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Nonprofit · EIN 27-5300043

JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE

Tax-exempt · GREENSBORO, NC 27405

Financials

$57K$109K2023$83K$112K2024$121K$124K2025
Revenue Expenses · by fiscal year end
Financials of JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$121,437$124,453-$3,016$1,712,624$0$1,712,624
December 31, 2024990-PF$82,955$111,744-$28,789$1,716,152$0$1,716,152
December 31, 2023990-PF$57,038$108,528-$51,490$1,746,334$0$1,746,334
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$80,744
Net gain from sales of assets
$37,570
Other income
$3,123

Expenses

Grants and similar amounts paid
$100,359
Compensation of officers, directors and key employees
$21,435
Disbursements for charitable purposes
$109,116

Balance sheet and other

Total assets, start of year
$1,716,152
Total assets, end of year
$1,712,624
Total liabilities, end of year
$0
Net assets, end of year
$1,712,624
Fair market value of assets
$2,347,295
Qualifying distributions
$109,116
Net investment income
$117,968

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NORTH STATE TRUST LLC
PO BOX 1380, GREENSBORO, NC 27402
TRUSTEE1$21,435
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
OLD NORTH STATE TRUST LLC
PO BOX 1380, GREENSBORO, NC 27402
TRUSTEE1$19,064
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
OLD NORTH STATE TRUST LLC
PO BOX 1380, GREENSBORO, NC 27402
TRUSTEE1$16,161

Address and contacts

Address (IRS master file)
1250 REVOLUTION MILL DR STE 152, GREENSBORO, NC 27405-5196
In care of
% OLD NORTH STATE TRUST LLC
Signed the 990-PF
TAMMY L SHARPE, Mg Dir of Tr Sv
Phone
(910) 399-5470
Return prepared by
DELOITTE TAX LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-5300043
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,712,624
Income (IRS master file)
$617,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$121,437$124,453$1,712,624IRS
990-PFDecember 2024$82,955$111,744$1,716,152IRS
990-PFDecember 2023$57,038$108,528$1,746,334XML
990-PFDecember 2022–––IRS
990-PFDecember 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 27-5300043).

Questions about JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE

What is the EIN of JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE?
The employer identification number (EIN) of JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE is 27-5300043.
Is JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE file?
Form 990-PF. Private foundations file every year.
When is the next return of JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,435 (OLD NORTH STATE TRUST LLC, TRUSTEE).
How much revenue does JACQUELINE C LEONARD TR FBO CATAWBA COLLEGE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $121,437, expenses of $124,453 and total assets of $1,712,624 at year end.

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