Nonprofit · EIN 56-6042602
WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,885 | $52,174 | $5,711 | $702,974 | $0 | $702,974 |
| December 31, 2024 | 990-PF | $77,437 | $46,625 | $30,812 | $697,383 | $0 | $697,383 |
| December 31, 2023 | 990-PF | $52,029 | $48,293 | $3,736 | $666,046 | $0 | $666,046 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,438
- Interest
- $1,117
- Net gain from sales of assets
- $34,330
Expenses
- Grants and similar amounts paid
- $37,877
- Compensation of officers, directors and key employees
- $9,609
- Disbursements for charitable purposes
- $45,222
- Excise tax on investment income
- $726
Balance sheet and other
- Total assets, start of year
- $697,383
- Total assets, end of year
- $702,974
- Total liabilities, end of year
- $0
- Net assets, end of year
- $702,974
- Fair market value of assets
- $905,655
- Qualifying distributions
- $45,222
- Net investment income
- $57,845
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 |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $9,609 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $10,619 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $11,298 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % UNITED CAROLINA BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (704) 954-1125
- Return prepared by
- ERNST & YOUNG US 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 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
- 56-6042602
- 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
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $702,974
- Income (IRS master file)
- $91,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,885 | $52,174 | $702,974 | XML |
| 990-PF | December 2024 | $77,437 | $46,625 | $697,383 | XML |
| 990-PF | December 2023 | $52,029 | $48,293 | $666,046 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 56-6042602).
Questions about WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK
- What is the EIN of WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK?
- The employer identification number (EIN) of WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK is 56-6042602.
- Is WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK 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 WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK 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 WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,609 (TRUIST BANK, TRUSTEE).
- How much revenue does WILLIAM A SMITH ITEM XXI DIOCESE TR UNITED CAROLINA BANK have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,885, expenses of $52,174 and total assets of $702,974 at year end.
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