Nonprofit · EIN 34-6527172
HELEN WADE GREENE CHARITABLE TR
Tax-exempt · FORT MILL, SC 29716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $482,839 | $482,582 | $257 | $10,153,314 | $0 | $10,153,314 |
| December 31, 2023 | 990-PF | $481,980 | $635,999 | -$154,019 | $11,148,085 | $0 | $11,148,085 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $294,353
- Net gain from sales of assets
- $110,842
- Other income
- $77,644
Expenses
- Grants and similar amounts paid
- $360,000
- Compensation of officers, directors and key employees
- $47,035
- Disbursements for charitable purposes
- $383,718
- Excise tax on investment income
- $4,258
Balance sheet and other
- Total assets, start of year
- $11,148,085
- Total assets, end of year
- $10,153,314
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,153,314
- Fair market value of assets
- $15,775,313
- Qualifying distributions
- $383,718
- Net investment income
- $405,195
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PRIVATE TRUST COMPANY NA PO BOX 1929, FORT MILL, SC 29716 | TRUSTEE | 4 | $47,035 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PRIVATE TRUST COMPANY NA 1422 EUCLID AVENUE, CLEVELAND, OH 44133 | TRUSTEE | 4 | $42,925 |
Address and contacts
- Address (IRS master file)
- PO BOX 1929, FORT MILL, SC 29716-1929
- In care of
- % PRIVATE TRUST COMPANY N A
- Signed the 990-PF
- PRESIDENT CHIEF OPERATING OFFICER, VICE PRESIDENT
- Phone
- (216) 771-6960
- Return prepared by
- DELOITTE TAX LLP
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 | Not 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
- 34-6527172
- 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
- 1958
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,153,314
- Income (IRS master file)
- $1,091,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $482,839 | $482,582 | $10,153,314 | XML |
| 990-PF | December 2023 | $481,980 | $635,999 | $11,148,085 | 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 34-6527172).
Questions about HELEN WADE GREENE CHARITABLE TR
- What is the EIN of HELEN WADE GREENE CHARITABLE TR?
- The employer identification number (EIN) of HELEN WADE GREENE CHARITABLE TR is 34-6527172.
- Is HELEN WADE GREENE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to HELEN WADE GREENE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN WADE GREENE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN WADE GREENE CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN WADE GREENE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HELEN WADE GREENE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $47,035 (THE PRIVATE TRUST COMPANY NA, TRUSTEE).
- How much revenue does HELEN WADE GREENE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $482,839, expenses of $482,582 and total assets of $10,153,314 at year end.
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