Nonprofit · EIN 85-3115103
FAMILY TRUST FOUNDATION II
Tax-exempt · ROCK HILL, SC 29730
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $132,920 | $147,716 | -$14,796 | $71,999 | $0 | $71,999 |
| September 30, 2024 | 990-PF | $136,005 | $107,410 | $28,595 | $86,795 | $0 | $86,795 |
| September 30, 2023 | 990-PF | $96,562 | $101,250 | -$4,688 | $58,200 | $0 | $58,200 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $69,205
- Interest
- $30
- Other income
- $63,685
Expenses
- Grants and similar amounts paid
- $111,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $111,500
Balance sheet and other
- Total assets, start of year
- $86,795
- Total assets, end of year
- $71,999
- Total liabilities, end of year
- $0
- Net assets, end of year
- $71,999
- Fair market value of assets
- $71,999
- Qualifying distributions
- $111,500
- Net investment income
- $30
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE GARRICK 470 CLOUDS WAY, ROCK HILL, SC 29732 | BOARD CHAIR | 1 | $0 |
| ROGER CULBREATH PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER | 1 | $0 |
| TRENT WOMBLE PO BOX 842, ROCK HILL, SC 29731 | TREASURER | 1 | $0 |
| BYRON PUTMAN PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER | 1 | $0 |
| MATT HIERS PO BOX 842, ROCK HILL, SC 29731 | VICE BOARD CHAIR | 1 | $0 |
| CHRIS MILLER PO BOX 842, ROCK HILL, SC 29731 | SECRETARY | 1 | $0 |
| AMANDA STEWARD PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE GARRICK 470 CLOUDS WAY, ROCK HILL, SC 29732 | SECRETARY | 1 | $0 |
| JONATHAN MEEKS 4017 WOLF TRAP WAY, ROCK HILL, SC 29732 | BOARD CHAIR | 1 | $0 |
| TRESSA WATSON 3071 ROCKET RD, ROCK HILL, SC 29732 | TREASURER | 1 | $0 |
| ROGER CULBREATH PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER AT LARGE | 1 | $0 |
| TRENT WOMBLE PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER AT LARGE | 1 | $0 |
| BYRON PUTMAN PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER AT LARGE | 1 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE GARRICK 470 CLOUDS WAY, ROCK HILL, SC 29732 | SECRETARY | 1 | $0 |
| MELISSA CASSELL 1139 HERMITAGE RD, ROCK HILL, SC 29732 | BOARD MEMBER AT LARGE | 1 | $0 |
| JONATHAN MEEKS 4017 WOLF TRAP WAY, ROCK HILL, SC 29732 | BOARD CHAIR | 1 | $0 |
| TRESSA WATSON 3071 ROCKET RD, ROCK HILL, SC 29732 | TREASURER | 1 | $0 |
| SANDRA DOHERTY 1477 MALOA WAY, ROCK HILL, SC 29732 | VICE CHAIR | 1 | $0 |
| ROGER CULBREATH PO BOX 842, ROCK HILL, SC 29731 | BOARD MEMBER AT LARGE | 1 | $0 |
| RYAN HARVEY PO BOX 10233, ROCK HILL, SC 29731 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 225 WHITE ST W, ROCK HILL, SC 29730-4039
- In care of
- % JANET HADJAR
- Signed the 990-PF
- DEBBIE GARRICK, BOARD CHAIR
- Phone
- (803) 367-4196
- Return prepared by
- BNA CPAs & Advisors
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 85-3115103
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $71,999
- Income (IRS master file)
- $132,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $132,920 | $147,716 | $71,999 | XML |
| 990-PF | September 2024 | $136,005 | $107,410 | $86,795 | XML |
| 990-PF | September 2023 | $96,562 | $101,250 | $58,200 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 85-3115103).
Questions about FAMILY TRUST FOUNDATION II
- What is the EIN of FAMILY TRUST FOUNDATION II?
- The employer identification number (EIN) of FAMILY TRUST FOUNDATION II is 85-3115103.
- Is FAMILY TRUST FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to FAMILY TRUST FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FAMILY TRUST FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FAMILY TRUST FOUNDATION II due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAMILY TRUST FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of FAMILY TRUST FOUNDATION II?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does FAMILY TRUST FOUNDATION II have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $132,920, expenses of $147,716 and total assets of $71,999 at year end.
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