Nonprofit · EIN 56-6500009
BOBBY R HAROLD FAMILY CHARITABLE TR
Tax-exempt · MOUNT AIRY, NC 27030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $3,314 | $3,242 | $72 | $83,192 | $0 | $83,192 |
| March 31, 2025 | 990-PF | $3,406 | $4,017 | -$611 | $83,120 | $0 | $83,120 |
| March 31, 2024 | 990-PF | $3,226 | $3,828 | -$602 | $83,731 | $0 | $83,731 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $3,314
Expenses
- Grants and similar amounts paid
- $3,100
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $3,100
- Excise tax on investment income
- $44
Balance sheet and other
- Total assets, start of year
- $83,120
- Total assets, end of year
- $83,192
- Total liabilities, end of year
- $0
- Net assets, end of year
- $83,192
- Fair market value of assets
- $81,434
- Qualifying distributions
- $3,100
- Net investment income
- $3,314
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 |
|---|---|---|---|
| Gary Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Susan Thomas P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Sylvia Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Susan Thomas P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Sylvia Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Susan Thomas P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
| Sylvia Harold P O Box 1463, Mount Airy, NC 27030 | trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1463, MOUNT AIRY, NC 27030-1463
- In care of
- % GARY HAROLD
- Signed the 990-PF
- Gary Harold, trustee chairman
- Phone
- (336) 786-1181
- Return prepared by
- Lowe & Williams PLLC
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
- 56-6500009
- 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
- 1997
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $83,192
- Income (IRS master file)
- $3,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $3,314 | $3,242 | $83,192 | XML |
| 990-PF | March 2025 | $3,406 | $4,017 | $83,120 | XML |
| 990-PF | March 2024 | $3,226 | $3,828 | $83,731 | 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 56-6500009).
Questions about BOBBY R HAROLD FAMILY CHARITABLE TR
- What is the EIN of BOBBY R HAROLD FAMILY CHARITABLE TR?
- The employer identification number (EIN) of BOBBY R HAROLD FAMILY CHARITABLE TR is 56-6500009.
- Is BOBBY R HAROLD FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BOBBY R HAROLD FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOBBY R HAROLD FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOBBY R HAROLD FAMILY CHARITABLE TR 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 BOBBY R HAROLD FAMILY CHARITABLE TR 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 BOBBY R HAROLD FAMILY CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does BOBBY R HAROLD FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $3,314, expenses of $3,242 and total assets of $83,192 at year end.
Other nonprofits in MOUNT AIRY
- UNITED FUND OF SURRY INC EIN 56-0689458 · last filed 990 for 2025
- HH WEBB AND NORA MIDKIFF WEBB BENEVOLENT TRUST EIN 56-6467466 · last filed 990-PF for 2025
- WOLTZ FOUNDATION EIN 26-6067379 · last filed 990-PF for 2025
- THE JUDITH AND CRAVEN WILLIAMS FAMILY FOUNDATION EIN 13-4342668 · last filed 990-PF for 2025
- BRUISED BUT NOT BROKEN EIN 88-3293396 · last filed 990-N for 2024
- WHITE PLAINS CIVIC CLUB INC EIN 88-0875751 · last filed 990-N for 2025
- FRIENDS OF THE MOUNT AIRY POLICE DEPARTMENT EIN 27-5234929 · last filed 990-N for 2025
- MILLENNIUM EDUCATION FOUNDATION INC EIN 56-2155785 · last filed 990 for 2025
All nonprofits in MOUNT AIRY · North Carolina · Philanthropy, voluntarism and grantmaking foundations