Nonprofit · EIN 27-3878463
TRUST UW CHARLES E LARNER
Also known as CHARLES E LARNER FAMILY FOUNDATION
Tax-exempt · FLOYD, VA 24091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,573 | $25,065 | $1,508 | $288,429 | $0 | $288,429 |
| December 31, 2024 | 990-PF | $20,914 | $30,795 | -$9,881 | $286,921 | $0 | $286,921 |
| December 31, 2023 | 990-PF | $9,300 | $23,345 | -$14,045 | $544,759 | $0 | $544,759 |
| December 31, 2022 | 990-PF | $25,415 | $29,491 | -$4,076 | $300,825 | $0 | $300,825 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,652
- Net gain from sales of assets
- $16,921
Expenses
- Grants and similar amounts paid
- $15,010
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $24,845
- Excise tax on investment income
- $325
Balance sheet and other
- Total assets, start of year
- $286,921
- Total assets, end of year
- $288,429
- Total liabilities, end of year
- $0
- Net assets, end of year
- $288,429
- Fair market value of assets
- $358,960
- Qualifying distributions
- $24,845
- Net investment income
- $26,573
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 |
|---|---|---|---|
| DAVID R COSTELLO TRUSTEE 406 E Main Street, Floyd, VA 24091 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R COSTELLO TRUSTEE 406 E Main Street, Floyd, VA 24091 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R COSTELLO TRUSTEE 406 E Main Street, Floyd, VA 24091 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R COSTELLO TRUSTEE 4 Bay Street, Amesbury, MA 01913 | TRUSTEE | 2 | $3,000 |
Address and contacts
- Address (IRS master file)
- 406 E MAIN ST, FLOYD, VA 24091-2128
- In care of
- % DAVID COSTELLO
- Signed the 990-PF
- DAVID COSTELLO, Trustee
- Phone
- (978) 335-8739
- Return prepared by
- Lark Bolduc CPA LLC
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
- 27-3878463
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $288,429
- Income (IRS master file)
- $94,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,573 | $25,065 | $288,429 | IRS |
| 990-PF | December 2024 | $20,914 | $30,795 | $286,921 | XML |
| 990-PF | December 2023 | $9,300 | $23,345 | $544,759 | XML |
| 990-PF | December 2022 | $25,415 | $29,491 | $300,825 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-3878463).
Questions about TRUST UW CHARLES E LARNER
- What is the EIN of TRUST UW CHARLES E LARNER?
- The employer identification number (EIN) of TRUST UW CHARLES E LARNER is 27-3878463.
- Is TRUST UW CHARLES E LARNER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to TRUST UW CHARLES E LARNER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW CHARLES E LARNER file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW CHARLES E LARNER 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 TRUST UW CHARLES E LARNER 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 TRUST UW CHARLES E LARNER?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRUST UW CHARLES E LARNER have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,573, expenses of $25,065 and total assets of $288,429 at year end.
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