Nonprofit · EIN 20-7164125
CLAYTON & FRANCES ALEXANDER FDN
Also known as SUNTRUST BANK TTEE
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,377 | $50,306 | -$9,929 | $633,959 | $0 | $633,959 |
| December 31, 2024 | 990-PF | $35,870 | $38,963 | -$3,093 | $643,934 | $0 | $643,934 |
| December 31, 2023 | 990-PF | $21,294 | $45,787 | -$24,493 | $646,902 | $0 | $646,902 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,353
- Net gain from sales of assets
- $21,024
Expenses
- Grants and similar amounts paid
- $36,828
- Compensation of officers, directors and key employees
- $11,234
- Disbursements for charitable purposes
- $43,945
- Excise tax on investment income
- $479
Balance sheet and other
- Total assets, start of year
- $643,934
- Total assets, end of year
- $633,959
- Total liabilities, end of year
- $0
- Net assets, end of year
- $633,959
- Fair market value of assets
- $966,162
- Qualifying distributions
- $43,945
- Net investment income
- $40,226
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,234 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $8,357 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $12,175 |
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 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7164125
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $633,959
- Income (IRS master file)
- $173,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,377 | $50,306 | $633,959 | XML |
| 990-PF | December 2024 | $35,870 | $38,963 | $643,934 | XML |
| 990-PF | December 2023 | $21,294 | $45,787 | $646,902 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | 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 20-7164125).
Questions about CLAYTON & FRANCES ALEXANDER FDN
- What is the EIN of CLAYTON & FRANCES ALEXANDER FDN?
- The employer identification number (EIN) of CLAYTON & FRANCES ALEXANDER FDN is 20-7164125.
- Is CLAYTON & FRANCES ALEXANDER FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to CLAYTON & FRANCES ALEXANDER FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLAYTON & FRANCES ALEXANDER FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAYTON & FRANCES ALEXANDER FDN 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 CLAYTON & FRANCES ALEXANDER FDN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CLAYTON & FRANCES ALEXANDER FDN?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,234 (TRUIST BANK, TRUSTEE).
- How much revenue does CLAYTON & FRANCES ALEXANDER FDN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,377, expenses of $50,306 and total assets of $633,959 at year end.
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