Nonprofit · EIN 57-6105891
THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST
Tax-exempt · SUMTER, SC 29150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,452,969 | $6,140,920 | $2,312,049 | $57,405,876 | $2,662 | $57,403,214 |
| December 31, 2023 | 990-PF | $4,864,935 | $5,192,898 | -$327,963 | $55,046,172 | $0 | $55,046,172 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,694,017
- Interest
- $213,264
- Net rental income
- $15
- Net gain from sales of assets
- $6,532,102
- Other income
- $13,571
Expenses
- Grants and similar amounts paid
- $5,598,067
- Salaries, compensation and benefits (total)
- $27,500
- Disbursements for charitable purposes
- $5,598,067
- Excise tax on investment income
- $109,951
Balance sheet and other
- Total assets, start of year
- $55,044,723
- Total assets, end of year
- $57,405,876
- Total liabilities, end of year
- $2,662
- Net assets, end of year
- $57,403,214
- Fair market value of assets
- $103,355,937
- Qualifying distributions
- $5,598,067
- Net investment income
- $8,452,969
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FLORENCE M ERVIN 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 1 | $0 |
| FRANK O EDWARDS 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 1 | $0 |
| LAUREN E BRENNAN 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FLORENCE M ERVIN 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 1 | $0 |
| FRANK O EDWARDS 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 10 | $0 |
| LAUREN E BRENNAN 5 BROAD STREET, SUMTER, SC 29150 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5 BROAD ST, SUMTER, SC 29150-4224
- In care of
- % FRANK O EDWARDS
- Signed the 990-PF
- FRANK EDWARDS, CHAIRMAN
- Phone
- (803) 468-7477
- Return prepared by
- The Hobbs Group PA
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 | Not 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
- 57-6105891
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $57,405,876
- Income (IRS master file)
- $22,111,733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,452,969 | $6,140,920 | $57,405,876 | IRS |
| 990-PF | December 2023 | $4,864,935 | $5,192,898 | $55,046,172 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 57-6105891).
Questions about THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST
- What is the EIN of THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST?
- The employer identification number (EIN) of THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST is 57-6105891.
- Is THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE WILLIAMS BRICE EDWARDS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,452,969, expenses of $6,140,920 and total assets of $57,405,876 at year end.
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