Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-6345803

BOLAND CHARITABLE TR UW

Tax-exempt · ORLANDO, FL 32891

Financials

$17K$43K2023$32K$39K2024$49K$41K2025
Revenue Expenses · by fiscal year end
Financials of BOLAND CHARITABLE TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$49,423$41,123$8,300$696,579$0$696,579
June 30, 2025990-PF$31,735$38,608-$6,873$688,276$0$688,276
June 30, 2024990-PF$17,063$42,501-$25,438$695,192$0$695,192
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$19,001
Net gain from sales of assets
$30,422

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$11,013
Disbursements for charitable purposes
$35,007
Excise tax on investment income
$610

Balance sheet and other

Total assets, start of year
$688,276
Total assets, end of year
$696,579
Total liabilities, end of year
$0
Net assets, end of year
$696,579
Fair market value of assets
$910,699
Qualifying distributions
$35,007
Net investment income
$49,423

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$11,013
THOMAS E BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
BETH C BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
T EDWIN BOLAND
1650 OAK FARM DRIVE APT 3203, ALPHARETTA, GA 30005
DIST COMMITTEE1$0
SUSAN BOLAND BUTTS
5045 JOHNS CREEK CT, JOHNS CREEK, GA 30022
DIST COMMITTEE1$0
990-PF for the year ended June 30, 2025: 5 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$10,850
THOMAS E BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
BETH C BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
T EDWIN BOLAND
1650 OAK FARM DRIVE APT 3203, ALPHARETTA, GA 30005
DIST COMMITTEE1$0
SUSAN BOLAND BUTTS
5045 JOHNS CREEK CT, JOHNS CREEK, GA 30022
DIST COMMITTEE1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$10,824
THOMAS E BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
BETH C BOLAND
14950 EAST BLUFF RD, ALPHARETTA, GA 30201
DIST COMMITTEE1$0
T EDWIN BOLAND
1000 FANFARE WAY APT 4303, ALPHARETTA, GA 30009
DIST COMMITTEE1$0
SUSAN BOLAND BUTTS
5045 JOHNS CREEK CT, JOHNS CREEK, GA 30022
DIST COMMITTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% WACHOVIA BANK TTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 588-8896
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
58-6345803
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
June
Files
Form 990-PF
Assets (IRS master file)
$696,579
Income (IRS master file)
$160,321

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$49,423$41,123$696,579XML
990-PFJune 2025$31,735$38,608$688,276XML
990-PFJune 2024$17,063$42,501$695,192XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 58-6345803).

Questions about BOLAND CHARITABLE TR UW

What is the EIN of BOLAND CHARITABLE TR UW?
The employer identification number (EIN) of BOLAND CHARITABLE TR UW is 58-6345803.
Is BOLAND CHARITABLE TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to BOLAND CHARITABLE TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BOLAND CHARITABLE TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of BOLAND CHARITABLE TR UW due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BOLAND CHARITABLE TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of BOLAND CHARITABLE TR UW?
The 990-PF for the year ended June 30, 2026 lists 5 people; 1 received compensation from the organization, the highest $11,013 (TRUIST BANK, TRUSTEE).
How much revenue does BOLAND CHARITABLE TR UW have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $49,423, expenses of $41,123 and total assets of $696,579 at year end.

Other nonprofits in ORLANDO

All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations