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Nonprofit · EIN 54-6223108

ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST

Tax-exempt · DANVILLE, VA 24541

Financials

$736K$1.3M2023$4.2M$1.6M2024$6.2M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$6,182,074$1,618,409$4,563,665$22,711,347$0$22,711,347
February 28, 2025990-PF$4,208,782$1,555,909$2,652,873$18,166,199$0$18,166,199
February 29, 2024990-PF$735,946$1,297,144-$561,198$15,513,326$0$15,513,326
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$637,891
Interest
$4,145
Net gain from sales of assets
$5,538,440
Other income
$1,598

Expenses

Grants and similar amounts paid
$1,028,979
Compensation of officers, directors and key employees
$429,446
Disbursements for charitable purposes
$1,249,827
Excise tax on investment income
$82,802

Balance sheet and other

Total assets, start of year
$18,166,199
Total assets, end of year
$22,711,347
Total liabilities, end of year
$0
Net assets, end of year
$22,711,347
Fair market value of assets
$26,480,146
Qualifying distributions
$1,249,827
Net investment income
$6,182,074

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.

NameTitleHours / weekCompensation
ATLANTIC UNION BANK
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE6$215,420
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE2$71,342
EDWARD F HODGES JR
211 SALISBURY CIR, DANVILLE, VA 24541
TRUSTEE2$71,342
WILLIAM S WOODS
10851 NC HY 86, PROVIDENCE, NC 27315
TRUSTEE2$71,342
990-PF for the year ended February 28, 2025: 5 people
NameTitleHours / weekCompensation
ATLANTIC UNION BANK
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE6$192,475
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE2$68,898
EDWARD F HODGES JR
211 SALISBURY CIR, DANVILLE, VA 24541
TRUSTEE2$68,898
WILLIAM S WOODS
10851 NC HY 86, PROVIDENCE, NC 27315
TRUSTEE2$68,898
AMERICAN NATIONAL BANK TRUST
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE6$15,845
990-PF for the year ended February 29, 2024: 4 people
NameTitleHours / weekCompensation
AMERICAN NATIONAL BANK TRUST CO
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE6$184,848
EDWARD F HODGES JR
549 MAIN STREET, DANVILLE, VA 24541
TRUSTEE2$61,616
WILLIAM S WOODS
10851 NC HY 86, PROVIDENCE, NC 27315
TRUSTEE2$61,616
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE2$61,616

Address and contacts

Address (IRS master file)
628 MAIN ST, DANVILLE, VA 24541-1320
In care of
% WEALTH MGMT
Signed the 990-PF
DEBRA C CARLSON, SR VP & SR TRUST OFFICER
Phone
(434) 773-2206
Return prepared by
HARRIS HARVEY NEAL & COLLPCPA'S

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 yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
54-6223108
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
1985
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$22,711,347
Income (IRS master file)
$20,890,894

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$6,182,074$1,618,409$22,711,347XML
990-PFFebruary 2025$4,208,782$1,555,909$18,166,199XML
990-PFFebruary 2024$735,946$1,297,144$15,513,326XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 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 54-6223108).

Questions about ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST

What is the EIN of ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST?
The employer identification number (EIN) of ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST is 54-6223108.
Is ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST 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 ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST 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 ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST?
The 990-PF for the year ended February 28, 2026 lists 4 people; 4 received compensation from the organization, the highest $215,420 (ATLANTIC UNION BANK, TRUSTEE).
How much revenue does ALEXANDER BERKELEY CARRINGTON JR RUTH S CARRINGTON CHARITABLE TRUST have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $6,182,074, expenses of $1,618,409 and total assets of $22,711,347 at year end.

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