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Nonprofit · EIN 06-6050188

ROBERT C VANCE CHARITABLE FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$964K$1.1M2023$1.4M$996K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT C VANCE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990-PF$1,352,527$995,996$356,531$2,647,387$0$2,647,387
January 31, 2024990-PF$963,849$1,073,793-$109,944$2,290,856$0$2,290,856
Financial details: 990-PF for the year ended January 31, 2025

Revenue

Dividends
$440,737
Net gain from sales of assets
$911,790

Expenses

Grants and similar amounts paid
$945,740
Compensation of officers, directors and key employees
$22,107
Disbursements for charitable purposes
$961,513
Excise tax on investment income
$18,597

Balance sheet and other

Total assets, start of year
$2,290,856
Total assets, end of year
$2,647,387
Total liabilities, end of year
$0
Net assets, end of year
$2,647,387
Fair market value of assets
$18,359,995
Qualifying distributions
$961,513
Net investment income
$1,352,527

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 January 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
225 FRANKLIN ST, BOSTON, MA 02110
AGENT FOR FIDUCIARY1$22,107
HERBERT E CARLSON JR
21 WINESAP ROAD, KENSINGTON, CT 060372932
DIR/CHMN/PRESIDENT4$0
CHERYL C CARLSON
21 WINESAP ROAD, KENSINGTON, CT 060372932
DIRECTOR/SECRETARY1$0
CYNTHIA A CARLSON
41 FARMINGTON CHASE, FARMINGTON, CT 060323188
DIRECTOR/TREASURER1$0
990-PF for the year ended January 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
225 FRANKLIN ST, BOSTON, MA 02110
AGENT FOR FIDUCIARY1$19,823
HERBERT E CARLSON JR
21 WINESAP ROAD, KENSINGTON, CT 060372932
DIR/CHMN/PRESIDENT4$0
CHERYL C CARLSON
21 WINESAP ROAD, KENSINGTON, CT 060372932
DIRECTOR/SECRETARY1$0
CYNTHIA A CARLSON
41 FARMINGTON CHASE, FARMINGTON, CT 060323188
DIRECTOR/TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% NEW BRITAIN TR CO
Signed the 990-PF
HERBERT E CARLSON JR, PRESIDENT
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
06-6050188
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
1958
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$2,647,387
Income (IRS master file)
$1,399,160

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2025$1,352,527$995,996$2,647,387XML
990-PFJanuary 2024$963,849$1,073,793$2,290,856XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 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 06-6050188).

Questions about ROBERT C VANCE CHARITABLE FOUNDATION

What is the EIN of ROBERT C VANCE CHARITABLE FOUNDATION?
The employer identification number (EIN) of ROBERT C VANCE CHARITABLE FOUNDATION is 06-6050188.
Is ROBERT C VANCE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to ROBERT C VANCE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT C VANCE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT C VANCE CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT C VANCE CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2025.
Who are the officers and directors of ROBERT C VANCE CHARITABLE FOUNDATION?
The 990-PF for the year ended January 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $22,107 (BANK OF AMERICA N A, AGENT FOR FIDUCIARY).
How much revenue does ROBERT C VANCE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended January 31, 2025 it reported revenue of $1,352,527, expenses of $995,996 and total assets of $2,647,387 at year end.

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