Nonprofit · EIN 35-7201867
WILLIAM GASTON ALLEN FOUNDATION
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $237,313 | $251,274 | -$13,961 | $3,537,125 | $0 | $3,537,125 |
| February 28, 2025 | 990-PF | $147,424 | $183,336 | -$35,912 | $3,556,019 | $0 | $3,556,019 |
| February 29, 2024 | 990-PF | $748,921 | $185,547 | $563,374 | $3,589,962 | $0 | $3,589,962 |
| February 28, 2023 | 990-PF | $63,078 | $282,738 | -$219,660 | $3,016,467 | $0 | $3,016,467 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $110,340
- Net gain from sales of assets
- $115,121
- Other income
- $11,852
Expenses
- Grants and similar amounts paid
- $203,001
- Compensation of officers, directors and key employees
- $26,257
- Disbursements for charitable purposes
- $226,439
- Excise tax on investment income
- $2,926
Balance sheet and other
- Total assets, start of year
- $3,556,019
- Total assets, end of year
- $3,537,125
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,537,125
- Fair market value of assets
- $4,246,967
- Qualifying distributions
- $226,439
- Net investment income
- $224,857
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | LEAD TRUSTEE | 1 | $26,257 |
| RAY WARREN 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| RICK CLAYTON 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| TAYLOR GREG POTTER 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 28, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | LEAD TRUSTEE | 1 | $25,165 |
| RAY WARREN 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| RICK CLAYTON 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| TAYLOR GREG POTTER 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | LEAD TRUSTEE | 1 | $28,719 |
| RAY WARREN 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| RICK CLAYTON 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| TAYLOR GREG POTTER 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 28, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | LEAD TRUSTEE | 1 | $40,151 |
| RAY WARREN 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| RICK CLAYTON 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
| TAYLOR GREG POTTER 434 FAYETTEVILLE ST 11TH FL, RALEIGH, NC 27601 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BB&T WEALTH
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (919) 716-9314
- Return prepared by
- ERNST & YOUNG US 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-7201867
- 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
- February
- Files
- Form 990-PF
- Category (NTEE)
- Education (B40)
- Assets (IRS master file)
- $3,537,125
- Income (IRS master file)
- $2,163,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $237,313 | $251,274 | $3,537,125 | XML |
| 990-PF | February 2025 | $147,424 | $183,336 | $3,556,019 | XML |
| 990-PF | February 2024 | $748,921 | $185,547 | $3,589,962 | XML |
| 990-PF | February 2023 | $63,078 | $282,738 | $3,016,467 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 35-7201867).
Questions about WILLIAM GASTON ALLEN FOUNDATION
- What is the EIN of WILLIAM GASTON ALLEN FOUNDATION?
- The employer identification number (EIN) of WILLIAM GASTON ALLEN FOUNDATION is 35-7201867.
- Is WILLIAM GASTON ALLEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WILLIAM GASTON ALLEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM GASTON ALLEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM GASTON ALLEN FOUNDATION due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM GASTON ALLEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of WILLIAM GASTON ALLEN FOUNDATION?
- The 990-PF for the year ended February 28, 2026 lists 4 people; 1 received compensation from the organization, the highest $26,257 (TRUIST BANK, LEAD TRUSTEE).
- How much revenue does WILLIAM GASTON ALLEN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $237,313, expenses of $251,274 and total assets of $3,537,125 at year end.
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