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Nonprofit · EIN 56-6067843

C C HENDERSON TR UA FBO FND

Tax-exempt · RALEIGH, NC 27626

Financials

$26K$447K2023$538K$445K2024$449K$492K2025
Revenue Expenses · by fiscal year end
Financials of C C HENDERSON TR UA FBO FND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$448,851$492,163-$43,312$7,434,499$0$7,434,499
December 31, 2024990-PF$537,618$444,637$92,981$7,477,462$0$7,477,462
December 31, 2023990-PF$25,671$447,348-$421,677$7,382,850$0$7,382,850
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$252,365
Net gain from sales of assets
$196,486

Expenses

Grants and similar amounts paid
$420,608
Compensation of officers, directors and key employees
$56,590
Disbursements for charitable purposes
$420,608
Excise tax on investment income
$5,402

Balance sheet and other

Total assets, start of year
$7,477,462
Total assets, end of year
$7,434,499
Total liabilities, end of year
$0
Net assets, end of year
$7,434,499
Fair market value of assets
$9,634,672
Qualifying distributions
$420,608
Net investment income
$448,851

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
First Citizen Bank
P O BOX 29522, RALEIGH, NC 27626
TRUSTEE1$56,590
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
First Citizen Bank
P O BOX 29522, RALEIGH, NC 27626
TRUSTEE1$53,634
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
First Citizen Bank
P O BOX 29522, RALEIGH, NC 27626
TRUSTEE1$49,557

Address and contacts

Address (IRS master file)
C/O FIRST CITIZENS BK TTEE PO BOX, RALEIGH, NC 27626-0000
In care of
% THOMAS WIGGINS
Signed the 990-PF
LOUIS VALKER, DIRECTOR
Phone
(919) 716-7347
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 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
56-6067843
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,434,499
Income (IRS master file)
$5,272,906

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$448,851$492,163$7,434,499IRS
990-PFDecember 2024$537,618$444,637$7,477,462IRS
990-PFDecember 2023$25,671$447,348$7,382,850XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 56-6067843).

Questions about C C HENDERSON TR UA FBO FND

What is the EIN of C C HENDERSON TR UA FBO FND?
The employer identification number (EIN) of C C HENDERSON TR UA FBO FND is 56-6067843.
Is C C HENDERSON TR UA FBO FND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to C C HENDERSON TR UA FBO FND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does C C HENDERSON TR UA FBO FND file?
Form 990-PF. Private foundations file every year.
When is the next return of C C HENDERSON TR UA FBO FND 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 C C HENDERSON TR UA FBO FND 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 C C HENDERSON TR UA FBO FND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $56,590 (First Citizen Bank, TRUSTEE).
How much revenue does C C HENDERSON TR UA FBO FND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $448,851, expenses of $492,163 and total assets of $7,434,499 at year end.

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