Nonprofit · EIN 56-6074515
FLORENCE ROGERS CHARITABLE TRUST
Tax-exempt · FAYETTEVILLE, NC 28303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $531,708 | $573,001 | -$41,293 | $3,310,375 | $55 | $3,310,320 |
| March 31, 2025 | 990-PF | $425,002 | $486,818 | -$61,816 | $3,364,061 | $12,448 | $3,351,613 |
| March 31, 2024 | 990-PF | $356,361 | $472,989 | -$116,628 | $3,423,479 | $10,050 | $3,413,429 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $113,129
- Interest
- $27
- Net rental income
- $75,289
- Net gain from sales of assets
- $225,629
Expenses
- Grants and similar amounts paid
- $230,160
- Compensation of officers, directors and key employees
- $40,000
- Salaries, compensation and benefits (total)
- $96,965
- Disbursements for charitable purposes
- $321,859
- Excise tax on investment income
- $3,978
Balance sheet and other
- Total assets, start of year
- $3,364,061
- Total assets, end of year
- $3,310,375
- Total liabilities, end of year
- $55
- Net assets, end of year
- $3,310,320
- Fair market value of assets
- $6,200,180
- Qualifying distributions
- $321,859
- Net investment income
- $531,708
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE TALLY PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
| J WILLIAM LAMBERT PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSIE TALLY PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
| J WILLIAM LAMBERT PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSIE TALLY PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
| J WILLIAM LAMBERT PO BOX 36006, FAYETTEVILLE, NC 28303 | CO-TRUSTEE | 10 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 36006, FAYETTEVILLE, NC 28303-1006
- Signed the 990-PF
- J WILLIAM LAMBERT, CO TRUSTEE
- Phone
- (910) 484-2033
- Return prepared by
- HAIGH BYRD & LAMBERT 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6074515
- 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
- 1966
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,310,375
- Income (IRS master file)
- $988,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $531,708 | $573,001 | $3,310,375 | IRS |
| 990-PF | March 2025 | $425,002 | $486,818 | $3,364,061 | XML |
| 990-PF | March 2024 | $356,361 | $472,989 | $3,423,479 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 56-6074515).
Questions about FLORENCE ROGERS CHARITABLE TRUST
- What is the EIN of FLORENCE ROGERS CHARITABLE TRUST?
- The employer identification number (EIN) of FLORENCE ROGERS CHARITABLE TRUST is 56-6074515.
- Is FLORENCE ROGERS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to FLORENCE ROGERS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLORENCE ROGERS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLORENCE ROGERS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORENCE ROGERS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of FLORENCE ROGERS CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $20,000 (JESSE TALLY, CO-TRUSTEE).
- How much revenue does FLORENCE ROGERS CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $531,708, expenses of $573,001 and total assets of $3,310,375 at year end.
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