William Merwin Tr Fbo United Health Services

NORWICH, NY EIN: 26-6091864

William Merwin Tr Fbo United Health Services is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $3K. Net investment income was $3K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$100K

-0.7% YoY

Annual Giving

$3K

-48.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-48.1% YoY

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.

About William Merwin Tr Fbo United Health Services

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $25K (100%)

States

New York

Cities

Binghamton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$100,328	$101,050	$102,599
Revenue	$4,262	$5,767	$3,451
Expenses	$4,973	$7,316	$7,953
Qualifying Distributions	$3,598	$6,074	$6,752
Net Investment Income	$2,974	$4,531	$2,163
Distributable Amount	$5,432	$5,199	$5,161

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include United Health Services Foundation ($2,681).

Recipient	Purpose	Amount
UNITED HEALTH SERVICES FOUNDATION BINGHAMTON, NY	UNRESTRICTED CHARITABLE	$2,681

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
NBT BANK NA	TRUSTEE	1	$1,370

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William Merwin Tr Fbo United Health Services?

William Merwin Tr Fbo United Health Services is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. It holds $100K in total assets as of 2025.

How large is William Merwin Tr Fbo United Health Services?

As of 2025, William Merwin Tr Fbo United Health Services holds $100K in total assets with $4K in annual revenue. It awarded 1 grants totaling $3K in 2025.

Where does William Merwin Tr Fbo United Health Services operate?

William Merwin Tr Fbo United Health Services has awarded grants in New York.

What size grants does William Merwin Tr Fbo United Health Services award?

In 2025, William Merwin Tr Fbo United Health Services awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is William Merwin Tr Fbo United Health Services required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William Merwin Tr Fbo United Health Services reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.