Nonprofit · EIN 20-6603474
JERRY NEAL WATKINS FOUNDATION TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $45,994 | $35,500 | $10,494 | $626,301 | $0 | $626,301 |
| June 30, 2025 | 990-PF | $33,629 | $45,343 | -$11,714 | $615,757 | $0 | $615,757 |
| June 30, 2024 | 990-PF | -$16,841 | $31,923 | -$48,764 | $622,464 | $0 | $622,464 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $18,490
- Net gain from sales of assets
- $27,504
Expenses
- Grants and similar amounts paid
- $22,010
- Compensation of officers, directors and key employees
- $11,089
- Disbursements for charitable purposes
- $29,055
- Excise tax on investment income
- $560
Balance sheet and other
- Total assets, start of year
- $615,757
- Total assets, end of year
- $626,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $626,301
- Fair market value of assets
- $777,379
- Qualifying distributions
- $29,055
- Net investment income
- $45,958
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRIUST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $11,089 |
| STEVEN G JOHNSON 629 E OLD 421 HWY, EAST BEND, NC 27018 | CO-TRUSTEE | 4 | $0 |
| LAWRENCE WARDEN 1013 WARDEN DR, YADKINVILLE, NC 27055 | CO-TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRIUST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $10,899 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRIUST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $6,668 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % KPMG LLP
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (919) 918-2442
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6603474
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $626,301
- Income (IRS master file)
- $107,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $45,994 | $35,500 | $626,301 | XML |
| 990-PF | June 2025 | $33,629 | $45,343 | $615,757 | XML |
| 990-PF | June 2024 | -$16,841 | $31,923 | $622,464 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 20-6603474).
Questions about JERRY NEAL WATKINS FOUNDATION TRUST
- What is the EIN of JERRY NEAL WATKINS FOUNDATION TRUST?
- The employer identification number (EIN) of JERRY NEAL WATKINS FOUNDATION TRUST is 20-6603474.
- Is JERRY NEAL WATKINS FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JERRY NEAL WATKINS FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY NEAL WATKINS FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY NEAL WATKINS FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JERRY NEAL WATKINS FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of JERRY NEAL WATKINS FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $11,089 (TRIUST BANK, CO-TRUSTEE).
- How much revenue does JERRY NEAL WATKINS FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $45,994, expenses of $35,500 and total assets of $626,301 at year end.
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