Nonprofit · EIN 92-3198587
TRULIANT FEDERAL CREDIT UNION FOUNDATION
Tax-exempt · WINSTON SALEM, NC 27103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $718,401 | $583,727 | $134,674 | $142,174 | $7,500 | $134,674 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $752,295
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$33,894
- Other revenue
- -$33,894
Expenses
- Grants and similar amounts paid
- $535,883
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $9,594
- Accounting fees
- $11,400
- Program services (functional)
- $535,883
- Management and general (functional)
- $47,844
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $142,174
- Total liabilities, end of year
- $7,500
- Net assets, end of year
- $134,674
- Net assets without donor restrictions
- $134,674
- Gross receipts
- $775,617
- Employees
- 0
- Volunteers
- 14
- Year formed
- 2023
- State of legal domicile
- NC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI THOMAS | PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| PRECIOUS MCCLOUD | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| TRICIA BEEKER | SECRETARY Trustee or director, Officer | 0.25 | $0 |
| ANGELA COOKE | TREASURER Trustee or director, Officer | 0.5 | $0 |
| ATTICUS SIMPSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 20 | $0 |
| MARTHA LOGEMANN | TRUSTEE Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3200 TRULIANT WAY, WINSTON SALEM, NC 27103-5778
- In care of
- % ATTICUS SIMPSON
- Mailing address (990-N for 2024)
- 3200 Truliant Way, Winston Salem NC 27103
- Principal officer (990 for 2025)
- ATTICUS SIMPSON, 3200 TRULIANT WAY, WINSTONSALEM, NC 27103
- Principal officer (990-N for 2024)
- Atticus Simpson, 3200 Truliant Way, Winston Salem NC 27103
- Signed the 990
- ATTICUS SIMPSON, EXECUTIVE DIRECTOR
- Phone
- (800) 822-0382
- Website
- TRULIANT.ORG/FOUNDATION
- Return prepared by
- DOEREN MAYHEW
Mission
TO BE A CATALYST OF GROWTH FOR COMMUNITY NONPROFITS, PROVIDING THE FINANCIAL SUPPORT AND GUIDANCE THEY NEED TO FLOURISH AND SPARK POSITIVE CHANGE IN TRULIANT MEMBER COMMUNITIES.
Program accomplishments
- TRULIANT FEDERAL CREDIT UNION FOUNDATION AIMS AND HAS DISBURSED TO 125 NONPROFIT ORGANIZATIONS AND PUBLIC SCHOOLS IN NC, SC, AND VA TO SUPPORT WORKFORCE EDUCATION, SOCIAL MOBILITY, AND FINANCIAL LITERACY EFFORTS WITHIN TRULIANT MEMBER COMMUNITIES.Expenses $535,883 · grants $535,883
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 92-3198587
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $142,174
- Income (IRS master file)
- $775,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $718,401 | $583,727 | $142,174 | XML |
| 990-N for 2024 Officer: Atticus Simpson | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: Atticus Simpson | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
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 92-3198587).
Questions about TRULIANT FEDERAL CREDIT UNION FOUNDATION
- What is the EIN of TRULIANT FEDERAL CREDIT UNION FOUNDATION?
- The employer identification number (EIN) of TRULIANT FEDERAL CREDIT UNION FOUNDATION is 92-3198587.
- Is TRULIANT FEDERAL CREDIT UNION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to TRULIANT FEDERAL CREDIT UNION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRULIANT FEDERAL CREDIT UNION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRULIANT FEDERAL CREDIT UNION FOUNDATION 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 TRULIANT FEDERAL CREDIT UNION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TRULIANT FEDERAL CREDIT UNION FOUNDATION?
- The 990 for the year ended December 31, 2025 names ATTICUS SIMPSON.
- Who are the officers and directors of TRULIANT FEDERAL CREDIT UNION FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does TRULIANT FEDERAL CREDIT UNION FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $718,401, expenses of $583,727 and total assets of $142,174 at year end.
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