Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-6229044

OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$756K$2.1M2023$4.3M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,269,524$2,164,697$2,104,827$35,794,047$0$35,794,047
December 31, 2023990-PF$756,263$2,128,115-$1,371,852$33,625,330$0$33,625,330
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$762,250
Net gain from sales of assets
$3,510,731
Other income
-$3,457

Expenses

Grants and similar amounts paid
$1,840,855
Compensation of officers, directors and key employees
$258,497
Disbursements for charitable purposes
$1,982,823
Excise tax on investment income
$57,398

Balance sheet and other

Total assets, start of year
$33,625,330
Total assets, end of year
$35,794,047
Total liabilities, end of year
$0
Net assets, end of year
$35,794,047
Fair market value of assets
$43,538,670
Qualifying distributions
$1,982,823
Net investment income
$4,268,523

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$142,173
HILTON C SMITH JR
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$58,162
MARGARET SMITH
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$29,081
WILSON SMITH
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$29,081
STEPHEN LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
CHRISTOPHER LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
PRISCILLA LAWRENCE
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
MARK LAWRENCE
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
SUSAN LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
ALLEN MAST
PO BOX 919798, ORLANDO, FL 328919798
OFFICER1$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$156,064
HILTON C SMITH JR
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$52,867
MARGARET SMITH
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$26,434
WILSON SMITH
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$26,434
STEPHEN LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
CHRISTOPHER LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
PRISCILLA LAWRENCE
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
MARK LAWRENCE
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
SUSAN LIRAKIS
PO BOX 919798, ORLANDO, FL 328919798
CO-TRUSTEE1$0
ALLEN MAST
PO BOX 919798, ORLANDO, FL 328919798
OFFICER1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% BANK OF AMERICA
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(804) 273-7445
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6229044
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
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,794,047
Income (IRS master file)
$24,276,524

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,269,524$2,164,697$35,794,047IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$756,263$2,128,115$33,625,330XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 04-6229044).

Questions about OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST

What is the EIN of OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST?
The employer identification number (EIN) of OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST is 04-6229044.
Is OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 10 people; 4 received compensation from the organization, the highest $142,173 (TRUIST BANK, CO-TRUSTEE).
How much revenue does OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,269,524, expenses of $2,164,697 and total assets of $35,794,047 at year end.

Other nonprofits in ORLANDO

All nonprofits in ORLANDO · Florida