Nonprofit · EIN 04-6725545
CHARLES E HARWOOD TR UDT 082391
Tax-exempt · BLUFFTON, SC 29910
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $225,991 | $361,523 | -$135,532 | $3,083,282 | $0 | $3,083,282 |
| June 30, 2025 | 990-PF | $320,922 | $302,297 | $18,625 | $3,218,814 | $0 | $3,218,814 |
| June 30, 2024 | 990-PF | $165,334 | $308,214 | -$142,880 | $3,200,189 | $0 | $3,200,189 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $165,310
- Interest
- $5,558
- Net gain from sales of assets
- $55,123
Expenses
- Grants and similar amounts paid
- $262,448
- Compensation of officers, directors and key employees
- $48,552
- Disbursements for charitable purposes
- $288,272
- Excise tax on investment income
- $2,263
Balance sheet and other
- Total assets, start of year
- $3,218,814
- Total assets, end of year
- $3,083,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,083,282
- Fair market value of assets
- $6,154,457
- Qualifying distributions
- $288,272
- Net investment income
- $225,991
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE W SINCLAIR 25 OCOEE DRIVE, BLUFFTON, SC 29910 | CO-TRUSTEE | 4 | $24,276 |
| KATHY ADAM 2 PENNY LANE, PEABODY, MA 01960 | CO-TRUSTEE | 4 | $24,276 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE W SINCLAIR 25 OCOEE DRIVE, BLUFFTON, SC 29910 | CO-TRUSTEE | 4 | $23,974 |
| KATHY ADAM 2 PENNY LANE, PEABODY, MA 01960 | CO-TRUSTEE | 4 | $23,974 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE W SINCLAIR 25 OCOEE DRIVE, BLUFFTON, SC 29910 | CO-TRUSTEE | 4 | $22,159 |
| KATHY ADAM 2 PENNY LANE, PEABODY, MA 01960 | CO-TRUSTEE | 4 | $22,159 |
Address and contacts
- Address (IRS master file)
- 25 OCOEE DR, BLUFFTON, SC 29910-4538
- In care of
- % JANICE W SINCLAIR CO-TRUSTEE
- Signed the 990-PF
- JANICE W SINCLAIR, CO-TRUSTEE
- Phone
- (978) 270-6959
- Return prepared by
- RONALD P WEYLAND
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6725545
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,083,282
- Income (IRS master file)
- $240,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $225,991 | $361,523 | $3,083,282 | XML |
| 990-PF | June 2025 | $320,922 | $302,297 | $3,218,814 | XML |
| 990-PF | June 2024 | $165,334 | $308,214 | $3,200,189 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6725545).
Questions about CHARLES E HARWOOD TR UDT 082391
- What is the EIN of CHARLES E HARWOOD TR UDT 082391?
- The employer identification number (EIN) of CHARLES E HARWOOD TR UDT 082391 is 04-6725545.
- Is CHARLES E HARWOOD TR UDT 082391 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CHARLES E HARWOOD TR UDT 082391 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES E HARWOOD TR UDT 082391 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES E HARWOOD TR UDT 082391 due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES E HARWOOD TR UDT 082391 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CHARLES E HARWOOD TR UDT 082391?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $24,276 (JANICE W SINCLAIR, CO-TRUSTEE).
- How much revenue does CHARLES E HARWOOD TR UDT 082391 have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $225,991, expenses of $361,523 and total assets of $3,083,282 at year end.
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