Skip to main content

Nonprofit · EIN 93-6414158

CONSTANCE Y GRANT CHARITABLE TR

Also known as THE PRIVATE TRUST COMPANY NA TTEE

Tax-exempt · FORT MILL, SC 29716

Financials

$1.6M$4K2023$52K$259K2024$65K$132K2025
Revenue Expenses · by fiscal year end
Financials of CONSTANCE Y GRANT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$64,752$131,951-$67,199$1,335,013$0$1,335,013
December 31, 2024990-PF$51,598$258,617-$207,019$1,403,188$0$1,403,188
December 31, 2023990-PF$1,612,267$4,454$1,607,813$1,607,813$0$1,607,813
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$36,044
Net gain from sales of assets
$22,648
Other income
$6,060

Expenses

Grants and similar amounts paid
$92,177
Compensation of officers, directors and key employees
$22,980
Disbursements for charitable purposes
$103,667
Excise tax on investment income
$423

Balance sheet and other

Total assets, start of year
$1,403,188
Total assets, end of year
$1,335,013
Total liabilities, end of year
$0
Net assets, end of year
$1,335,013
Fair market value of assets
$1,893,199
Qualifying distributions
$103,667
Net investment income
$58,692

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.

NameTitleHours / weekCompensation
THE PRIVATE TRUST COMPANY NA
PO BOX 1929, FORT MILL, SC 29716
TRUSTEE4$22,980
L TYLER YONGE
6987 EAST FOWLER AVENUE, TEMPLE TERRACE, FL 33617
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
L TYLER YONGE
6987 EAST FOWLER AVENUE, TEMPLE TERRACE, FL 33617
CO-TRUSTEE1$23,644
THE PRIVATE TRUST COMPANY NA
PO BOX 1929, FORT MILL, SC 29716
TRUSTEE4$11,380
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE PRIVATE TRUST COMPANY NA
1422 EUCLID AVE, CLEVELAND, OH 44115
TRUSTEE4$1,375

Address and contacts

Address (IRS master file)
PO BOX 1929, FORT MILL, SC 29716-1929
Signed the 990-PF
PRESIDENT CHIEF OPERATING OFFICER, VICE PRESIDENT
Phone
(216) 771-6960
Return prepared by
DELOITTE TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-6414158
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,335,013
Income (IRS master file)
$178,140

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$64,752$131,951$1,335,013IRS
990-PFDecember 2024$51,598$258,617$1,403,188XML
990-PFDecember 2023$1,612,267$4,454$1,607,813XML

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 93-6414158).

Questions about CONSTANCE Y GRANT CHARITABLE TR

What is the EIN of CONSTANCE Y GRANT CHARITABLE TR?
The employer identification number (EIN) of CONSTANCE Y GRANT CHARITABLE TR is 93-6414158.
Is CONSTANCE Y GRANT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CONSTANCE Y GRANT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CONSTANCE Y GRANT CHARITABLE TR 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 CONSTANCE Y GRANT CHARITABLE TR 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 CONSTANCE Y GRANT CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $22,980 (THE PRIVATE TRUST COMPANY NA, TRUSTEE).
How much revenue does CONSTANCE Y GRANT CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $64,752, expenses of $131,951 and total assets of $1,335,013 at year end.

Other nonprofits in FORT MILL

All nonprofits in FORT MILL · South Carolina