Nonprofit · EIN 30-6623592
THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION
Also known as HEATHER BAYFIELD TTEE
Tax-exempt · PONTE VEDRA BEACH, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $168,063 | $170,807 | -$2,744 | $2,266,111 | $0 | $2,266,111 |
| December 31, 2024 | 990-PF | $88,743 | $176,109 | -$87,366 | $2,286,867 | $6,727 | $2,280,140 |
| December 31, 2023 | 990-PF | $1,221 | $169,090 | -$167,869 | $2,349,561 | $0 | $2,349,561 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $76,009
- Net gain from sales of assets
- $92,054
Expenses
- Grants and similar amounts paid
- $122,006
- Compensation of officers, directors and key employees
- $15,465
- Disbursements for charitable purposes
- $122,006
- Excise tax on investment income
- $1,793
Balance sheet and other
- Total assets, start of year
- $2,286,867
- Total assets, end of year
- $2,266,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,266,111
- Fair market value of assets
- $2,681,716
- Qualifying distributions
- $122,006
- Net investment income
- $155,499
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 |
|---|---|---|---|
| HEATHER BAYFIELD 830-13 AIA NORTH, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 2 | $15,465 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER BAYFIELD 830-13 AIA NORTH, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 2 | $14,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER BAYFIELD 830-13 AIA NORTH, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 2 | $11,013 |
Address and contacts
- Address (IRS master file)
- 830-13 AIA NORTH STE 262, PONTE VEDRA BEACH, FL 32082-0000
- In care of
- % HEATHER BAYFIELD
- Signed the 990-PF
- HEATHER BAYFIELD, TRUSTEE
- Phone
- (904) 473-5405
- Return prepared by
- TRACIE L TEDRICK PA
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
- 30-6623592
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,266,111
- Income (IRS master file)
- $624,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $168,063 | $170,807 | $2,266,111 | IRS |
| 990-PF | December 2024 | $88,743 | $176,109 | $2,286,867 | IRS |
| 990-PF | December 2023 | $1,221 | $169,090 | $2,349,561 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 30-6623592).
Questions about THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION
- What is the EIN of THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION?
- The employer identification number (EIN) of THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION is 30-6623592.
- Is THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION 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 THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION 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 THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,465 (HEATHER BAYFIELD, TRUSTEE).
- How much revenue does THE CHARLES T & HELEN R WILLIAMSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $168,063, expenses of $170,807 and total assets of $2,266,111 at year end.
Other nonprofits in PONTE VEDRA BEACH
- THE TOM COUGHLIN JAY FUND FOUNDATION INC EIN 59-3426937 · last filed 990 for 2025
- WINGOOD FOUNDATION EIN 54-1868333 · last filed 990-PF for 2025
- KENNEDY FAMILY CHARITABLE FOUNDATION EIN 87-6662304 · last filed 990-PF for 2025
- FUNK - ZITIELLO FOUNDATION EIN 81-3204321 · last filed 990 for 2024
- A DIAMOND IN THE ROUGH MINISTRIES EIN 85-3961665 · last filed 990-N for 2025
- WHEELER BENEFIT FOUNDATION EIN 26-2869581 · last filed 990-N for 2025
- LIFE CARE PONTE VEDRA INC EIN 59-2555812 · last filed 990 for 2024
- ARTHUR V DAVIS FOUNDATION PF 3 EIN 59-6159693 · last filed 990-PF for 2024
All nonprofits in PONTE VEDRA BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations