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Nonprofit · EIN 54-6603260

ANNE CANNON TRUST

Tax-exempt · BALTIMORE, MD 21231

Financials

$28K$42K2023$162K$42K2024$185K$72K2025
Revenue Expenses · by fiscal year end
Financials of ANNE CANNON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$185,329$71,893$113,436$907,551$0$907,551
December 31, 2024990-PF$161,977$42,186$119,791$801,928$0$801,928
December 31, 2023990-PF$27,656$41,679-$14,023$682,486$0$682,486
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$20,613
Net gain from sales of assets
$164,716

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$3,500
Disbursements for charitable purposes
$64,715
Excise tax on investment income
$2,533

Balance sheet and other

Total assets, start of year
$801,928
Total assets, end of year
$907,551
Total liabilities, end of year
$0
Net assets, end of year
$907,551
Fair market value of assets
$1,205,052
Qualifying distributions
$64,715
Net investment income
$185,329

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
ZACHARY R TATE
PO BOX 2265, BLOWING ROCK, NC 28605
CHAIRPERSON, DISTRIBUTION1$3,500
BROWN ADVISORY
901 SOUTH BOND STREET STE 400, BALTIMORE, MD 21231
TRUSTEE1$0
WILL GRIENER
1183 HERITAGE PATH LANE, WINSTONSALEM, NC 27103
ADVISORY COMMITTEE MEMBER1$0
LANE C CZURA
130 W 15TH STREET APT 7B, NEW YORK, NY 10011
ADVISORY COMMITTEE MEMBER1$0
ELIZABETH M CZURA
9 GADSDEN ST APT B, CHARLESTON, SC 29401
ADVISORY COMMITTEE MEMBER1$0
LINDA F TATE
312 JENSEN DRIVE, BLOWING ROCK, NC 28605
ADVISORY COMMITTEE MEMBER1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
ZACHARY R TATE
PO BOX 2265, BLOWING ROCK, NC 28605
CHAIRPERSON, DISTRIBUTION1$3,200
BROWN ADVISORY
901 SOUTH BOND STREET STE 400, BALTIMORE, MD 21231
TRUSTEE1$0
WILL GRIENER
1183 HERITAGE PATH LANE, WINSTONSALEM, NC 27103
ADVISORY COMMITTEE MEMBER1$0
LANE C CZURA
130 W 15TH STREET APT 7B, NEW YORK, NY 10011
ADVISORY COMMITTEE MEMBER1$0
ELIZABETH M CZURA
9 GADSDEN ST APT B, CHARLESTON, SC 29401
ADVISORY COMMITTEE MEMBER1$0
LINDA F TATE
312 JENSEN DRIVE, BLOWING ROCK, NC 28605
ADVISORY COMMITTEE MEMBER1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PNC BANK N A
116 ALLEGHENY CENTER MALL, PITTSBURGH, PA 15212
CORPORATE TRUSTEE1$3,230
ZACHARY R TATE
PO BOX 2265, BLOWING ROCK, NC 28605
CHAIRPERSON, DISTRIBUTION1$3,200
WILL GRIENER
1183 HERITAGE PATH LANE, WINSTONSALEM, NC 27103
ADVISORY COMMITTEE MEMBER1$0
LANE C CZURA
130 W 15TH STREET APT 7B, NEW YORK, NY 10011
ADVISORY COMMITTEE MEMBER1$0
ELIZABETH M CZURA
9 GADSDEN ST APT B, CHARLESTON, SC 29401
ADVISORY COMMITTEE MEMBER1$0
LINDA F TATE
312 JENSEN DRIVE, BLOWING ROCK, NC 28605
ADVISORY COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
901 S BOND ST STE 400, BALTIMORE, MD 21231-3340
In care of
% PNC BANK
Signed the 990-PF
BROWN INVESTMENT ADVISORY TRUST, TRUSTEE
Phone
(470) 386-8999
Return prepared by
DELOITTE 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-6603260
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$907,551
Income (IRS master file)
$531,025

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$185,329$71,893$907,551IRS
990-PFDecember 2024$161,977$42,186$801,928IRS
990-PFDecember 2023$27,656$41,679$682,486XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 54-6603260).

Questions about ANNE CANNON TRUST

What is the EIN of ANNE CANNON TRUST?
The employer identification number (EIN) of ANNE CANNON TRUST is 54-6603260.
Is ANNE CANNON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to ANNE CANNON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNE CANNON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNE CANNON 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 ANNE CANNON 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 ANNE CANNON TRUST?
The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $3,500 (ZACHARY R TATE, CHAIRPERSON, DISTRIBUTION).
How much revenue does ANNE CANNON TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $185,329, expenses of $71,893 and total assets of $907,551 at year end.

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