Nonprofit · EIN 33-6343459
RICHARD WOOD AVERILL CHARITABLE TR
Also known as AVERILL LAWRENCE H TTEE
Tax-exempt · WINSTON SALEM, NC 27114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $278,893 | $244,074 | $34,819 | $3,518,040 | $0 | $3,518,040 |
| December 31, 2024 | 990-PF | $204,495 | $190,842 | $13,653 | $3,315,332 | $0 | $3,315,332 |
| December 31, 2023 | 990-PF | $130,957 | $189,584 | -$58,627 | $3,129,921 | $0 | $3,129,921 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $69,460
- Interest
- $1,488
- Net gain from sales of assets
- $207,945
Expenses
- Grants and similar amounts paid
- $236,500
- Disbursements for charitable purposes
- $240,582
- Excise tax on investment income
- $3,878
Balance sheet and other
- Total assets, start of year
- $3,315,332
- Total assets, end of year
- $3,518,040
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,518,040
- Fair market value of assets
- $3,518,040
- Qualifying distributions
- $240,582
- Net investment income
- $278,957
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 |
|---|---|---|---|
| LAWRENCE H AVERILL PO Box 25462, Winston Salem, NC 27114 | PresidentTrustee | 1 | $0 |
| ELIZABETH A TACIK PO Box 25462, Winston Salem, NC 27114 | TreasurerTrustee | 5 | $0 |
| KATHLEEN MCKAY PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
| ERIC J TACIK PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE H AVERILL PO Box 25462, Winston Salem, NC 27114 | PresidentTrustee | 5 | $0 |
| ELIZABETH A TACIK PO Box 25462, Winston Salem, NC 27114 | TreasurerTrustee | 25 | $0 |
| KATHLEEN MCKAY PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
| ERIC J TACIK PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE H AVERILL PO Box 25462, Winston Salem, NC 27114 | PresidentTrustee | 5 | $0 |
| ELIZABETH A TACIK PO Box 25462, Winston Salem, NC 27114 | TreasurerTrustee | 25 | $0 |
| KATHLEEN MCKAY PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
| ERIC J TACIK PO Box 25462, Winston Salem, NC 27114 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25462, WINSTON SALEM, NC 27114-5462
- In care of
- % ELIZABETH A TACIK
- Signed the 990-PF
- ELIZABETH A TACIK, TreasurerTrustee
- Phone
- (336) 926-0896
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
- 33-6343459
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $3,518,040
- Income (IRS master file)
- $378,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $278,893 | $244,074 | $3,518,040 | XML |
| 990-PF | December 2024 | $204,495 | $190,842 | $3,315,332 | XML |
| 990-PF | December 2023 | $130,957 | $189,584 | $3,129,921 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 33-6343459).
Questions about RICHARD WOOD AVERILL CHARITABLE TR
- What is the EIN of RICHARD WOOD AVERILL CHARITABLE TR?
- The employer identification number (EIN) of RICHARD WOOD AVERILL CHARITABLE TR is 33-6343459.
- Is RICHARD WOOD AVERILL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to RICHARD WOOD AVERILL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD WOOD AVERILL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD WOOD AVERILL 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 RICHARD WOOD AVERILL 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 RICHARD WOOD AVERILL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does RICHARD WOOD AVERILL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $278,893, expenses of $244,074 and total assets of $3,518,040 at year end.
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