Nonprofit · EIN 92-6053813
GAIL WINNICK BERKLEY TESTAMENTARY T RUST
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $237,955 | $190,200 | $47,755 | $2,979,779 | $0 | $2,979,779 |
| December 31, 2024 | 990-PF | $3,050,946 | $115,683 | $2,935,263 | $2,928,047 | $0 | $2,928,047 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $68,162
- Interest
- $42,056
- Net gain from sales of assets
- $127,737
Expenses
- Grants and similar amounts paid
- $140,930
- Compensation of officers, directors and key employees
- $28,915
- Disbursements for charitable purposes
- $142,930
- Excise tax on investment income
- $2,730
Balance sheet and other
- Total assets, start of year
- $2,928,046
- Total assets, end of year
- $2,979,779
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,979,779
- Fair market value of assets
- $3,575,366
- Qualifying distributions
- $142,930
- Net investment income
- $237,955
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 |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 1 | $28,915 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 1 | $38,705 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- In care of
- % FIRST CITIZENS BANK
- Signed the 990-PF
- LOUIS VALKER, DIRECTOR
- Phone
- (919) 716-2669
- 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 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 | Check at the IRS |
IRS record
- EIN
- 92-6053813
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,979,779
- Income (IRS master file)
- $1,591,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $237,955 | $190,200 | $2,979,779 | IRS |
| 990-PF | December 2024 | $3,050,946 | $115,683 | $2,928,047 | XML |
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 92-6053813).
Questions about GAIL WINNICK BERKLEY TESTAMENTARY T RUST
- What is the EIN of GAIL WINNICK BERKLEY TESTAMENTARY T RUST?
- The employer identification number (EIN) of GAIL WINNICK BERKLEY TESTAMENTARY T RUST is 92-6053813.
- Is GAIL WINNICK BERKLEY TESTAMENTARY T RUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to GAIL WINNICK BERKLEY TESTAMENTARY T RUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GAIL WINNICK BERKLEY TESTAMENTARY T RUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GAIL WINNICK BERKLEY TESTAMENTARY T RUST 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 GAIL WINNICK BERKLEY TESTAMENTARY T RUST 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 GAIL WINNICK BERKLEY TESTAMENTARY T RUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,915 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does GAIL WINNICK BERKLEY TESTAMENTARY T RUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $237,955, expenses of $190,200 and total assets of $2,979,779 at year end.
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