Nonprofit · EIN 56-6100025
CARL H AND NERATA HOLLAND BURT TRUST
Also known as TRUST
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $211,155 | $75,905 | $135,250 | $3,212,623 | $0 | $3,212,623 |
| December 31, 2024 | 990 | $199,308 | $119,179 | $80,129 | $3,077,789 | $0 | $3,077,789 |
| December 31, 2023 | 990 | -$26,918 | $89,319 | -$116,237 | $2,997,598 | $0 | $2,997,598 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $211,155
- Net gain from sales of assets
- $98,543
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $46,068
- Salaries, compensation and benefits (total)
- $46,068
- Professional fundraising fees
- $0
- Legal fees
- $28,191
- Accounting fees
- $450
- Management and general (functional)
- $75,905
Balance sheet and other
- Total assets, start of year
- $3,077,789
- Total assets, end of year
- $3,212,623
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,212,623
- Publicly traded securities
- $3,055,075
- Net assets without donor restrictions
- $3,212,623
- Gross receipts
- $2,371,750
- Employees
- 0
- Year formed
- 1970
- 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 |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | – | $46,068 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | 1 | $43,657 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE Institutional trustee | 1 | $39,571 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- Principal officer (990 for 2025)
- THOMAS F WIGGINS, P O BOX 29522, RALEIGH, NC 27626
- Signed the 990
- LOUIS VALKER, DIRECTOR
- Phone
- (919) 716-7347
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING SUITABLE EDUCATION IN SCHOOLS, COLLEGES, UNIVERSITIES, TRADE BUSINESS, PROFESSIONAL AND TECHNICAL INSTITUTIONS TO THE BOYS AND GIRLS FROM THE OXFORD MASONIC ORPHANAGE
Program accomplishments
- TO PROVIDE PECUNIARY ASSISTANCE IN ACQUIRING SUITABLE EDUCATION INSCHOOLS, COLLEGES, UNIVERSITIES, TRADE BUSINESS, PROFESSIONAL ANDTECHNICAL INSTITUTIONS TO THE BOYS AND GIRLS FROM THE OXFORDMASONIC ORPHANAGE
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
- 56-6100025
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,212,623
- Income (IRS master file)
- $2,371,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $211,155 | $75,905 | $3,212,623 | IRS |
| 990 | December 2024 | $199,308 | $119,179 | $3,077,789 | IRS |
| 990 | December 2023 | -$26,918 | $89,319 | $2,997,598 | XML |
| 990 | December 2022 | $155,545 | $81,131 | $3,114,879 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 56-6100025).
Questions about CARL H AND NERATA HOLLAND BURT TRUST
- What is the EIN of CARL H AND NERATA HOLLAND BURT TRUST?
- The employer identification number (EIN) of CARL H AND NERATA HOLLAND BURT TRUST is 56-6100025.
- Is CARL H AND NERATA HOLLAND BURT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CARL H AND NERATA HOLLAND BURT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARL H AND NERATA HOLLAND BURT TRUST 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 CARL H AND NERATA HOLLAND BURT TRUST 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 CARL H AND NERATA HOLLAND BURT TRUST 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 CARL H AND NERATA HOLLAND BURT TRUST?
- The 990 for the year ended December 31, 2025 names THOMAS F WIGGINS.
- Who are the officers and directors of CARL H AND NERATA HOLLAND BURT TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $46,068 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does CARL H AND NERATA HOLLAND BURT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $211,155, expenses of $75,905 and total assets of $3,212,623 at year end.
Other nonprofits in RALEIGH
- STATE CHARTERED CREDIT UNIONS INC EIN 56-0475645 · last filed 990-N for 2024
- WAKEMED EIN 56-6017737 · last filed 990 for 2025
- REX HOSPITAL INC EIN 56-1509260 · last filed 990 for 2025
- NORTH CAROLINA ELECTRIC MEMBERSHIP CORPORATION EIN 56-0995910 · last filed 990 for 2025
- NORTH CAROLINA INSURANCE EIN 23-7102759 · last filed 990 for 2025
- NC STATE INVESTMENT FUND INC EIN 31-1607634 · last filed 990 for 2025
- NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION EIN 56-1222676 · last filed 990 for 2025
- FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC EIN 56-1283426 · last filed 990 for 2025