Nonprofit · EIN 56-6099337
JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $70,517 | $280,216 | -$209,699 | $1,918,669 | $0 | $1,918,669 |
| August 31, 2024 | 990-PF | $84,731 | $15,842 | $68,889 | $2,130,396 | $0 | $2,130,396 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $52,193
- Interest
- $1,245
- Net gain from sales of assets
- $17,079
Expenses
- Grants and similar amounts paid
- $270,493
- Compensation of officers, directors and key employees
- $7,974
- Disbursements for charitable purposes
- $270,493
- Excise tax on investment income
- $863
Balance sheet and other
- Total assets, start of year
- $2,130,396
- Total assets, end of year
- $1,918,669
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,918,669
- Fair market value of assets
- $2,199,795
- Qualifying distributions
- $270,493
- Net investment income
- $70,480
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, Raleigh, NC 27626 | TRUSTEE | 1 | $7,974 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, Raleigh, NC 27626 | TRUSTEE | 1 | $3,168 |
| WELLS FARGO BANK NA 100 N Main St FL 5D4001-052, Winston Salem, NC 27101 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- In care of
- % WELLS FARGO BANK TRUST TAX DEPT
- Signed the 990-PF
- LOUIS VALKER, DIRECTOR
- Phone
- (919) 716-2669
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 56-6099337
- 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
- 1975
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,918,669
- Income (IRS master file)
- $1,507,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $70,517 | $280,216 | $1,918,669 | XML |
| 990-PF | August 2024 | $84,731 | $15,842 | $2,130,396 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 56-6099337).
Questions about JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED
- What is the EIN of JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED?
- The employer identification number (EIN) of JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED is 56-6099337.
- Is JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,974 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does JOHN ALONZO BOLICH JR TR UW FBO BAPTIST HOME FOR THE AGED have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $70,517, expenses of $280,216 and total assets of $1,918,669 at year end.
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