William Merwin Tr FBO United Health Services
William Merwin Tr FBO United Health Services is a private foundation, based in Norwich, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $100K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $3K.
William Merwin Tr FBO United Health Services at a glance
In short: William Merwin Tr FBO United Health Services gave $3K across 1 grant in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,681
- -48.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,681
- -48.1% vs 2024
- Median grant
- $2,681
- Total assets
- $100,328
- -0.7% vs 2024
- Primary geography
- New York (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 William Merwin Tr FBO United Health Services funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was United Health Services Foundation ($3K).
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 2025 grant dollars on its one itemized grant.
States
Cities
How William Merwin Tr FBO United Health Services gives
- Giving fell 54% from 2022 to 2025. Method
- In 2025 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $3K (2025) to $6K (2022). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Health Services Foundation Binghamton, NY | Unrestricted Charitable | $2,681 |
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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 | $100,328 | $4,262 | $4,973 | $2,681 | 1 | $3,598 | $2,974 | $5,432 |
| 2024 | $101,050 | $5,767 | $7,316 | $5,162 | 1 | $6,074 | $4,531 | $5,199 |
| 2023 | $102,599 | $3,451 | $7,953 | $5,844 | 1 | $6,752 | $2,163 | $5,161 |
| 2022 | $107,099 | $5,142 | $7,721 | $5,880 | 1 | $6,079 | $3,779 | $5,843 |
| 2021 | $109,689 | $15,468 | $7,932 | $5,449 | 1 | — | $14,080 | $5,879 |
Under IRS private-foundation payout rules, William Merwin Tr FBO United Health Services reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Merwin Tr FBO United Health Services's only listed officer is NBT Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $1K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $1K, to NBT Bank NA (Trustee).
Frequently asked questions about William Merwin Tr FBO United Health Services
How much does William Merwin Tr FBO United Health Services give each year?
William Merwin Tr FBO United Health Services gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is William Merwin Tr FBO United Health Services?
William Merwin Tr FBO United Health Services reported $100K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does William Merwin Tr FBO United Health Services operate?
William Merwin Tr FBO United Health Services has awarded grants in New York.
What is William Merwin Tr FBO United Health Services's EIN?
William Merwin Tr FBO United Health Services's EIN (Employer Identification Number) is 26-6091864. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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