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$22,720

Frequently Asked Questions

How large is Theresa & Belle Thompson Fbo Ucc First?

As of 2024, Theresa & Belle Thompson Fbo Ucc First holds $2.5M in total assets with $143K in annual revenue. It awarded 1 grants totaling $203K in 2024.

Where does Theresa & Belle Thompson Fbo Ucc First operate?

Theresa & Belle Thompson Fbo Ucc First has awarded grants in New York.

What size grants does Theresa & Belle Thompson Fbo Ucc First award?

In 2024, Theresa & Belle Thompson Fbo Ucc First awarded 1 grants totaling $203K — an average of about $203K per grant, based on its IRS Form 990 filings.

How much is Theresa & Belle Thompson Fbo Ucc First required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Theresa & Belle Thompson Fbo Ucc First reported a distributable amount of $178K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Theresa & Belle Thompson Fbo Ucc First's EIN?

Theresa & Belle Thompson Fbo Ucc First's EIN (Employer Identification Number) is 16-6217822. IRS Form 990 filing data is available on this page for 2020–2024.