Nonprofit · EIN 56-6034663
A H BANGERT TRUST FBO EDNA H PUTNAM
Also known as FIRST CITIZENS BK & TR CO TR
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,528 | $33,508 | -$9,980 | $434,301 | $0 | $434,301 |
| December 31, 2024 | 990-PF | $31,161 | $31,367 | -$206 | $418,905 | $0 | $418,905 |
| December 31, 2023 | 990-PF | $6,605 | $31,803 | -$25,198 | $418,782 | $0 | $418,782 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,394
- Net gain from sales of assets
- $9,134
Expenses
- Grants and similar amounts paid
- $23,435
- Compensation of officers, directors and key employees
- $8,538
- Disbursements for charitable purposes
- $23,435
- Excise tax on investment income
- $195
Balance sheet and other
- Total assets, start of year
- $418,905
- Total assets, end of year
- $434,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $434,301
- Fair market value of assets
- $552,700
- Qualifying distributions
- $23,435
- Net investment income
- $23,528
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 |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $8,538 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $8,459 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $8,381 |
Address and contacts
- Address (IRS master file)
- FIRST CITIZENS BANK TRUSTEE PO BOX, RALEIGH, NC 27626-0000
- Signed the 990-PF
- LOUIS VALKER, DIRECTOR
- Phone
- (919) 716-7347
- Return prepared by
- ERNST & YOUNG US 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 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
- 56-6034663
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $434,301
- Income (IRS master file)
- $303,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,528 | $33,508 | $434,301 | IRS |
| 990-PF | December 2024 | $31,161 | $31,367 | $418,905 | IRS |
| 990-PF | December 2023 | $6,605 | $31,803 | $418,782 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 56-6034663).
Questions about A H BANGERT TRUST FBO EDNA H PUTNAM
- What is the EIN of A H BANGERT TRUST FBO EDNA H PUTNAM?
- The employer identification number (EIN) of A H BANGERT TRUST FBO EDNA H PUTNAM is 56-6034663.
- Is A H BANGERT TRUST FBO EDNA H PUTNAM tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does A H BANGERT TRUST FBO EDNA H PUTNAM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A H BANGERT TRUST FBO EDNA H PUTNAM 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 A H BANGERT TRUST FBO EDNA H PUTNAM 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 A H BANGERT TRUST FBO EDNA H PUTNAM?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,538 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does A H BANGERT TRUST FBO EDNA H PUTNAM have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,528, expenses of $33,508 and total assets of $434,301 at year end.
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