Nonprofit · EIN 56-6180731
L T GRANTHAM TRUST UW
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $98,098 | $113,225 | -$15,127 | $1,583,908 | $0 | $1,583,908 |
| December 31, 2024 | 990-PF | $102,105 | $109,681 | -$7,576 | $1,598,935 | $0 | $1,598,935 |
| December 31, 2023 | 990-PF | -$20,964 | $110,754 | -$131,718 | $1,606,293 | $0 | $1,606,293 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $57,427
- Net gain from sales of assets
- $40,671
Expenses
- Grants and similar amounts paid
- $87,924
- Compensation of officers, directors and key employees
- $22,458
- Disbursements for charitable purposes
- $87,924
- Excise tax on investment income
- $1,037
Balance sheet and other
- Total assets, start of year
- $1,598,935
- Total assets, end of year
- $1,583,908
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,583,908
- Fair market value of assets
- $1,985,450
- Qualifying distributions
- $87,924
- Net investment income
- $98,098
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 |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $22,458 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $26,097 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 40 | $24,111 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- In care of
- % 1ST CITIZENS BK & TR CO CO-TTEE
- 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 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
- 56-6180731
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,583,908
- Income (IRS master file)
- $1,210,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $98,098 | $113,225 | $1,583,908 | IRS |
| 990-PF | December 2024 | $102,105 | $109,681 | $1,598,935 | IRS |
| 990-PF | December 2023 | -$20,964 | $110,754 | $1,606,293 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 56-6180731).
Questions about L T GRANTHAM TRUST UW
- What is the EIN of L T GRANTHAM TRUST UW?
- The employer identification number (EIN) of L T GRANTHAM TRUST UW is 56-6180731.
- Is L T GRANTHAM TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to L T GRANTHAM TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does L T GRANTHAM TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of L T GRANTHAM TRUST 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 L T GRANTHAM TRUST UW 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 L T GRANTHAM TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,458 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does L T GRANTHAM TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,098, expenses of $113,225 and total assets of $1,583,908 at year end.
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