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Nonprofit · EIN 54-6315085

E STUART JAMES GRANT CHARITABLE TR

Tax-exempt · DANVILLE, VA 24541

Financials

$1.3M$2.6M2023$7.6M$2.9M2024$10.6M$3.3M2025
Revenue Expenses · by fiscal year end
Financials of E STUART JAMES GRANT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,622,694$3,298,387$7,324,307$43,282,361$0$43,282,361
December 31, 2024990-PF$7,628,974$2,928,790$4,700,184$35,958,054$0$35,958,054
December 31, 2023990-PF$1,322,544$2,601,272-$1,278,728$31,257,870$0$31,257,870
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,267,274
Net gain from sales of assets
$9,350,443
Other income
$4,977

Expenses

Grants and similar amounts paid
$2,673,000
Compensation of officers, directors and key employees
$394,938
Disbursements for charitable purposes
$2,845,254
Excise tax on investment income
$144,017

Balance sheet and other

Total assets, start of year
$35,958,054
Total assets, end of year
$43,282,361
Total liabilities, end of year
$0
Net assets, end of year
$43,282,361
Fair market value of assets
$51,786,751
Qualifying distributions
$2,845,254
Net investment income
$10,621,330

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
ATLANTIC UNION BANK
628 MAIN STREET C/O WEALTH MGMT, DANVILLE, VA 24541
TRUSTEE40$394,938
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ATLANTIC UNION BANK
628 MAIN STREET C/O WEALTH MGMT, DANVILLE, VA 24541
TRUSTEE40$375,573
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
AMERICAN NATIONAL BANK TRUST CO
PO BOX 191, DANVILLE, VA 245430191
TRUSTEE40$329,856

Address and contacts

Address (IRS master file)
628 MAIN ST, DANVILLE, VA 24541-1320
In care of
% WEALTH MGMT
Signed the 990-PF
ATLANTIC UNION BANK, TRUSTEE
Phone
(434) 792-5111
Return prepared by
HARRIS HARVEY NEAL & COLLPCPA'S

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
54-6315085
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$43,282,361
Income (IRS master file)
$28,989,128

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,622,694$3,298,387$43,282,361IRS
990-PFDecember 2024$7,628,974$2,928,790$35,958,054XML
990-PFDecember 2023$1,322,544$2,601,272$31,257,870XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 54-6315085).

Questions about E STUART JAMES GRANT CHARITABLE TR

What is the EIN of E STUART JAMES GRANT CHARITABLE TR?
The employer identification number (EIN) of E STUART JAMES GRANT CHARITABLE TR is 54-6315085.
Is E STUART JAMES GRANT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to E STUART JAMES GRANT CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E STUART JAMES GRANT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of E STUART JAMES GRANT CHARITABLE TR 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 E STUART JAMES GRANT CHARITABLE TR 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 E STUART JAMES GRANT CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $394,938 (ATLANTIC UNION BANK, TRUSTEE).
How much revenue does E STUART JAMES GRANT CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,622,694, expenses of $3,298,387 and total assets of $43,282,361 at year end.

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