Nonprofit · EIN 62-0963317
GERTRUDE B & MORTIMER MAY FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,383 | $51,909 | -$15,526 | $260,873 | $0 | $260,873 |
| December 31, 2024 | 990-PF | $68,073 | $51,139 | $16,934 | $278,235 | $0 | $278,235 |
| December 31, 2023 | 990-PF | $31,257 | $42,561 | -$11,304 | $259,818 | $0 | $259,818 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,659
- Net gain from sales of assets
- $29,724
Expenses
- Grants and similar amounts paid
- $41,395
- Disbursements for charitable purposes
- $41,395
- Excise tax on investment income
- $506
Balance sheet and other
- Total assets, start of year
- $278,235
- Total assets, end of year
- $260,873
- Total liabilities, end of year
- $0
- Net assets, end of year
- $260,873
- Fair market value of assets
- $1,113,547
- Qualifying distributions
- $41,395
- Net investment income
- $36,383
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | President | 1 | $0 |
| Bill Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | SecTreasurer | 1 | $0 |
| Susan Sharer 800 S Columbia, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
| Julia Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | President | 1 | $0 |
| Bill Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | SecTreasurer | 1 | $0 |
| Susan Sharer 800 S Columbia, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
| Julia Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | President | 1 | $0 |
| Bill Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | SecTreasurer | 1 | $0 |
| Susan Sharer 800 S Columbia, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
| Julia Dahl 800 S Columbia Street, Chapel Hill, NC 27514 | Vice President | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 800 S COLUMBIA ST, CHAPEL HILL, NC 27514-4708
- In care of
- % MCGREGOR DAHL SULLIVAN & KING
- Signed the 990-PF
- Barbara Dahl, President
- Phone
- (919) 967-2596
- Return prepared by
- MOORE GRIDER & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-0963317
- 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
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $260,873
- Income (IRS master file)
- $54,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,383 | $51,909 | $260,873 | XML |
| 990-PF | December 2024 | $68,073 | $51,139 | $278,235 | IRS |
| 990-PF | December 2023 | $31,257 | $42,561 | $259,818 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 62-0963317).
Questions about GERTRUDE B & MORTIMER MAY FOUNDATION
- What is the EIN of GERTRUDE B & MORTIMER MAY FOUNDATION?
- The employer identification number (EIN) of GERTRUDE B & MORTIMER MAY FOUNDATION is 62-0963317.
- Is GERTRUDE B & MORTIMER MAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to GERTRUDE B & MORTIMER MAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERTRUDE B & MORTIMER MAY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE B & MORTIMER MAY FOUNDATION 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 GERTRUDE B & MORTIMER MAY FOUNDATION 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 GERTRUDE B & MORTIMER MAY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does GERTRUDE B & MORTIMER MAY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,383, expenses of $51,909 and total assets of $260,873 at year end.
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