Nonprofit · EIN 56-1896328
HAROLD & MARGARET DEAL FOUNDATION
Tax-exempt · HICKORY, NC 28601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,760 | $47,120 | $8,640 | $404,233 | $25,000 | $379,233 |
| December 31, 2024 | 990-PF | $62,322 | $39,550 | $22,772 | $370,593 | $0 | $370,593 |
| December 31, 2023 | 990-PF | $41,211 | $36,030 | $5,181 | $371,321 | $23,500 | $347,821 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $14,322
- Interest
- $1,257
- Net gain from sales of assets
- $40,181
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $40,000
- Excise tax on investment income
- $692
Balance sheet and other
- Total assets, start of year
- $370,593
- Total assets, end of year
- $404,233
- Total liabilities, end of year
- $25,000
- Net assets, end of year
- $379,233
- Fair market value of assets
- $763,671
- Qualifying distributions
- $40,000
- Net investment income
- $55,760
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE D WELLS 945 18TH AVE CIR NW, HICKORY, NC 28601 | PRESIDENT | 5 | $0 |
| ANDREW WELLS JR 945 18TH AVE CIR NW, HICKORY, NC 28601 | SECRETARY | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE D WELLS 945 18TH AVE CIR NW, HICKORY, NC 28601 | PRESIDENT | 5 | $0 |
| ANDREW WELLS JR 945 18TH AVE CIR NW, HICKORY, NC 28601 | SECRETARY | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE D WELLS 945 18TH AVE CIR NW, HICKORY, NC 28601 | PRESIDENT | 5 | $0 |
| ANDREW WELLS JR 945 18TH AVE CIR NW, HICKORY, NC 28601 | SECRETARY | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 945 18TH AVENUE CIR NW, HICKORY, NC 28601-1200
- Signed the 990-PF
- SUZANNE D WELLS, PRESIDENT
- Phone
- (828) 310-5002
- Return prepared by
- MICHAEL A TRAWICK CPA PA
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 | 990-PF 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
- 56-1896328
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $404,233
- Income (IRS master file)
- $194,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,760 | $47,120 | $404,233 | IRS |
| 990-PF | December 2024 | $62,322 | $39,550 | $370,593 | IRS |
| 990-PF | December 2023 | $41,211 | $36,030 | $371,321 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 56-1896328).
Questions about HAROLD & MARGARET DEAL FOUNDATION
- What is the EIN of HAROLD & MARGARET DEAL FOUNDATION?
- The employer identification number (EIN) of HAROLD & MARGARET DEAL FOUNDATION is 56-1896328.
- Is HAROLD & MARGARET DEAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HAROLD & MARGARET DEAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD & MARGARET DEAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD & MARGARET DEAL FOUNDATION 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 HAROLD & MARGARET DEAL FOUNDATION 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 HAROLD & MARGARET DEAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HAROLD & MARGARET DEAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,760, expenses of $47,120 and total assets of $404,233 at year end.
Other nonprofits in HICKORY
- BEAVER FAMILY FOUNDATION INC EIN 56-2028723 · last filed 990-PF for 2026
- TSH CHARITABLE FOUNDATION EIN 26-4731530 · last filed 990-PF for 2026
- EM SUGGS AND SARA DEAL TEMPLE FOUNDATION EIN 26-2117551 · last filed 990-PF for 2025
- CLAUDE S JR AND RAENELLE B ABERNETHY TEST CHARITABLE TR EIN 27-6561536 · last filed 990-PF for 2025
- CATAWBA COUNTY UNITED WAY INC EIN 56-0774714 · last filed 990 for 2025
- PARSON OF THE HILLS FOUNDATION INC EIN 56-6061745 · last filed 990 for 2025
- PATRICK BEAVER SCHOLARSHIP FOUNDATION INC EIN 56-2048446 · last filed 990-PF for 2025
- SARA S LONG CHARITABLE FOUNDATION EIN 92-3113040 · last filed 990-PF for 2025
All nonprofits in HICKORY · North Carolina · Philanthropy, voluntarism and grantmaking foundations