TW Anne E Ahern Charitable Trust
TW Anne E Ahern Charitable Trust is a private foundation focused on Education, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $588K in total assets. In 2025, it awarded 2 grants totaling $35K. Net investment income was $25K.
Key facts about TW Anne E Ahern Charitable Trust
In short: TW Anne E Ahern Charitable Trust gave $35K across 2 grants in 2025 (avg $18K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6363148
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $35,138
- Grants made (2025)
- 2
- Average grant
- $17,569
- Median grant
- $17,569
- Total assets
- $587,843
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$588K
-2.2% YoY
Annual Giving
$35K
+6.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$18K
+6.7% YoY
Under IRS private-foundation payout rules, TW Anne E Ahern Charitable Trust reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
How TW Anne E Ahern Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2020) to $42K (2019). In 2025 it made 2 grants totaling $35K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Seton Catholic High School ($18K). Together the top 2 received $35K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Seton Catholic High School Binghamton, NY | Scholarships | $17,569 |
| Broome Community College Foundation Inc Binghamton, NY | Scholarships | $17,569 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $587,843 | $600,998 | $620,495 |
| Revenue | $34,795 | $24,647 | $33,157 |
| Expenses | $47,947 | $44,104 | $46,056 |
| Qualifying Distributions | $37,625 | $34,048 | $36,951 |
| Net Investment Income | $24,567 | $15,101 | $23,599 |
| Distributable Amount | $37,040 | $35,138 | $32,936 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
TW Anne E Ahern Charitable Trust'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
$10K (2019) → $11K (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 $11K, to NBT Bank NA (Trustee).
Frequently asked questions about TW Anne E Ahern Charitable Trust
How much does TW Anne E Ahern Charitable Trust give each year?
TW Anne E Ahern Charitable Trust gave $35K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 2 grants.
How large is TW Anne E Ahern Charitable Trust?
TW Anne E Ahern Charitable Trust reported $588K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What is TW Anne E Ahern Charitable Trust?
TW Anne E Ahern Charitable Trust is a private foundation focused on Education, based in Norwich, NY. It holds $588K in total assets as of 2025.
Where does TW Anne E Ahern Charitable Trust operate?
TW Anne E Ahern Charitable Trust has awarded grants in New York.
What is TW Anne E Ahern Charitable Trust's EIN?
TW Anne E Ahern Charitable Trust's EIN (Employer Identification Number) is 16-6363148. 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.
Here's the math on researching TW Anne E Ahern Charitable Trust by hand.
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