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Nonprofit · EIN 27-6112014

WORKMAN FAMILY CHARITABLE TR

Tax-exempt · COLUMBIA, SC 29206

Financials

$82K$154K2023$463K$137K2024$740K$131K2025
Revenue Expenses · by fiscal year end
Financials of WORKMAN FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$739,575$131,084$608,491$2,239,425$0$2,239,425
December 31, 2024990-PF$462,583$137,100$325,483$1,645,933$0$1,645,933
December 31, 2023990-PF$82,376$154,477-$72,101$1,320,450$0$1,320,450
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$68,719
Interest
$51
Net gain from sales of assets
$670,177
Other income
$628

Expenses

Grants and similar amounts paid
$85,000
Disbursements for charitable purposes
$85,000
Excise tax on investment income
$9,894

Balance sheet and other

Total assets, start of year
$1,645,933
Total assets, end of year
$2,239,425
Total liabilities, end of year
$0
Net assets, end of year
$2,239,425
Fair market value of assets
$2,527,827
Qualifying distributions
$85,000
Net investment income
$739,575

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
COLONIAL TRUST
6 CALENDAR COURT, COLUMBIA, SC 29206
TRUSTEE0$0
WILLIAM QUATTLEBAUM
107 OAK PARK DR SUITE A, IRMO, SC 29063
DIRECTOR0$0
RANDA JACKSON
107 OAK PARK DR SUITE A, IRMO, SC 29063
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
COLONIAL TRUST
6 CALENDAR COURT, COLUMBIA, SC 29206
TRUSTEE0$0
WILLIAM QUATTLEBAUM
107 OAK PARK DR SUITE A, IRMO, SC 29063
DIRECTOR0$0
RANDA JACKSON
107 OAK PARK DR SUITE A, IRMO, SC 29063
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
COLONIAL TRUST
6 CALENDAR COURT, COLUMBIA, SC 29206
TRUSTEE0$0
WILLIAM F QUATTLEBAUM
107 OAK PARK DRIVE SUITE A, IRMO, SC 29063
DIRECTOR0$0
RANDA JACKSON
107 OAK PARK DR SUITE A, IRMO, SC 29063
DIRECTOR0$0

Address and contacts

Address (IRS master file)
6 CALENDAR COURT, COLUMBIA, SC 29206-4715
In care of
% COLONIAL TRUST COMPANY TTEE
Signed the 990-PF
COLONIAL TRUST, TRUSTEE
Phone
(803) 782-7876
Return prepared by
LANG FRYER & QUATTLEBAUM

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
27-6112014
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,239,425
Income (IRS master file)
$1,693,574

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$739,575$131,084$2,239,425XML
990-PFDecember 2024$462,583$137,100$1,645,933IRS
990-PFDecember 2023$82,376$154,477$1,320,450XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-6112014).

Questions about WORKMAN FAMILY CHARITABLE TR

What is the EIN of WORKMAN FAMILY CHARITABLE TR?
The employer identification number (EIN) of WORKMAN FAMILY CHARITABLE TR is 27-6112014.
Is WORKMAN FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to WORKMAN FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WORKMAN FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of WORKMAN FAMILY 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 WORKMAN FAMILY 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 WORKMAN FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WORKMAN FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $739,575, expenses of $131,084 and total assets of $2,239,425 at year end.

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