Nonprofit · EIN 84-2358773
FRANCES K LYNCH CHARITABLE TR
Also known as CARTER M JONES TTEE
Tax-exempt · SMITHFIELD, NC 27577
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,885 | $42,190 | -$13,305 | $400,021 | $0 | $400,021 |
| December 31, 2024 | 990-PF | $24,367 | $26,744 | -$2,377 | $376,149 | $0 | $376,149 |
| December 31, 2023 | 990-PF | $15,111 | $24,399 | -$9,288 | $380,088 | $0 | $380,088 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,521
- Net gain from sales of assets
- $16,364
Expenses
- Grants and similar amounts paid
- $34,745
- Compensation of officers, directors and key employees
- $2,911
- Disbursements for charitable purposes
- $37,147
- Excise tax on investment income
- $330
Balance sheet and other
- Total assets, start of year
- $376,149
- Total assets, end of year
- $400,021
- Total liabilities, end of year
- $0
- Net assets, end of year
- $400,021
- Fair market value of assets
- $400,021
- Qualifying distributions
- $37,147
- Net investment income
- $28,815
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARTER M JONES 102 S THIRD STREET, SMITHFIELD, NC 27577 | TRUSTEE | 1 | $2,911 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARTER M JONES 102 S THIRD STREET, SMITHFIELD, NC 27577 | TRUSTEE | 1 | $2,869 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES W NARRON 102 S THIRD STREET, SMITHFIELD, NC 27577 | TRUSTEE | 1 | $2,728 |
Address and contacts
- Address (IRS master file)
- PO BOX 1567, SMITHFIELD, NC 27577-1567
- Signed the 990-PF
- CARTER M JONES, TRUSTEE
- Phone
- (919) 934-0049
- Return prepared by
- NARRON WENZEL 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 | 990-PF 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
- 84-2358773
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $400,021
- Income (IRS master file)
- $48,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,885 | $42,190 | $400,021 | IRS |
| 990-PF | December 2024 | $24,367 | $26,744 | $376,149 | XML |
| 990-PF | December 2023 | $15,111 | $24,399 | $380,088 | 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 84-2358773).
Questions about FRANCES K LYNCH CHARITABLE TR
- What is the EIN of FRANCES K LYNCH CHARITABLE TR?
- The employer identification number (EIN) of FRANCES K LYNCH CHARITABLE TR is 84-2358773.
- Is FRANCES K LYNCH CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FRANCES K LYNCH CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCES K LYNCH CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCES K LYNCH CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCES K LYNCH CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FRANCES K LYNCH CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,911 (CARTER M JONES, TRUSTEE).
- How much revenue does FRANCES K LYNCH CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,885, expenses of $42,190 and total assets of $400,021 at year end.
Other nonprofits in SMITHFIELD
- ANGLO-AMERICAN CHARITABLE FOUNDATION LTD EIN 43-2031982 · last filed 990 for 2024
- NORTH STATE FOUNDATION INC EIN 26-1986674 · last filed 990-PF for 2025
- ELLA ANN LEE HOLDING FOUNDATION INC EIN 26-3066843 · last filed 990-PF for 2025
- JOHNSTON-LEE-HARNETT COMMUNITY ACTION INCORPORATED EIN 56-0859623 · last filed 990 for 2025
- COMMUNITY AND SENIOR SERVICES OF JOHNSTON COUNTY INC EIN 56-1034246 · last filed 990 for 2025
- GUY C LEE BENEFIT PLAN TR EIN 56-1670983 · last filed 990 for 2025
- ROBERT P HOLDING FOUNDATION INC EIN 56-6044205 · last filed 990-PF for 2025
- PUBLIC LIBRARY OF JOHNSTON COUNTY AND SMITHFIELD EIN 56-0858378 · last filed 990 for 2025
All nonprofits in SMITHFIELD · North Carolina · Philanthropy, voluntarism and grantmaking foundations