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Nonprofit · EIN 54-1884873

WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST

Also known as SHEFFEY JANE L TTEE

Tax-exempt · BRISTOL, VA 24202

Financials

$1K$2K2023$0$1K2024$0$3K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$0$2,974-$2,974$14,366$0$14,366
December 31, 2024990-PF$0$1,025-$1,025$17,340$0$17,340
December 31, 2023990-PF$1,098$2,162-$1,064$18,365$0$18,365
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Expenses

Grants and similar amounts paid
$1,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,600

Balance sheet and other

Total assets, start of year
$17,340
Total assets, end of year
$14,366
Total liabilities, end of year
$0
Net assets, end of year
$14,366
Fair market value of assets
$14,366
Qualifying distributions
$1,600

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
JAMES H LONG
22404 WILLOW CREEK CIRCLE, BRISTOL, VA 24202
TRUSTEE/PRESIDENT2$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JAMES H LONG
22404 WILLOW CREEK CIRCLE, BRISTOL, VA 24202
TRUSTEE/PRESIDENT2$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JAMES H LONG
22404 WILLOW CREEK CIRCLE, BRISTOL, VA 24202
TRUSTEE/PRESIDENT2$0

Address and contacts

Address (IRS master file)
22404 WILLOW CREEK CIR, BRISTOL, VA 24202-2618
In care of
% WALLER H HORSLEY
Signed the 990-PF
JAMES H LONG, TRUSTEE
Phone
(276) 669-9248
Return prepared by
BROWN EDWARDS & COMPANY 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-1884873
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,366
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$0$2,974$14,366IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$0$1,025$17,340IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,098$2,162$18,365XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 54-1884873).

Questions about WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST

What is the EIN of WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST?
The employer identification number (EIN) of WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST is 54-1884873.
Is WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST 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 WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST 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 WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does WILLIAMS-BERRY CHARITABLE FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $2,974 and total assets of $14,366 at year end.

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