Nonprofit · EIN 72-0573408
DAVID GREENBERG TRUST
Tax-exempt · LAKE CHARLES, LA 70602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $249,313 | $311,744 | -$62,431 | $930,752 | $0 | $930,752 |
| March 31, 2025 | 990-PF | $261,090 | $367,834 | -$106,744 | $993,183 | $0 | $993,183 |
| March 31, 2024 | 990-PF | $276,103 | $299,198 | -$23,095 | $1,100,586 | $659 | $1,099,927 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Net rental income
- $3,799
Expenses
- Grants and similar amounts paid
- $78,000
- Compensation of officers, directors and key employees
- $53,773
- Disbursements for charitable purposes
- $92,025
- Excise tax on investment income
- $384
Balance sheet and other
- Total assets, start of year
- $993,183
- Total assets, end of year
- $930,752
- Total liabilities, end of year
- $0
- Net assets, end of year
- $930,752
- Fair market value of assets
- $1,954,454
- Qualifying distributions
- $92,025
- Net investment income
- $249,313
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 |
|---|---|---|---|
| Tammy Assunto Carnahan 1509 Covey Lane, Lake Charles, LA 70605 | Trustee | 10 | $53,773 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tammy Assunto Carnahan 1509 South Covey Lane, Lake Charles, LA 70605 | Trustee | 10 | $57,418 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tammy Assunto Carnahan 1509 South Covey Lane, Lake Charles, LA 70605 | Trustee | 10 | $56,276 |
Address and contacts
- Address (IRS master file)
- PO BOX 862, LAKE CHARLES, LA 70602-0862
- Signed the 990-PF
- Tammy Carnahan, Trustee
- Phone
- (337) 249-7518
- Return prepared by
- McElroy Quirk & Burch
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
- 72-0573408
- Exempt since
- 1982
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $930,752
- Income (IRS master file)
- $249,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | – | – | – | IRS |
| 990-PF | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $276,103 | $299,198 | $1,100,586 | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DAVID GREENBERG TRUST
- What is the EIN of DAVID GREENBERG TRUST?
- The employer identification number (EIN) of DAVID GREENBERG TRUST is 72-0573408.
- Is DAVID GREENBERG TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1982.
- Which annual return does DAVID GREENBERG TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID GREENBERG TRUST 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 DAVID GREENBERG TRUST 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 DAVID GREENBERG TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $53,773 (Tammy Assunto Carnahan, Trustee).
- How much revenue does DAVID GREENBERG TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $249,313, expenses of $311,744 and total assets of $930,752 at year end.
Other nonprofits in LAKE CHARLES
- SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION INC EIN 72-0551963 · last filed 990 for 2024
- CHRISTUS HEALTH SOUTHWESTERN LOUISIANA EIN 72-0411322 · last filed 990 for 2025
- LAKE CHARLES CHARTER ACADEMY FOUNDATION INC EIN 27-3158582 · last filed 990 for 2025
- SWLA CENTER FOR HEALTH SERVICES EIN 72-1015384 · last filed 990 for 2025
- MC NEESE STATE UNIVERSITY FOUNDATION EIN 72-6029144 · last filed 990 for 2025
- H C DREW ESTATE EIN 72-6019245 · last filed 990 for 2024
- STATE CHARTERED CREDIT UNIONS IN LOUISIANA EIN 72-0454922 · last filed 990 for 2025
- SOUTHWEST LOUISIANA AIDS COUNCIL EIN 72-1115522 · last filed 990 for 2024