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Nonprofit · EIN 58-1413050

CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY

Tax-exempt · ORLANDO, FL 32891

Financials

$52K$135K2023$162K$142K2024$83K$159K2025
Revenue Expenses · by fiscal year end
Financials of CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$83,246$159,298-$76,052$1,425,238$0$1,425,238
December 31, 2024990-PF$162,278$141,642$20,636$1,501,499$0$1,501,499
December 31, 2023990-PF$52,449$135,212-$82,763$1,476,838$0$1,476,838
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,917
Net gain from sales of assets
$47,329

Expenses

Grants and similar amounts paid
$143,500
Compensation of officers, directors and key employees
$12,116
Disbursements for charitable purposes
$151,058
Excise tax on investment income
$1,066

Balance sheet and other

Total assets, start of year
$1,501,499
Total assets, end of year
$1,425,238
Total liabilities, end of year
$0
Net assets, end of year
$1,425,238
Fair market value of assets
$1,656,034
Qualifying distributions
$151,058
Net investment income
$83,020

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
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$12,116
MR BLAIR CURTIS
PO BOX 43326, ATLANTA, GA 30378
CHAIRMAN1$0
MR RICHARD REAM-YANCY
PO BOX 43326, ATLANTA, GA 30378
COMMITTEE MEMBER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$9,631
MR BLAIR CURTIS
PO BOX 43326, ATLANTA, GA 30378
CHAIRMAN1$0
MR RICHARD REAM-YANCY
PO BOX 43326, ATLANTA, GA 30378
COMMITTEE MEMBER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$9,041
MR BLAIR CURTIS
PO BOX 43326, ATLANTA, GA 30378
CHAIRMAN1$0
MR RICHARD REAM-YANCY
PO BOX 43326, ATLANTA, GA 30378
COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
%TRUST COMPANY BANK TTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(407) 237-4153
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
58-1413050
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,425,238
Income (IRS master file)
$520,575

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$83,246$159,298$1,425,238XML
990-PFDecember 2024$162,278$141,642$1,501,499XML
990-PFDecember 2023$52,449$135,212$1,476,838XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 58-1413050).

Questions about CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY

What is the EIN of CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY?
The employer identification number (EIN) of CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY is 58-1413050.
Is CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY 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 CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY 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 CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $12,116 (TRUIST BANK, TRUSTEE).
How much revenue does CHARM & GOODLOE YANCY FOUNDATION UW OF GOODLOE HARPER YANCEY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,246, expenses of $159,298 and total assets of $1,425,238 at year end.

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