Nonprofit · EIN 23-7127466
TIMOTHY J TUOMEY TRUST
Tax-exempt · SUMTER, SC 29150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,686,190 | $411,368 | $1,274,822 | $11,018,595 | $0 | $11,018,595 |
| September 30, 2024 | 990 | $216,432 | $307,545 | -$91,113 | $10,446,736 | $0 | $10,446,736 |
| September 30, 2023 | 990 | $218,754 | $295,521 | -$76,767 | $8,595,030 | $0 | $8,595,030 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,686,190
- Net gain from sales of assets
- $1,396,071
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $335,178
- Compensation of officers, directors and key employees
- $3,000
- Salaries, compensation and benefits (total)
- $3,000
- Professional fundraising fees
- $0
- Program services (functional)
- $338,709
- Management and general (functional)
- $72,659
Balance sheet and other
- Total assets, start of year
- $10,446,736
- Total assets, end of year
- $11,018,595
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,018,595
- Publicly traded securities
- $11,016,683
- Net assets with donor restrictions
- $11,018,595
- Gross receipts
- $6,833,366
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1914
- State of legal domicile
- SC
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK JAMES | TRUSTEE Trustee or director | 0.1 | $1,200 |
| M DAVID SHAW | TRUSTEE Trustee or director | 0.1 | $1,000 |
| W T FORT JR | TRUSTEE Trustee or director | 0.1 | $1,000 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK JAMES | TRUSTEE Trustee or director | 0.4 | $2,400 |
| M DAVID SHAW | TRUSTEE Trustee or director | 0.4 | $2,000 |
| W T FORT JR | TRUSTEE Trustee or director | 0.4 | $2,000 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK JAMES | TRUSTEE Trustee or director | 1 | $1,200 |
| M DAVID SHAW | TRUSTEE Trustee or director | 1 | $1,000 |
| W T FORT JR | TRUSTEE Trustee or director | 1 | $1,000 |
Address and contacts
- Address (IRS master file)
- 115 N SUMTER STREET SUITE 420A, SUMTER, SC 29150-4972
- Principal officer (990 for 2024)
- JACK JAMES, 115 N SUMTER STREET SUITE 420A, SUMTER, SC 29150
- Signed the 990
- BETH LUEBBERT, TAX OFFICER
- Phone
- (803) 774-9037
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE SUPPORT TO PRISMA HEALTH TUOMEY BY TRANSFERRING A PORTION OF TRUST INCOME TO THE TUOMEY FOUNDATION.
Program accomplishments
- FUNDING OF PRISMA HEALTH TUOMEY'S ACTIVITIES (UNDER THE TRUST AGREEMENT). EXCESS OF REVENUES OVER EXPENSES IS TRANSFERRED TO THE TUOMEY FOUNDATION. ANY GAIN ON THE SALE OF CORPUS ASSETS IS REINVESTED.Expenses $338,709 · grants $335,178
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 23-7127466
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1971
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,018,595
- Income (IRS master file)
- $6,833,366
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,686,190 | $411,368 | $11,018,595 | XML |
| 990 | September 2024 | $216,432 | $307,545 | $10,446,736 | XML |
| 990 | September 2023 | $218,754 | $295,521 | $8,595,030 | XML |
| 990 | September 2022 | $316,292 | $356,977 | $7,989,620 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 23-7127466).
Questions about TIMOTHY J TUOMEY TRUST
- What is the EIN of TIMOTHY J TUOMEY TRUST?
- The employer identification number (EIN) of TIMOTHY J TUOMEY TRUST is 23-7127466.
- Is TIMOTHY J TUOMEY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to TIMOTHY J TUOMEY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TIMOTHY J TUOMEY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TIMOTHY J TUOMEY TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TIMOTHY J TUOMEY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of TIMOTHY J TUOMEY TRUST?
- The 990 for the year ended September 30, 2025 names JACK JAMES.
- Who are the officers and directors of TIMOTHY J TUOMEY TRUST?
- The 990 for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,200 (JACK JAMES, TRUSTEE).
- How much revenue does TIMOTHY J TUOMEY TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,686,190, expenses of $411,368 and total assets of $11,018,595 at year end.
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- TANDEM HEALTH SC EIN 57-1095992 · last filed 990 for 2025
- MORRIS COLLEGE EIN 57-6000734 · last filed 990 for 2025
- LIBERTY STEAM CHARTER SCHOOL EIN 84-3663677 · last filed 990 for 2025
- TUOMEY FOUNDATION EIN 57-1041691 · last filed 990 for 2025
- WILSON HALL EIN 57-0485507 · last filed 990 for 2025
- THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST EIN 57-6105891 · last filed 990-PF for 2024
- JOHN K CROSSWELL HOME POF EIN 57-0329783 · last filed 990-PF for 2025