Nonprofit · EIN 56-2158345
CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION
Tax-exempt · GREER, SC 29651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,580 | $87,197 | $58,383 | $1,503,718 | $0 | $1,503,718 |
| December 31, 2024 | 990-PF | $296,251 | $77,656 | $218,595 | $1,452,228 | $0 | $1,452,228 |
| December 31, 2023 | 990-PF | $140,734 | $112,526 | $28,208 | $1,233,633 | $0 | $1,233,633 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $8,750
- Dividends
- $33,551
- Interest
- $4,195
- Net gain from sales of assets
- $99,084
Expenses
- Grants and similar amounts paid
- $77,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $81,600
- Excise tax on investment income
- $1,829
Balance sheet and other
- Total assets, start of year
- $1,452,228
- Total assets, end of year
- $1,503,718
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,503,718
- Fair market value of assets
- $1,936,688
- Qualifying distributions
- $81,600
- Net investment income
- $131,909
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W TERRY DOBSON 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| JULIE F MCMAKIN 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| MICHAEL L MONTGOMERY 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| PAUL J ROGERS 229 TRADE STREET, GREER, SC 29651 | CHAIRMAN | 1 | $0 |
| WES A KISSINGER 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| JENNIFER T JONES 229 TRADE STREET, GREER, SC 29651 | DIRECTOR/PRESIDENT | 1 | $0 |
| BRENT S GARRETT 229 TRADE STREET, GREER, SC 29651 | SENIOR VICE PRESIDENT | 1 | $0 |
| DENNIS D TROUT 229 TRADE STREET, GREER, SC 29651 | SENIOR VICE PRESIDENT | 1 | $0 |
| RHONDA P TURNER 229 TRADE STREET, GREER, SC 29651 | VICE PRESIDENT | 1 | $0 |
| BENJAMIN B WATERS 229 TRADE STREET, GREER, SC 29651 | DIRECTOR (TERM ENDED 2/20/25) | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W TERRY DOBSON 229 TRADE STREET, GREER, SC 29651 | CHAIRMAN | 1 | $0 |
| JULIE F MCMAKIN 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| MICHAEL L MONTGOMERY 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| BENJAMIN B WATERS 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| PAUL J ROGERS 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| WES A KISSINGER 229 TRADE STREET, GREER, SC 29651 | DIRECTOR | 1 | $0 |
| JENNIFER T JONES 229 TRADE STREET, GREER, SC 29651 | DIRECTOR/PRESIDENT AND CEO | 1 | $0 |
| BRENT S GARRETT 229 TRADE STREET, GREER, SC 29651 | SENIOR VICE PRESIDENT | 1 | $0 |
| DENNIS D TROUT 229 TRADE STREET, GREER, SC 29651 | SENIOR VICE PRESIDENT | 1 | $0 |
| RHONDA P TURNER 229 TRADE STREET, GREER, SC 29651 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hayne P Griffin Jr 229 Trade Street, Greer, SC 29651 | Past-Chair | 1 | $0 |
| Ralph Johnson 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
| W Terry Dobson 229 Trade Street, Greer, SC 29651 | Chairman | 1 | $0 |
| Benjamin B Waters III 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
| Jennifer Jones 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
| Michael Montgomery 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
| Julie McMakin 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
| Paul Rogers 229 Trade Street, Greer, SC 29651 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 229 TRADE ST, GREER, SC 29651-3429
- In care of
- % ROBERT LYNN
- Signed the 990-PF
- DENNIS D TROUT, SVP
- Phone
- (864) 877-2054
- Return prepared by
- WOLF & COMPANY PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2158345
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,503,718
- Income (IRS master file)
- $145,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,580 | $87,197 | $1,503,718 | XML |
| 990-PF | December 2024 | $296,251 | $77,656 | $1,452,228 | XML |
| 990-PF | December 2023 | $140,734 | $112,526 | $1,233,633 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 56-2158345).
Questions about CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION
- What is the EIN of CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION is 56-2158345.
- Is CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION 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 CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION 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 CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CITIZENS BUILDING & LOAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,580, expenses of $87,197 and total assets of $1,503,718 at year end.
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