Nonprofit · EIN 04-6904362
CHARLES M AND RUTH H WILCOX TR
Also known as TRAVIS LUKE P TTEE
Tax-exempt · FALL RIVER, MA 02722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,234 | $77,488 | -$2,254 | $878,006 | $0 | $878,006 |
| December 31, 2024 | 990-PF | $47,207 | $69,779 | -$22,572 | $880,145 | $0 | $880,145 |
| December 31, 2023 | 990-PF | $35,615 | $71,544 | -$35,929 | $897,527 | $5,000 | $892,527 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,223
- Interest
- $13
- Net gain from sales of assets
- $46,998
Expenses
- Grants and similar amounts paid
- $52,496
- Compensation of officers, directors and key employees
- $12,762
- Disbursements for charitable purposes
- $54,417
- Excise tax on investment income
- $730
Balance sheet and other
- Total assets, start of year
- $880,145
- Total assets, end of year
- $878,006
- Total liabilities, end of year
- $0
- Net assets, end of year
- $878,006
- Fair market value of assets
- $1,133,779
- Qualifying distributions
- $54,417
- Net investment income
- $75,161
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 |
|---|---|---|---|
| LUKE TRAVIS POBOX 3288FALL, RIVE, MA 02722 | TRUSTEE | 2 | $12,762 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUKE TRAVIS POBOX 3288FALL, RIVE, MA 02722 | TRUSTEE | 2 | $7,823 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUKE TRAVIS POBOX 3288FALL, RIVE, MA 02722 | TRUSTEE | 2 | $8,402 |
Address and contacts
- Address (IRS master file)
- PO BOX 3288, FALL RIVER, MA 02722-3288
- In care of
- % LUKE P TRAVIS
- Signed the 990-PF
- LUKE P TRAVIS, TRUSTEE
- Phone
- (508) 678-3943
- Return prepared by
- LORRAINE A TRAVERS CPA
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
- 04-6904362
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $878,006
- Income (IRS master file)
- $131,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,234 | $77,488 | $878,006 | IRS |
| 990-PF | December 2024 | $47,207 | $69,779 | $880,145 | IRS |
| 990-PF | December 2023 | $35,615 | $71,544 | $897,527 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-6904362).
Questions about CHARLES M AND RUTH H WILCOX TR
- What is the EIN of CHARLES M AND RUTH H WILCOX TR?
- The employer identification number (EIN) of CHARLES M AND RUTH H WILCOX TR is 04-6904362.
- Is CHARLES M AND RUTH H WILCOX TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CHARLES M AND RUTH H WILCOX TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES M AND RUTH H WILCOX TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES M AND RUTH H WILCOX 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 CHARLES M AND RUTH H WILCOX 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 CHARLES M AND RUTH H WILCOX TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,762 (LUKE TRAVIS, TRUSTEE).
- How much revenue does CHARLES M AND RUTH H WILCOX TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,234, expenses of $77,488 and total assets of $878,006 at year end.
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