Nonprofit · EIN 56-6378684
JONATHAN HAVENS CHARITABLE TR
Tax-exempt · RALEIGH, NC 27609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $124,755 | $82,912 | $41,843 | $1,144,407 | $0 | $1,144,407 |
| June 30, 2024 | 990-PF | $74,611 | $108,511 | -$33,900 | $1,102,564 | $0 | $1,102,564 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $40,685
- Net gain from sales of assets
- $84,070
Expenses
- Grants and similar amounts paid
- $45,500
- Compensation of officers, directors and key employees
- $31,447
- Disbursements for charitable purposes
- $64,161
- Excise tax on investment income
- $1,487
Balance sheet and other
- Total assets, start of year
- $1,102,564
- Total assets, end of year
- $1,144,407
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,144,407
- Fair market value of assets
- $1,857,199
- Qualifying distributions
- $64,161
- Net investment income
- $124,755
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 421 FAYETTEVILLE ST MALL, RALEIGH, NC 27601 | TRUSTEE | 2.75 | $25,559 |
| JAMES G SULLIVAN 1100 CONFERENCE DRIVE, GREENVILLE, NC 27858 | CHAIRMAN | 0.5 | $5,500 |
| DAVID FRANCISCO 320 N MARKET STREET, WASHINGTON, NC 27889 | DIRECTOR | 0.25 | $388 |
| DAVID R EMSWILER 421 FAYETTEVILLE ST MALL, RALEIGH, NC 27601 | SECRETARY | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 421 FAYETTEVILLE ST MALL, RALEIGH, NC 27601 | TRUSTEE | 2.5 | $23,422 |
| JAMES G SULLIVAN 1100 CONFERENCE DRIVE, GREENVILLE, NC 27858 | CHAIRMAN | 0.5 | $5,500 |
| DAVID FRANCISCO 320 N MARKET STREET, WASHINGTON, NC 27889 | DIRECTOR | 0.25 | $2,075 |
| DAVID R EMSWILER 421 FAYETTEVILLE ST MALL, RALEIGH, NC 27601 | SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 17TH FLOOR US TRUST, RALEIGH, NC 27609-0000
- In care of
- % ONE BANK OF AMERICA PLAZA
- Signed the 990-PF
- BANK OF AMERICA, TRUSTEE
- Return prepared by
- SULLIVAN SHEARIN & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6378684
- 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
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,144,407
- Income (IRS master file)
- $240,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $124,755 | $82,912 | $1,144,407 | XML |
| 990-PF | June 2024 | $74,611 | $108,511 | $1,102,564 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 56-6378684).
Questions about JONATHAN HAVENS CHARITABLE TR
- What is the EIN of JONATHAN HAVENS CHARITABLE TR?
- The employer identification number (EIN) of JONATHAN HAVENS CHARITABLE TR is 56-6378684.
- Is JONATHAN HAVENS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to JONATHAN HAVENS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JONATHAN HAVENS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JONATHAN HAVENS CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JONATHAN HAVENS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JONATHAN HAVENS CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 3 received compensation from the organization, the highest $25,559 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JONATHAN HAVENS CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $124,755, expenses of $82,912 and total assets of $1,144,407 at year end.
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