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Nonprofit · EIN 56-6249401

G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE

Tax-exempt · RALEIGH, NC 27626

Financials

−$2K$107K2023$104K$107K2024$100K$112K2025
Revenue Expenses · by fiscal year end
Financials of G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$100,132$111,915-$11,783$1,517,578$0$1,517,578
December 31, 2024990-PF$103,992$106,726-$2,734$1,529,308$0$1,529,308
December 31, 2023990-PF-$2,321$106,678-$108,999$1,531,716$0$1,531,716
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$52,342
Net gain from sales of assets
$47,790

Expenses

Grants and similar amounts paid
$86,632
Compensation of officers, directors and key employees
$22,258
Disbursements for charitable purposes
$86,632
Excise tax on investment income
$1,067

Balance sheet and other

Total assets, start of year
$1,529,308
Total assets, end of year
$1,517,578
Total liabilities, end of year
$0
Net assets, end of year
$1,517,578
Fair market value of assets
$1,986,999
Qualifying distributions
$86,632
Net investment income
$100,132

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
FIRST CITIZENS BANK
PO BOX 29522, RALEIGH, NC 27626
TRUSTEE0$22,258
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST CITIZENS BANK
PO BOX 29522, RALEIGH, NC 27626
TRUSTEE0$25,689
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST CITIZENS BANK
PO BOX 29522, RALEIGH, NC 27626
TRUSTEE0$23,337

Address and contacts

Address (IRS master file)
PO BOX 29522, RALEIGH, NC 27626-0522
In care of
% FIRST CITIZENS BANK TTEE
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 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
56-6249401
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,517,578
Income (IRS master file)
$1,092,128

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$100,132$111,915$1,517,578IRS
990-PFDecember 2024$103,992$106,726$1,529,308IRS
990-PFDecember 2023-$2,321$106,678$1,531,716XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 56-6249401).

Questions about G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE

What is the EIN of G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE?
The employer identification number (EIN) of G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE is 56-6249401.
Is G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE 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 G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE 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 G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,258 (FIRST CITIZENS BANK, TRUSTEE).
How much revenue does G FRED HALE CHARITABLE TRUST FIRST CITIZENS BANK TTEE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,132, expenses of $111,915 and total assets of $1,517,578 at year end.

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