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Nonprofit · EIN 34-6958569

SEDGWICK FAMILY CHARITABLE TR

Tax-exempt · BROOKLYN, OH 44144

Financials

$254K$285K2023$178K$231K2024
Revenue Expenses · by fiscal year end
Financials of SEDGWICK FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$178,339$231,488-$53,149$1,366,831$0$1,366,831
December 31, 2023990-PF$254,363$284,947-$30,584$1,407,827$0$1,407,827
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$91,323
Net gain from sales of assets
$87,016

Expenses

Grants and similar amounts paid
$196,850
Disbursements for charitable purposes
$198,100
Excise tax on investment income
$2,077

Balance sheet and other

Total assets, start of year
$1,407,827
Total assets, end of year
$1,366,831
Total liabilities, end of year
$0
Net assets, end of year
$1,366,831
Fair market value of assets
$4,827,266
Qualifying distributions
$198,100
Net investment income
$178,339

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.

NameTitleHours / weekCompensation
Ellery Sedgwick III
105 W Hill DR, Farmville, VA 239012706
Trustee1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Ellery Sedgwick III
105 W Hill DR, Farmville, VA 239012706
Trustee1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% SOCIETY NATIONAL BANK TTEE
Signed the 990-PF
ELLERY SEDGWICK III, TRUSTEE
Phone
(216) 689-5736
Return prepared by
PWC US 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6958569
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,366,831
Income (IRS master file)
$299,928

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$178,339$231,488$1,366,831XML
990-PFDecember 2023$254,363$284,947$1,407,827XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 34-6958569).

Questions about SEDGWICK FAMILY CHARITABLE TR

What is the EIN of SEDGWICK FAMILY CHARITABLE TR?
The employer identification number (EIN) of SEDGWICK FAMILY CHARITABLE TR is 34-6958569.
Is SEDGWICK FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to SEDGWICK FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SEDGWICK FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SEDGWICK FAMILY 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 SEDGWICK FAMILY 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 SEDGWICK FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does SEDGWICK FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $178,339, expenses of $231,488 and total assets of $1,366,831 at year end.

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