Nonprofit · EIN 56-6520255
TR UW VIVIAN S WEST WEST MEMORIAL FUND
Tax-exempt · RALEIGH, NC 27609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $897,897 | $510,318 | $387,579 | $5,984,593 | $0 | $5,984,593 |
| March 31, 2025 | 990-PF | $602,901 | $580,689 | $22,212 | $5,597,014 | $0 | $5,597,014 |
| March 31, 2024 | 990-PF | $356,390 | $526,361 | -$169,971 | $5,574,802 | $0 | $5,574,802 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $171,329
- Net gain from sales of assets
- $725,546
- Other income
- $1,022
Expenses
- Grants and similar amounts paid
- $300,008
- Compensation of officers, directors and key employees
- $183,327
- Disbursements for charitable purposes
- $397,358
- Excise tax on investment income
- $11,057
Balance sheet and other
- Total assets, start of year
- $5,597,014
- Total assets, end of year
- $5,984,593
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,984,593
- Fair market value of assets
- $9,804,486
- Qualifying distributions
- $397,358
- Net investment income
- $897,897
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 4242 SIX FORKS ROAD 17TH FLOOR US T, RALEIGH, NC 27601 | CO-TRUSTEE | 12 | $106,235 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CO-TRUSTEE | 5 | $47,432 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CHAIRMAN | 2.75 | $25,000 |
| DANNY MCNALLY 502 BREMERTON DRIVE, GREENVILLE, NC 27858 | DIRECTOR | 0.5 | $4,660 |
| CHRIS KINLAW ONE HANOVER SQUARE, RALEIGH, NC 27601 | COMMITTE | 0.5 | $0 |
990-PF for the year ended March 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 4242 SIX FORKS ROAD 17TH FLOOR US T, RALEIGH, NC 27601 | CO-TRUSTEE | 12 | $106,547 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CO-TRUSTEE | 5.25 | $47,664 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CHAIRMAN | 2.75 | $23,780 |
| DANNY MCNALLY 502 BREMERTON DRIVE, GREENVILLE, NC 27858 | DIRECTOR | 0.5 | $4,980 |
| CHRIS KINLAW ONE HANOVER SQUARE, RALEIGH, NC 27601 | COMMITTE | 0.5 | $0 |
990-PF for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 4242 SIX FORKS ROAD 17TH FLOOR US T, RALEIGH, NC 27601 | CO-TRUSTEE | 10.5 | $98,093 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CO-TRUSTEE | 4.8 | $44,133 |
| JAMES G SULLIVAN 1100 CONFERENCE DR, GREENVILLE, NC 27858 | CHAIRMAN | 2.5 | $23,450 |
| DANNY MCNALLY 502 BREMERTON DRIVE, GREENVILLE, NC 27858 | DIRECTOR | 0.5 | $4,700 |
| DAVID EMSWILER ONE HANOVER SQUARE, RALEIGH, NC 27601 | COMMITTE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4242 SIX FORKS RD 17TH FLOOR US TR, RALEIGH, NC 27609-6084
- In care of
- % BANK OF AMERICA N A
- Signed the 990-PF
- BANK OF AMERICA, CO-TRUSTEE
- Phone
- (919) 829-6771
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6520255
- 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
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,984,593
- Income (IRS master file)
- $2,567,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $897,897 | $510,318 | $5,984,593 | XML |
| 990-PF | March 2025 | $602,901 | $580,689 | $5,597,014 | XML |
| 990-PF | March 2024 | $356,390 | $526,361 | $5,574,802 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 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 56-6520255).
Questions about TR UW VIVIAN S WEST WEST MEMORIAL FUND
- What is the EIN of TR UW VIVIAN S WEST WEST MEMORIAL FUND?
- The employer identification number (EIN) of TR UW VIVIAN S WEST WEST MEMORIAL FUND is 56-6520255.
- Is TR UW VIVIAN S WEST WEST MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TR UW VIVIAN S WEST WEST MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TR UW VIVIAN S WEST WEST MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TR UW VIVIAN S WEST WEST MEMORIAL FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TR UW VIVIAN S WEST WEST MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of TR UW VIVIAN S WEST WEST MEMORIAL FUND?
- The 990-PF for the year ended March 31, 2026 lists 5 people; 4 received compensation from the organization, the highest $106,235 (BANK OF AMERICA, CO-TRUSTEE).
- How much revenue does TR UW VIVIAN S WEST WEST MEMORIAL FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $897,897, expenses of $510,318 and total assets of $5,984,593 at year end.
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