Nonprofit · EIN 56-6473809
KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST
Also known as EVERETT ROBINSON O TTEE
Tax-exempt · DURHAM, NC 27705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $1,203,143 | $1,654,399 | -$451,256 | $14,409,438 | $0 | $14,409,438 |
| November 30, 2023 | 990 | $972,313 | $1,896 | $970,417 | $14,860,694 | $0 | $14,860,694 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,203,143
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,650,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,775
- Program services (functional)
- $1,650,000
- Management and general (functional)
- $4,399
Balance sheet and other
- Total assets, start of year
- $14,860,694
- Total assets, end of year
- $14,409,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,409,438
- Net assets without donor restrictions
- $14,409,438
- Gross receipts
- $1,203,143
- Employees
- 0
- Year formed
- 1992
- 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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MCGREGOR EVERETT | TRUSTEE Trustee or director | – | $0 |
| JUDITH W WEGNERJD UNC SCH OF LAW | TRUSTEE Trustee or director | – | $0 |
| RICH L SCHMALBECKJD DUKE LAW SCH | TRUSTEE Trustee or director | – | $0 |
990 for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MCGREGOR EVERETT | TRUSTEE Trustee or director | – | $0 |
| JUDITH W WEGNERJD UNC SCH OF LAW | TRUSTEE Trustee or director | – | $0 |
| RICH L SCHMALBECKJD DUKE LAW SCH | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 2812 ERWIN RD STE 205, DURHAM, NC 27705-4594
- Principal officer (990 for 2023)
- JAMES MCGREGOR EVERETT
- Signed the 990
- JAMES MCGREGOR EVERETT, TRUSTEE
- Return prepared by
- HOLLINGSWORTH AVENT AVERRE & PURVIS PA
Mission
TO FINANCIALLY SUPPORT THE LAW SCHOOLS OF BOTH UNC - CHAPEL HILL AND DUKE UNIVERSITY.
Program accomplishments
- THE GIFT TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING UNC LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.Expenses $825,000 · grants $825,000
- THE GIFT TO THE DUKE UNIVERSITY LAW SCHOOL PROVIDES ADDITIONAL FUNDING FOR THE LAW LIBRARY ENABLING DUKE LAW GRADUATES TO BETTER SERVE THE GENERAL PUBLIC.Expenses $825,000 · grants $825,000
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6473809
- 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
- 1997
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $14,409,438
- Income (IRS master file)
- $1,203,143
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $1,203,143 | $1,654,399 | $14,409,438 | IRS |
| 990 | November 2023 | $972,313 | $1,896 | $14,860,694 | XML |
| 990 | November 2022 | $457,128 | $2,005,524 | $13,890,277 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 56-6473809).
Questions about KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST
- What is the EIN of KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST?
- The employer identification number (EIN) of KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST is 56-6473809.
- Is KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does KATHRINE R EVERETT CHARITABLE TESTAMENTARY 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 KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST?
- The 990 for the year ended November 30, 2024 names JAMES MCGREGOR EVERETT.
- Who are the officers and directors of KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST?
- The 990 for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does KATHRINE R EVERETT CHARITABLE TESTAMENTARY TRUST have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $1,203,143, expenses of $1,654,399 and total assets of $14,409,438 at year end.
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