Nonprofit · EIN 56-6036515
KATE B REYNOLDS CHARITABLE TRUST
Tax-exempt · WINSTON SALEM, NC 27106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $28,187,963 | $33,954,274 | -$5,766,311 | $563,834,216 | $0 | $563,834,216 |
| August 31, 2024 | 990-PF | $22,762,948 | $32,247,611 | -$9,484,663 | $559,758,546 | $0 | $559,758,546 |
| August 31, 2023 | 990-PF | $4,424,686 | $31,710,603 | -$27,285,917 | $569,394,454 | $0 | $569,394,454 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $16,053,189
- Net gain from sales of assets
- $11,622,864
- Other income
- $511,910
Expenses
- Grants and similar amounts paid
- $22,802,221
- Compensation of officers, directors and key employees
- $3,195,318
- Salaries, compensation and benefits (total)
- $2,462,887
- Disbursements for charitable purposes
- $29,543,552
- Excise tax on investment income
- $323,339
Balance sheet and other
- Total assets, start of year
- $559,758,546
- Total assets, end of year
- $563,834,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $563,834,216
- Fair market value of assets
- $654,907,906
- Qualifying distributions
- $29,543,552
- Net investment income
- $27,359,284
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $3,195,318 | – |
| LAURA I GERALD-SIMMS 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | PRESIDENT Highest-paid employee | 40 | $489,635 | $20,726 |
| STEPHANIE C LEWTER 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | EXECUTIVE VP Highest-paid employee | 40 | $281,924 | $16,915 |
| ADAM LINKER 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | VP OF PROGRAMS Highest-paid employee | 40 | $206,549 | $11,869 |
| NORA D FERRELL 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $159,527 | $9,572 |
| KRISTEN NANEY 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | DIRECTOR, LEARNING A Highest-paid employee | 40 | $143,070 | $8,584 |
990-PF for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Wells Fargo Bank 1525 WEST W T HARRIS BLVD, CHARLOTTE, NC 282885709 | TRUSTEE | 1 | $3,002,863 | – |
| LAURA I GERALD-SIMMS 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | PRESIDENT Highest-paid employee | 40 | $470,803 | $20,535 |
| STEPHANIE C LEWTER 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | EXECUTIVE VP Highest-paid employee | 40 | $271,081 | $15,581 |
| ADAM LINKER 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | VP OF PROGRAMS Highest-paid employee | 40 | $193,994 | $11,640 |
| NORA D FERRELL 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $151,360 | $9,082 |
| KRISTEN NANEY 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | DIRECTOR, LEARNING A Highest-paid employee | 40 | $137,567 | $8,254 |
990-PF for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wells Fargo Bank 1525 WEST W T HARRIS BLVD, CHARLOTTE, NC 282885709 | TRUSTEE | 1 | $2,888,449 |
| LAURA I GERALD 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | PRESIDENT Highest-paid employee | 40 | $455,871 |
| STEPHANIE C LEWTER 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | EXECUTIVE VP Highest-paid employee | 40 | $267,151 |
| ADAM LINKER 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | VP OF PROGRAMS Highest-paid employee | 40 | $184,185 |
| Nora D Ferrell 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $140,186 |
| Madison Allen 128 REYNOLDA VILLAGE, WINSTONSALEM, NC 27106 | SR.PROGRAM OFFICER Highest-paid employee | 40 | $134,653 |
Address and contacts
- Address (IRS master file)
- 128 REYNOLDA VLG, WINSTON SALEM, NC 27106-5123
- In care of
- % WACHOVIA BANK OF NORTH CAROLINA
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (800) 352-3705
- Return prepared by
- PWC US 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 56-6036515
- 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
- 1983
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $563,834,216
- Income (IRS master file)
- $227,910,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $28,187,963 | $33,954,274 | $563,834,216 | XML |
| 990-PF | August 2024 | $22,762,948 | $32,247,611 | $559,758,546 | IRS |
| 990-PF | August 2023 | $4,424,686 | $31,710,603 | $569,394,454 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 56-6036515).
Questions about KATE B REYNOLDS CHARITABLE TRUST
- What is the EIN of KATE B REYNOLDS CHARITABLE TRUST?
- The employer identification number (EIN) of KATE B REYNOLDS CHARITABLE TRUST is 56-6036515.
- Is KATE B REYNOLDS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to KATE B REYNOLDS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATE B REYNOLDS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATE B REYNOLDS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATE B REYNOLDS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of KATE B REYNOLDS CHARITABLE TRUST?
- The 990-PF for the year ended August 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $3,195,318 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does KATE B REYNOLDS CHARITABLE TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $28,187,963, expenses of $33,954,274 and total assets of $563,834,216 at year end.
Other nonprofits in WINSTON SALEM
- NOVANT HEALTH INC EIN 56-1376950 · last filed 990 for 2024
- PRESBYTERIAN HOSPITAL EIN 56-0554230 · last filed 990 for 2024
- FORSYTH MEMORIAL HOSPITAL INC EIN 56-0928089 · last filed 990 for 2024
- SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLINA INC EIN 58-1457912 · last filed 990 for 2025
- GOODWILL INDUSTRIES OF NW NORTH CAROLINA INC EIN 56-0588474 · last filed 990 for 2024
- REYNOLDS AMERICAN INC TR FOR NONCOLLECTIVELY BARGAINED POSTRETI EIN 31-0946266 · last filed 990 for 2024
- ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC EIN 56-1152263 · last filed 990 for 2025
- HOSPICE & PALLIATIVE CARECENTER EIN 58-1343313 · last filed 990 for 2025