Nonprofit · EIN 58-6222875
LORETTA HALEY MCKNIGHT CHARITABLE TRUST
Also known as MARC MCAFEE TTEE
Tax-exempt · ALBANY, GA 31707
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $289,006 | $245,310 | $43,696 | $3,411,996 | $0 | $3,411,996 |
| April 30, 2025 | 990-PF | $94,511 | $235,158 | -$140,647 | $3,368,300 | $0 | $3,368,300 |
| April 30, 2024 | 990-PF | $101,866 | $235,647 | -$133,781 | $3,508,947 | $0 | $3,508,947 |
| April 30, 2022 | 990-PF | $406,704 | $267,721 | $138,983 | $3,835,650 | $1,635 | $3,834,015 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $133,772
- Net gain from sales of assets
- $155,234
Expenses
- Grants and similar amounts paid
- $201,646
- Compensation of officers, directors and key employees
- $37,043
- Disbursements for charitable purposes
- $206,146
- Excise tax on investment income
- $3,502
Balance sheet and other
- Total assets, start of year
- $3,368,300
- Total assets, end of year
- $3,411,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,411,996
- Fair market value of assets
- $4,540,522
- Qualifying distributions
- $206,146
- Net investment income
- $289,006
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LPL FINANCIAL PO BOX 70847, ALBANY, GA 31708 | TRUST COMMITTEE | 2.5 | $37,043 |
| MARC MCAFEE 1205 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| GAYLE CHAPMAN 1104 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| HALEY CHAPMAN 1310 PINEMONT DRIVE, COLUMBIA, SC 29206 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LPL FINANCIAL PO BOX 70847, ALBANY, GA 31708 | TRUST COMMITTEE | 2.5 | $37,851 |
| REGIONS BANK TRUST DEPARTMENT 2813 OLD DAWSON ROAD, ALBANY, GA 31707 | TRUST COMMITTEE | 2.5 | $4,973 |
| MARC MCAFEE 1205 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| GAYLE CHAPMAN 1104 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| HALEY CHAPMAN 1310 PINEMONT DRIVE, COLUMBIA, SC 29206 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 2813 OLD DAWSON ROAD, ALBANY, GA 31707 | TRUST COMMITTEE | 2.5 | $39,314 |
| MARC MCAFEE 1205 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| GAYLE CHAPMAN 1104 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| HALEY CHAPMAN 1310 PINEMONT DRIVE, COLUMBIA, SC 29206 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 2813 OLD DAWSON ROAD, ALBANY, GA 31707 | TRUST COMMITTEE | 2.5 | $44,891 |
| EMILY JEAN MCAFEE 1205 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
| GAYLE CHAPMAN 1104 PINECREST DRIVE, ALBANY, GA 31707 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2327 LAKE PARK DR, ALBANY, GA 31707-3131
- In care of
- % TRUST DEPT FIRST STATE BANK AND T
- Signed the 990-PF
- MARC MCAFEE, TRUSTEE
- Phone
- (229) 883-8028
- Return prepared by
- MAULDIN & JENKINS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6222875
- 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
- 1976
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,411,996
- Income (IRS master file)
- $1,201,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $289,006 | $245,310 | $3,411,996 | XML |
| 990-PF | April 2025 | $94,511 | $235,158 | $3,368,300 | XML |
| 990-PF | April 2024 | $101,866 | $235,647 | $3,508,947 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $406,704 | $267,721 | $3,835,650 | XML |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
| 990-PF | April 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 58-6222875).
Questions about LORETTA HALEY MCKNIGHT CHARITABLE TRUST
- What is the EIN of LORETTA HALEY MCKNIGHT CHARITABLE TRUST?
- The employer identification number (EIN) of LORETTA HALEY MCKNIGHT CHARITABLE TRUST is 58-6222875.
- Is LORETTA HALEY MCKNIGHT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to LORETTA HALEY MCKNIGHT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LORETTA HALEY MCKNIGHT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LORETTA HALEY MCKNIGHT CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LORETTA HALEY MCKNIGHT CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of LORETTA HALEY MCKNIGHT CHARITABLE TRUST?
- The 990-PF for the year ended April 30, 2026 lists 4 people; 1 received compensation from the organization, the highest $37,043 (LPL FINANCIAL, TRUST COMMITTEE).
- How much revenue does LORETTA HALEY MCKNIGHT CHARITABLE TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $289,006, expenses of $245,310 and total assets of $3,411,996 at year end.
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