Nonprofit · EIN 46-7069542
LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13
Also known as ANNABELLE L FETTERMAN TTEE
Tax-exempt · CLINTON, NC 28328
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $609,711 | $550,727 | $58,984 | $8,034,078 | $0 | $8,034,078 |
| December 31, 2023 | 990-PF | $263,117 | $592,913 | -$329,796 | $7,975,094 | $0 | $7,975,094 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $168,395
- Interest
- $67,422
- Net gain from sales of assets
- $371,435
- Other income
- $2,459
Expenses
- Grants and similar amounts paid
- $451,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $455,017
- Excise tax on investment income
- $7,145
Balance sheet and other
- Total assets, start of year
- $7,975,094
- Total assets, end of year
- $8,034,078
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,034,078
- Fair market value of assets
- $10,171,069
- Qualifying distributions
- $455,017
- Net investment income
- $609,711
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 |
|---|---|---|---|
| MABEL F HELD 208 FOX LAKE DRIVE, CLINTON, NC 28328 | TRUSTEE | 3 | $0 |
| BRADFORD KYLE HELD 208 FOX LAKE DRIVE, CLINTON, NC 28328 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MABEL F HELD 208 FOX LAKE DRIVE, CLINTON, NC 28328 | TRUSTEE | 3 | $0 |
| BRADFORD KYLE HELD 208 FOX LAKE DRIVE, CLINTON, NC 28328 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 208 FOX LAKE DR, CLINTON, NC 28328-3108
- In care of
- % MABEL F HELD
- Signed the 990-PF
- MABEL F HELD, TRUSTEE
- Phone
- (910) 990-7777
- Return prepared by
- BATCHELOR TILLERY & ROBERTS 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
- 46-7069542
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $8,034,078
- Income (IRS master file)
- $3,047,304
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $609,711 | $550,727 | $8,034,078 | IRS |
| 990-PF | December 2023 | $263,117 | $592,913 | $7,975,094 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 46-7069542).
Questions about LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13
- What is the EIN of LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13?
- The employer identification number (EIN) of LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 is 46-7069542.
- Is LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 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 LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 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 LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUNDY FETTERMAN FAMILY FOUNDATION TR UA 10-16-13 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $609,711, expenses of $550,727 and total assets of $8,034,078 at year end.
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