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Nonprofit · EIN 84-7104339

DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645

Also known as BANK OF CHARLES TOWN TTEE

Tax-exempt · CHARLES TOWN, WV 25414

Financials

$111K$64K2021$64K$95K2023$90K$94K2024$57K$125K2025
Revenue Expenses · by fiscal year end
Financials of DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$57,383$125,198-$67,815$1,556,573$0$1,556,573
April 30, 2025990-PF$90,229$94,294-$4,065$1,624,388$0$1,624,388
April 30, 2024990-PF$63,928$95,405-$31,477$1,628,453$0$1,628,453
April 30, 2022990-PF$111,059$63,506$47,553$1,817,856$0$1,817,856
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$58,574
Interest
$1,416
Net gain from sales of assets
-$2,607

Expenses

Grants and similar amounts paid
$96,799
Compensation of officers, directors and key employees
$23,194
Disbursements for charitable purposes
$113,804
Excise tax on investment income
$699

Balance sheet and other

Total assets, start of year
$1,624,388
Total assets, end of year
$1,556,573
Total liabilities, end of year
$0
Net assets, end of year
$1,556,573
Fair market value of assets
$2,302,846
Qualifying distributions
$113,804
Net investment income
$59,990

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.

NameTitleHours / weekCompensation
POTOMAC BANK
111 E WASHINGTON ST, CHARLES TOWN, WV 25414
TRUSTEE3$23,194
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
BANK OF CHARLES TOWN
111 E WASHINGTON ST, CHARLES TOWN, WV 25414
TRUSTEE3$20,194
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF CHARLES TOWN
111 E WASHINGTON ST, CHARLES TOWN, WV 25414
TRUSTEE3$18,550
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
BANK OF CHARLES TOWN
111 E WASHINGTON ST, CHARLES TOWN, WV 25414
TRUSTEE3$20,808

Address and contacts

Address (IRS master file)
PO BOX 40, CHARLES TOWN, WV 25414-0040
Signed the 990-PF
POTOMAC BANK, TRUSTEE
Phone
(304) 728-2435
Return prepared by
JACKSON KELLY PLLC

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 yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
84-7104339
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
2022
Accounting year ends
April
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,556,573
Income (IRS master file)
$254,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$57,383$125,198$1,556,573XML
990-PFApril 2025$90,229$94,294$1,624,388XML
990-PFApril 2024$63,928$95,405$1,628,453XML
990-PFApril 2023–––IRS
990-PFApril 2022$111,059$63,506$1,817,856XML
990-PFApril 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 84-7104339).

Questions about DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645

What is the EIN of DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645?
The employer identification number (EIN) of DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 is 84-7104339.
Is DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 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 DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 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 DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $23,194 (POTOMAC BANK, TRUSTEE).
How much revenue does DONALD CALLAR AND DONNA HOWE CALLAR FDN FILING AS ESTATE UND SECT 645 have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $57,383, expenses of $125,198 and total assets of $1,556,573 at year end.

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