Civic Intelligence

Charles Wellington Taber Trust

EIN 54-6076061 • 501(c)3 • Urbanna, VA

Profile

The primary purpose of the trust

PO Box 179Urbanna, VA 23175

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,107,363

Up $135,179 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,107,363

Up $135,179 (+14%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

Up

$168,807

Up $67,953 (+67%) from 2024

Expenses

Up

$33,628

Up $28,106 (+509%) from 2024

Net Income

Up

$135,179

Up $39,847 (+42%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,149,162Liabilities 2011: $0Net Assets 2011: $1,149,1622011Assets 2012: $1,148,887Liabilities 2012: $0Net Assets 2012: $1,148,8872012Assets 2013: $1,155,623Liabilities 2013: $0Net Assets 2013: $1,155,6232013Assets 2014: $1,163,349Liabilities 2014: $0Net Assets 2014: $1,163,3492014Assets 2015: $1,163,325Liabilities 2015: $0Net Assets 2015: $1,163,3252015Assets 2016: $1,146,915Liabilities 2016: $0Net Assets 2016: $1,146,9152016Assets 2017: $1,159,428Liabilities 2017: $0Net Assets 2017: $1,159,4282017Assets 2018: $1,161,068Liabilities 2018: $0Net Assets 2018: $1,161,0682018Assets 2019: $1,169,644Liabilities 2019: $0Net Assets 2019: $1,169,6442019Assets 2020: $1,194,188Liabilities 2020: $0Net Assets 2020: $1,194,1882020Assets 2021: $1,194,157Liabilities 2021: $0Net Assets 2021: $1,194,1572021Assets 2022: $1,205,302Liabilities 2022: $0Net Assets 2022: $1,205,3022022Assets 2023: $877,053Liabilities 2023: $0Net Assets 2023: $877,0532023Assets 2024: $972,184Liabilities 2024: $0Net Assets 2024: $972,1842024Assets 2025: $1,107,363Liabilities 2025: $0Net Assets 2025: $1,107,3632025

Highlighted filing

2025

Assets$1,107,363
Liabilities$0
Net Assets$1,107,363
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $40,228Expenses 2011: $37,923Net Income 2011: $2,3052011Revenue 2012: $40,247Expenses 2012: $40,523Net Income 2012: -$2762012Expenses 2013: $39,2632013Revenue 2014: $49,626Expenses 2014: $41,900Net Income 2014: $7,7262014Revenue 2015: $49,420Expenses 2015: $49,444Net Income 2015: -$242015Revenue 2016: $41,859Expenses 2016: $58,269Net Income 2016: -$16,4102016Revenue 2017: $42,055Expenses 2017: $29,542Net Income 2017: $12,5132017Revenue 2018: $60,927Expenses 2018: $59,287Net Income 2018: $1,6402018Revenue 2019: $44,664Expenses 2019: $36,088Net Income 2019: $8,5762019Revenue 2020: $55,854Expenses 2020: $31,310Net Income 2020: $24,5442020Revenue 2021: $39,968Expenses 2021: $40,000Net Income 2021: -$322021Revenue 2022: $46,505Expenses 2022: $35,360Net Income 2022: $11,1452022Revenue 2023: $117,811Expenses 2023: $558,000Net Income 2023: -$440,1892023Revenue 2024: $100,854Expenses 2024: $5,522Net Income 2024: $95,3322024Revenue 2025: $168,807Expenses 2025: $33,628Net Income 2025: $135,1792025

Highlighted filing

2025

Revenue$168,807
Expenses$33,628
Net Income$135,179
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,107,363
Liabilities
$0
Net assets
$1,107,363
Revenue
$168,807
Expenses
$33,628
Net income
$135,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.17$0.03$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.10$0.01$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.12$0.56$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.05$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.04$0.04$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.06$0.03$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.04$0.04$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.06$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.06$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.04$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.04
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.04$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$168,807
Mission and Program Overview

Mission

The primary purpose of the trust is to provide financial support for the welfare and benefit of the town of urbanna citizens thru grants, approved by the town of urbanna town council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$972,184$1,107,363▲ $135,179
Investments in Publicly Traded Securities$972,168$1,106,554▲ $134,386
Cash and Non-Interest-Bearing Accounts$16$809▲ $793
Total Assets$972,184$1,107,363▲ $135,179
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$972,184$1,107,363▲ $135,179
Total Liabilities and Net Assets / Fund Balance$972,184$1,107,363▲ $135,179
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Town of UrbannaMayor/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$168,807
Other Revenue
$0
Change in Net Assets
$135,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$30,000$0$0$30,000
Fees for Services Management$1,668$0$0$1,668
Insurance$1,310$0$0$1,310
Fees for Services Accounting$650$0$0$650
Total Functional Expenses$33,628$0$0$33,628
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Charles Wellington Taber Trust
EIN
54-6076061
Phone
8047582613
Address
PO BOX 179, URBANNA, VA 23175

Signing Officer

Name
William T Goldsmith
Title
Mayor
Phone
8047582613
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William T Goldsmith
Formed
1972
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Louis E Serio Jr & Assoc PC
Address
6388 Fleming Rilee LN, Gloucester, VA 23061
Preparer
Louis E Serio Jr
Phone
8046934711
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The trustee upon receipt of the 990 us given”

Pt VI, Line 11B

“The opportunity to review the return and to make inquires”

Pt VI, Line 11B

“O the preparer prior to filing. The trustee has available”

Pt VI, Line 11B

“Financial reports from which the preparer obtained the”

Pt VI, Line 11B

“Data to prepare the 990, to compare the 990 with.”

