Trust Uw Halton D BLY Tr B
Trust Uw Halton D BLY Tr B is a private foundation focused on Philanthropy, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $379K in total assets. In 2025, it awarded 1 grant totaling $95K. Net investment income was $28K.
Trust Uw Halton D BLY Tr B at a glance
In short: Trust Uw Halton D BLY Tr B gave $95K across 1 grant in 2025 (avg $95K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $94,575
- -56.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $94,575
- -56.4% vs 2024
- Median grant
- $94,575
- Total assets
- $378,699
- -15.4% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Trust Uw Halton D BLY Tr B funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Nebraska Foundation ($95K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Trust Uw Halton D BLY Tr B gives
- Giving grew 54% from 2022 to 2025. Method
- In 2025 it paid out 425% 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 2019 to 2025, annual grant giving ranged from $24K (2019) to $217K (2024). In 2025 it made 1 grant totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Nebraska Foundation Lincoln, NE | General Support | $94,575 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $378,699 | $33,047 | $101,889 | $94,575 | 1 | $95,985 | $27,581 | $22,600 |
| 2024 | $447,589 | $33,690 | $225,791 | $216,830 | 1 | $218,425 | $26,544 | $29,921 |
| 2023 | $639,694 | $27,416 | $85,336 | $76,461 | 1 | $77,410 | $18,945 | $33,542 |
| 2022 | $697,808 | $30,766 | $74,216 | $61,412 | 1 | $63,238 | $21,680 | $39,005 |
| 2021 | $732,082 | $88,474 | $99,310 | $87,265 | 1 | — | $78,519 | $42,829 |
| 2020 | $752,093 | $1,458 | $107,994 | $96,361 | 1 | — | $14,631 | $41,189 |
| 2019 | $858,629 | $31,627 | $38,276 | $23,655 | 1 | — | $21,363 | $42,710 |
Under IRS private-foundation payout rules, Trust Uw Halton D BLY Tr B reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust Uw Halton D BLY Tr B'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
$11K (2019) → $6K (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
The highest reported compensation on the 2025 filing was $6K, to NBT Bank NA (Trustee).
Frequently asked questions about Trust Uw Halton D BLY Tr B
How much does Trust Uw Halton D BLY Tr B give each year?
Trust Uw Halton D BLY Tr B gave $95K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $217K across 1 grant.
How large is Trust Uw Halton D BLY Tr B?
Trust Uw Halton D BLY Tr B reported $379K in total assets on its 2025 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
What is Trust Uw Halton D BLY Tr B?
Trust Uw Halton D BLY Tr B is a private foundation focused on Philanthropy, based in Norwich, NY. It holds $379K in total assets as of 2025.
Where does Trust Uw Halton D BLY Tr B operate?
Trust Uw Halton D BLY Tr B has awarded grants in Nebraska.
What is Trust Uw Halton D BLY Tr B's EIN?
Trust Uw Halton D BLY Tr B's EIN (Employer Identification Number) is 16-6154358. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- IRS filings on file for fiscal years 2019–2025
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