Trust Uw Halton D Bly Tr B
Trust Uw Halton D Bly Tr B is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $217K. Net investment income was $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$448K
-30.0% YoY
Annual Giving
$217K
+183.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$217K
+183.6% YoY
About Trust Uw Halton D Bly Tr B
Based on IRS filings
Trust Uw Halton D Bly Tr B is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $217K. Net investment income was $27K.
Ready to take the next step with Trust Uw Halton D Bly Tr B?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $447,589 | $639,694 | $697,808 |
| Revenue | $33,690 | $27,416 | $30,766 |
| Expenses | $225,791 | $85,336 | $74,216 |
| Qualifying Distributions | $218,425 | $77,410 | $63,238 |
| Net Investment Income | $26,544 | $18,945 | $21,680 |
| Distributable Amount | $29,921 | $33,542 | $39,005 |
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
No grants recorded for .
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 | $7,654 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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