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Nonprofit · EIN 84-4028861

ADA MOSS & W M HARLOW CHARITABLE TR

Tax-exempt · RICHMOND, VA 23235

Financials

$52K$65K2023$104K$84K2024$41K$74K2025
Revenue Expenses · by fiscal year end
Financials of ADA MOSS & W M HARLOW CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$40,838$73,899-$33,061$856,160$0$856,160
December 31, 2024990-PF$104,286$83,675$20,611$889,490$0$889,490
December 31, 2023990-PF$52,091$65,388-$13,297$869,103$0$869,103
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$31,437
Net gain from sales of assets
$9,401

Expenses

Grants and similar amounts paid
$56,520
Compensation of officers, directors and key employees
$13,510
Disbursements for charitable purposes
$56,520
Excise tax on investment income
$354

Balance sheet and other

Total assets, start of year
$889,490
Total assets, end of year
$856,160
Total liabilities, end of year
$0
Net assets, end of year
$856,160
Fair market value of assets
$1,174,265
Qualifying distributions
$56,520
Net investment income
$40,382

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.

NameTitleHours / weekCompensation
TCV TRUST AND WEALTH MANAGEMENT
9030 STONY POINT PARKWAY, RICHMOND, VA 23235
TRUSTEE1$13,510
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TCV TRUST AND WEALTH MANAGEMENT
9030 STONY POINT PARKWAY, RICHMOND, VA 23235
TRUSTEE1$13,249
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TCV TRUST AND WEALTH MANAGEMENT
9030 STONY POINT PARKWAY, RICHMOND, VA 23235
TRUSTEE1$12,591

Address and contacts

Address (IRS master file)
9030 STONY POINT PKWY STE 300, RICHMOND, VA 23235-1936
In care of
% ELIZABETH HOWELL
Signed the 990-PF
TCV TRUST WEALTH MANAGEMENT, CFO
Phone
(804) 272-9044
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4028861
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$856,160
Income (IRS master file)
$63,457

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$40,838$73,899$856,160IRS
990-PFDecember 2024$104,286$83,675$889,490IRS
990-PFDecember 2023$52,091$65,388$869,103XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-4028861).

Questions about ADA MOSS & W M HARLOW CHARITABLE TR

What is the EIN of ADA MOSS & W M HARLOW CHARITABLE TR?
The employer identification number (EIN) of ADA MOSS & W M HARLOW CHARITABLE TR is 84-4028861.
Is ADA MOSS & W M HARLOW CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to ADA MOSS & W M HARLOW CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ADA MOSS & W M HARLOW CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ADA MOSS & W M HARLOW 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 ADA MOSS & W M HARLOW 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 ADA MOSS & W M HARLOW CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,510 (TCV TRUST AND WEALTH MANAGEMENT, TRUSTEE).
How much revenue does ADA MOSS & W M HARLOW CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,838, expenses of $73,899 and total assets of $856,160 at year end.

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