Nonprofit · EIN 30-6041434
W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $82,788 | $84,308 | -$1,520 | $1,446,061 | $0 | $1,446,061 |
| December 31, 2024 | 990 | $96,916 | $89,279 | $7,637 | $1,447,863 | $0 | $1,447,863 |
| December 31, 2023 | 990 | $12,097 | $104,441 | -$92,344 | $1,440,226 | $0 | $1,440,226 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $82,788
- Net gain from sales of assets
- $39,017
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $70,195
- Compensation of officers, directors and key employees
- $12,619
- Salaries, compensation and benefits (total)
- $12,619
- Professional fundraising fees
- $0
- Accounting fees
- $1,203
- Program services (functional)
- $76,505
- Management and general (functional)
- $7,803
Balance sheet and other
- Total assets, start of year
- $1,447,863
- Total assets, end of year
- $1,446,061
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,446,061
- Publicly traded securities
- $1,389,290
- Gross receipts
- $965,999
- Employees
- 0
- Year formed
- 2002
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $12,619 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK ASHLEY HAUSLER | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK ASHLEY HAUSLER | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST
- Principal officer (990 for 2025)
- SAME AS C ABOVE
- Signed the 990
- TRUIST BANK, DIRECTOR
- Phone
- (252) 246-4932
- Return prepared by
- ERNST & YOUNG US LLP
Mission
DISTRIBUTE TO BETHEL METHODIST CHURCH IN WALTERBORO SOUTH CAROLINA FOR GENERAL FUNDING.
Program accomplishments
- DISTRIBUTION TO BETHEL METHODIST CHURCH FOR CHURCH PURPOSES.Expenses $76,505 · grants $70,195
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-6041434
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,446,061
- Income (IRS master file)
- $965,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $82,788 | $84,308 | $1,446,061 | IRS |
| 990 | December 2024 | $96,916 | $89,279 | $1,447,863 | IRS |
| 990 | December 2023 | $12,097 | $104,441 | $1,440,226 | XML |
| 990 | December 2022 | -$37,897 | $110,264 | $1,532,570 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 30-6041434).
Questions about W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED
- What is the EIN of W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED?
- The employer identification number (EIN) of W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED is 30-6041434.
- Is W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED 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 W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED 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 W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED?
- The 990 for the year ended December 31, 2025 names SAME AS C ABOVE.
- Who are the officers and directors of W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,619 (TRUIST BANK, TRUSTEE).
- How much revenue does W RUDOLPH & HELEN JACOBS CARTER ENDOWMENT FUND FBO BETHEL UNITED have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $82,788, expenses of $84,308 and total assets of $1,446,061 at year end.
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