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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 34-6599113

WILLARD C & AUDREY G BEAR

Also known as PALM BEACH NATIONAL BANK & TR CO

Tax-exempt · CHARLOTTESVILLE, VA 22902

Financials

$28K$125K2023$10K$136K2024$246K$165K2025
Revenue Expenses · by fiscal year end
Financials of WILLARD C & AUDREY G BEAR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$245,996$165,158$80,838$1,749,324$5,465$1,743,859
December 31, 2024990-PF$10,027$136,040-$126,013$1,513,712$3,500$1,510,212
December 31, 2023990-PF$28,201$124,597-$96,396$1,627,174$3,500$1,623,674
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$49,578
Interest
$372
Net gain from sales of assets
$196,046

Expenses

Grants and similar amounts paid
$150,000
Disbursements for charitable purposes
$151,800
Excise tax on investment income
$3,306

Balance sheet and other

Total assets, start of year
$1,513,712
Total assets, end of year
$1,749,324
Total liabilities, end of year
$5,465
Net assets, end of year
$1,743,859
Fair market value of assets
$1,968,746
Qualifying distributions
$151,800
Net investment income
$245,996

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
DAVID BEAR
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.1$0
RISA SONTZ
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DAVID BEAR
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.1$0
RISA SONTZ
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DAVID BEAR
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.05$0
RISA SONTZ
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902
TRUSTEE0.05$0

Address and contacts

Address (IRS master file)
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902-0000
In care of
% KEATING INVESTMENT COUNSELORS
Signed the 990-PF
DAVID BEAR, TRUSTEE
Phone
(434) 977-4420
Return prepared by
SILVERCREST FINANCIAL SERVICES INC

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
34-6599113
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
1968
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,749,324
Income (IRS master file)
$1,570,435

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$245,996$165,158$1,749,324IRS
990-PFDecember 2024$10,027$136,040$1,513,712XML
990-PFDecember 2023$28,201$124,597$1,627,174XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 34-6599113).

Questions about WILLARD C & AUDREY G BEAR

What is the EIN of WILLARD C & AUDREY G BEAR?
The employer identification number (EIN) of WILLARD C & AUDREY G BEAR is 34-6599113.
Is WILLARD C & AUDREY G BEAR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to WILLARD C & AUDREY G BEAR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLARD C & AUDREY G BEAR file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLARD C & AUDREY G BEAR 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 WILLARD C & AUDREY G BEAR 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 WILLARD C & AUDREY G BEAR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does WILLARD C & AUDREY G BEAR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $245,996, expenses of $165,158 and total assets of $1,749,324 at year end.

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