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Nonprofit · EIN 23-7418085

GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT

Tax-exempt · ORLANDO, FL 32891

Financials

$25K$151K2023$161K$153K2024$195K$160K2025
Revenue Expenses · by fiscal year end
Financials of GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$195,437$159,937$35,500$2,363,983$0$2,363,983
June 30, 2025990$161,447$153,227$8,220$2,328,328$0$2,328,328
June 30, 2024990$25,448$151,099-$125,651$2,318,318$0$2,318,318
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$195,437
Net gain from sales of assets
$125,771
Other revenue
$0

Expenses

Grants and similar amounts paid
$130,000
Compensation of officers, directors and key employees
$27,078
Salaries, compensation and benefits (total)
$27,078
Professional fundraising fees
$0
Accounting fees
$2,500
Program services (functional)
$143,539
Management and general (functional)
$16,398

Balance sheet and other

Total assets, start of year
$2,328,328
Total assets, end of year
$2,363,983
Total liabilities, end of year
$0
Net assets, end of year
$2,363,983
Publicly traded securities
$2,317,232
Gross receipts
$475,223
Employees
0
Year formed
1974
State of legal domicile
FL

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$27,077
990 for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$25,415
990 for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$23,405

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUN FIRST NATL BANK OF ORLANDO
Principal officer (990 for 2025)
JENNIFER AVERETTE, PO BOX 919798, ORLANDO, FL 328919798
Signed the 990
TRUIST BANK, DIRECTOR
Phone
(407) 237-4500
Return prepared by
ERNST & YOUNG US LLP

Mission

THE TRUST WAS ESTABLISHED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY, AND EDUCATIONAL PURPOSES OR THE PREVENTION OF CRUELY TO CHILDREN OR ANIMALS

990 for the year ended June 30, 2026

Program accomplishments

  • GRANTS TO SUPPORTING ORGANIZATIONS IN ACCORDANCE WITH THE TRUST DOCUMENT
    Expenses $143,539 · grants $130,000

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7418085
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,363,983
Income (IRS master file)
$475,223

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$195,437$159,937$2,363,983XML
990June 2025$161,447$153,227$2,328,328XML
990June 2024$25,448$151,099$2,318,318XML
990June 2023$69,780$149,846$2,446,745IRS
990June 2022–––IRS
990June 2021–––IRS
990June 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 23-7418085).

Questions about GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT

What is the EIN of GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT?
The employer identification number (EIN) of GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT is 23-7418085.
Is GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT 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 GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT 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 GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT?
The 990 for the year ended June 30, 2026 names JENNIFER AVERETTE.
Who are the officers and directors of GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT?
The 990 for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $27,077 (TRUIST BANK, TRUSTEE).
How much revenue does GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENT have?
On its 990 for the year ended June 30, 2026 it reported revenue of $195,437, expenses of $159,937 and total assets of $2,363,983 at year end.

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