Nonprofit · EIN 56-6052273
JOSEPH CANNON CHRISTMAS TR UW
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,341,693 | $1,589,896 | $751,797 | $15,778,296 | $0 | $15,778,296 |
| December 31, 2024 | 990 | $1,606,795 | $1,515,248 | $91,547 | $15,026,499 | $0 | $15,026,499 |
| December 31, 2023 | 990 | $2,254,268 | $1,429,893 | $824,375 | $14,934,952 | $0 | $14,934,952 |
| December 31, 2021 | 990 | $1,019,376 | $1,281,514 | -$262,138 | $14,669,150 | $0 | $14,669,150 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,341,693
- Net gain from sales of assets
- $1,849,381
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,414,955
- Compensation of officers, directors and key employees
- $51,252
- Salaries, compensation and benefits (total)
- $51,252
- Professional fundraising fees
- $0
- Accounting fees
- $2,300
- Program services (functional)
- $1,435,110
- Management and general (functional)
- $154,786
Balance sheet and other
- Total assets, start of year
- $15,026,499
- Total assets, end of year
- $15,778,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,778,296
- Publicly traded securities
- $15,490,201
- Gross receipts
- $9,099,711
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1939
- State of legal domicile
- NC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK | TRUSTEE Institutional trustee | 1 | $51,252 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK | TRUSTEE Institutional trustee | 1 | $48,610 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK | TRUSTEE Institutional trustee | 1 | $42,203 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK NA | TRUSTEE Institutional trustee | 1 | $130,305 |
Address and contacts
- Address (IRS master file)
- 15025 BALLANCROFT PKWY, CHARLOTTE, NC 28277-4944
- In care of
- % PINNACLE BANK
- Principal officer (990 for 2025)
- PINNACLE BANK, 15025 BALLANCROFT PARKWAY, CHARLOTTE, NC 28277
- Signed the 990
- PINNACLE BANK, TRUSTEE
- Phone
- (336) 881-3600
- Return prepared by
- CRI ADVISORS PLLC
Mission
INCOME FROM THE TRUST INVESTMENTS IS DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT
Program accomplishments
- INCOME FROM THE TRUST INVESTMENTS IS DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENTExpenses $1,435,110 · grants $1,414,955
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6052273
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $15,778,296
- Income (IRS master file)
- $9,099,711
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,341,693 | $1,589,896 | $15,778,296 | XML |
| 990 | December 2024 | $1,606,795 | $1,515,248 | $15,026,499 | XML |
| 990 | December 2023 | $2,254,268 | $1,429,893 | $14,934,952 | XML |
| 990 | December 2022 | $846,970 | $1,405,543 | $14,110,577 | IRS |
| 990 | December 2021 | $1,019,376 | $1,281,514 | $14,669,150 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 56-6052273).
Questions about JOSEPH CANNON CHRISTMAS TR UW
- What is the EIN of JOSEPH CANNON CHRISTMAS TR UW?
- The employer identification number (EIN) of JOSEPH CANNON CHRISTMAS TR UW is 56-6052273.
- Is JOSEPH CANNON CHRISTMAS TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to JOSEPH CANNON CHRISTMAS TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JOSEPH CANNON CHRISTMAS TR UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOSEPH CANNON CHRISTMAS TR UW 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 JOSEPH CANNON CHRISTMAS TR UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOSEPH CANNON CHRISTMAS TR UW?
- The 990 for the year ended December 31, 2025 names PINNACLE BANK.
- Who are the officers and directors of JOSEPH CANNON CHRISTMAS TR UW?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $51,252 (PINNACLE BANK, TRUSTEE).
- How much revenue does JOSEPH CANNON CHRISTMAS TR UW have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,341,693, expenses of $1,589,896 and total assets of $15,778,296 at year end.
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