Nonprofit · EIN 20-2651528
HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $37,338 | $152,497 | -$115,159 | $2,433,789 | $0 | $2,433,789 |
| December 31, 2024 | 990 | $602,740 | $127,230 | $475,510 | $2,548,475 | $0 | $2,548,475 |
| December 31, 2023 | 990 | $184,668 | $20,234 | $164,434 | $1,904,447 | $0 | $1,904,447 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,574
- Investment income
- $17,764
- Net gain from sales of assets
- -$31,824
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $8,613
- Salaries, compensation and benefits (total)
- $8,613
- Professional fundraising fees
- $0
- Legal fees
- $300
- Accounting fees
- $6,693
Balance sheet and other
- Total assets, start of year
- $2,548,475
- Total assets, end of year
- $2,433,789
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,433,789
- Publicly traded securities
- $2,175,079
- Net assets with donor restrictions
- $2,433,789
- Gross receipts
- $4,206,829
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- VA
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 |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $8,613 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $7,858 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $6,265 |
Address and contacts
- Address (IRS master file)
- 333 S GARLAND AVE STE 17, ORLANDO, FL 32801-3356
- In care of
- % SUNTRUST BANK & MARILYN GRIGSBY
- Principal officer (990 for 2025)
- TRUIST BANK, 333 S GARLAND AVE 17FL MC 886 17, ORLANDO, FL 32801
- Signed the 990
- TRUIST BANK, TRUSTEE
- Phone
- (423) 757-3652
- Return prepared by
- BLACKBURN CHILDERS & STEAGALL PLC
Mission
IMPROVEMENT CARE AND MAINTENANCE OF CEMETERY
Program accomplishments
- CARE AND MAINTENANCE OF CEMETERIES OWNED IN VIRGINIA
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2651528
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $2,433,789
- Income (IRS master file)
- $4,206,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $37,338 | $152,497 | $2,433,789 | IRS |
| 990 | December 2024 | $602,740 | $127,230 | $2,548,475 | IRS |
| 990 | December 2023 | $184,668 | $20,234 | $1,904,447 | XML |
| 990 | December 2022 | $21,271 | $117,606 | $1,908,596 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 20-2651528).
Questions about HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA
- What is the EIN of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA?
- The employer identification number (EIN) of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA is 20-2651528.
- Is HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2005.
- Are donations to HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA?
- The 990 for the year ended December 31, 2025 names TRUIST BANK.
- Who are the officers and directors of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,613 (TRUIST BANK, TRUSTEE).
- How much revenue does HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $37,338, expenses of $152,497 and total assets of $2,433,789 at year end.
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