Nonprofit · EIN 59-7270530
WESTERVELT CHARITABLE TR UA 06302000
Also known as LETITIA WESTERVELT SMITH ET AL TTEE
Tax-exempt · WASHINGTON, DC 20002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $43,772 | $84,010 | -$40,238 | $1,737,668 | $0 | $1,737,668 |
| June 30, 2024 | 990-PF | $87,310 | $67,277 | $20,033 | $1,694,746 | $0 | $1,694,746 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $43,703
- Interest
- $69
Expenses
- Grants and similar amounts paid
- $71,300
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $82,720
- Excise tax on investment income
- $542
Balance sheet and other
- Total assets, start of year
- $1,694,746
- Total assets, end of year
- $1,737,668
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,737,668
- Fair market value of assets
- $1,737,668
- Qualifying distributions
- $82,720
- Net investment income
- $39,118
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 |
|---|---|---|---|
| THERON WESTERVELT 34 8TH STREET NE, WASHINGTON, DC 20002 | TRUSTEE | 2 | $5,000 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THERON WESTERVELT 34 8TH STREET NE, WASHINGTON, DC 20002 | TRUSTEE | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- 34 8TH ST NE, WASHINGTON, DC 20002-6026
- Signed the 990-PF
- THERON WESTERVELT, TRUSTEE
- Phone
- (202) 664-2727
- Return prepared by
- RUBINO AND COMPANY CHARTERED
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
- 59-7270530
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,737,668
- Income (IRS master file)
- $43,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $43,772 | $84,010 | $1,737,668 | XML |
| 990-PF | June 2024 | $87,310 | $67,277 | $1,694,746 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 59-7270530).
Questions about WESTERVELT CHARITABLE TR UA 06302000
- What is the EIN of WESTERVELT CHARITABLE TR UA 06302000?
- The employer identification number (EIN) of WESTERVELT CHARITABLE TR UA 06302000 is 59-7270530.
- Is WESTERVELT CHARITABLE TR UA 06302000 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WESTERVELT CHARITABLE TR UA 06302000 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESTERVELT CHARITABLE TR UA 06302000 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESTERVELT CHARITABLE TR UA 06302000 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 WESTERVELT CHARITABLE TR UA 06302000 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 WESTERVELT CHARITABLE TR UA 06302000?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,000 (THERON WESTERVELT, TRUSTEE).
- How much revenue does WESTERVELT CHARITABLE TR UA 06302000 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $43,772, expenses of $84,010 and total assets of $1,737,668 at year end.
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