Pt VI, Line 8A

“The trustee, who is the current mayor of urbanna, is a”

Pt VI, Line 8A

“Member of the town council all of whose are documented.”

Pt VI, Line 8B

“The trust has no committee therefore, no need for documentation”

Pt VI, Line 19

“The only govening documentisthe probated willof dr charles”

Pt VI, Line 19

“Wellington tabor and is availableat the clerk of the courtfor the county of middlesex, va”

Pt VI, Line 7B

“The charles wellington tabor trus in accordance with the”

Pt VI, Line 7B

“TERMS OF THE TRUST, MAKES DISBURSEMENTS TO OTHER 501(c)3”

Pt VI, Line 7B

“For the benefit of the town of urbanna citizens upon recommendation by the trustee and approval by the town of urbanna council. The mayor does not vote in this action.”

Pt VI, Line 12C

“NO EXPLANATION IS NEEDED”

Raw XML Appendix290 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE FINANCIAL SUPPORT FOR THE WELFARE AND BENEFIT OF THE TOWN OF URBANNA CITIZENS THRU GRANTS, APPROVED BY THE TOWN OF URBANNA TOWN COUNCIL.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVENPORT COMPANY LLC
IRS990/BooksInCareOfDetail/PhoneNum08044357705
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0141 TECHNOLOGY PARK DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0KILMARNOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022482
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0972184
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01107363
IRS990/CashNonInterestBearingGrp/BOYAmt016
IRS990/CashNonInterestBearingGrp/EOYAmt0809
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0168807
IRS990/CYOtherExpensesAmt033628
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0135179
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033628
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0168807
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDS TO THE TOWN OF URBANNA FOR VOLUNTEER AND COMMUNITY WELFARE PROGRAMS SPECIFICALLY FOR THE PUBLIC WELL BEING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt033628
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0650
IRS990/FeesForServicesAccountingGrp/TotalAmt0650
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01668
IRS990/FeesForServicesManagementGrp/TotalAmt01668
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0TOWN OF URBANNA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0MAYOR/TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0168807
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt01310
IRS990/InsuranceGrp/TotalAmt01310
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168807
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0972168
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01106554
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE FINANCIAL SUPPORT FOR THE WELFARE AND BENEFIT OF THE TOWN OF URBANNA CITIZENS THRU GRANTS, APPROVED BY THE TOWN OF URBANNA TOWN COUNCIL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0972184
IRS990/NetAssetsOrFundBalancesEOYAmt01107363
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DISTRIBUTION TO TOWN OF URBANNA FOR TOWN CITIZENS BENEFIT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt030000
IRS990/OtherExpensesGrp/TotalAmt030000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM T GOLDSMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0100854
IRS990/PYOtherExpensesAmt05522
IRS990/PYRevenuesLessExpensesAmt095332
IRS990/PYTotalExpensesAmt05522
IRS990/PYTotalRevenueAmt0100854
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0135179
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546019562
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF URBANNA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt030000
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE UPON RECEIPT OF THE 990 US GIVEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OPPORTUNITY TO REVIEW THE RETURN AND TO MAKE INQUIRES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2O THE PREPARER PRIOR TO FILING. THE TRUSTEE HAS AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL REPORTS FROM WHICH THE PREPARER OBTAINED THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DATA TO PREPARE THE 990, TO COMPARE THE 990 WITH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEE, WHO IS THE CURRENT MAYOR OF URBANNA, IS A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER OF THE TOWN COUNCIL ALL OF WHOSE ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TRUST HAS NO COMMITTEE THEREFORE, NO NEED FOR DOCUMENTATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ONLY GOVENING DOCUMENTISTHE PROBATED WILLOF DR CHARLES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WELLINGTON TABOR AND IS AVAILABLEAT THE CLERK OF THE COURTFOR THE COUNTY OF MIDDLESEX, VA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE CHARLES WELLINGTON TABOR TRUS IN ACCORDANCE WITH THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TERMS OF THE TRUST, MAKES DISBURSEMENTS TO OTHER 501(c)3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FOR THE BENEFIT OF THE TOWN OF URBANNA CITIZENS UPON RECOMMENDATION BY THE TRUSTEE AND APPROVAL BY THE TOWN OF URBANNA COUNCIL. THE MAYOR DOES NOT VOTE IN THIS ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13NO EXPLANATION IS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0972184
IRS990/TotalAssetsEOYAmt01107363
IRS990/TotalAssetsGrp/BOYAmt0972184
IRS990/TotalAssetsGrp/EOYAmt01107363
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033628
IRS990/TotalFunctionalExpensesGrp/TotalAmt033628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0972184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01107363
IRS990/TotalProgramServiceExpensesAmt033628
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0168807
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168807
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0972184
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01107363
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 179
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IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023175
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T GOLDSMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MAYOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08047582613
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES WELLINGTON TABER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0546076061
ReturnHeader/Filer/PhoneNum08047582613
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 179
ReturnHeader/Filer/USAddress/CityNm0URBANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023175
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541855239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Louis E Serio Jr & Assoc PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06388 Fleming Rilee LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gloucester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023061
ReturnHeader/PreparerPersonGrp/PhoneNum08046934711
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis E Serio Jr
ReturnHeader/ReturnTs02025-11-17T12:59:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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