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Nonprofit · EIN 25-6861459

DT MARGARET K SHENK CHARITABLE TR

Tax-exempt · ORLANDO, FL 32891

Financials

$71K$58K2025
Revenue Expenses · by fiscal year end
Financials of DT MARGARET K SHENK CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$70,950$57,560$13,390$945,152$0$945,152
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$26,056
Net gain from sales of assets
$44,894

Expenses

Grants and similar amounts paid
$45,277
Compensation of officers, directors and key employees
$9,163
Disbursements for charitable purposes
$51,358
Excise tax on investment income
$919

Balance sheet and other

Total assets, start of year
$931,893
Total assets, end of year
$945,152
Total liabilities, end of year
$0
Net assets, end of year
$945,152
Fair market value of assets
$1,213,381
Qualifying distributions
$51,358
Net investment income
$70,944

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.

NameTitleHours / weekCompensation
TRUIST BANK
P O 919798, ORLANDO, FL 328919798
TRUSTEE12$9,163

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% BRANCH BANKING AND TRUST COMPANY
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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6861459
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$945,152
Income (IRS master file)
$390,382

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023-$4,270$46,123$921,213IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DT MARGARET K SHENK CHARITABLE TR

What is the EIN of DT MARGARET K SHENK CHARITABLE TR?
The employer identification number (EIN) of DT MARGARET K SHENK CHARITABLE TR is 25-6861459.
Is DT MARGARET K SHENK CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to DT MARGARET K SHENK CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DT MARGARET K SHENK CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DT MARGARET K SHENK CHARITABLE TR 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 DT MARGARET K SHENK CHARITABLE TR 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 DT MARGARET K SHENK CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,163 (TRUIST BANK, TRUSTEE).
How much revenue does DT MARGARET K SHENK CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,950, expenses of $57,560 and total assets of $945,152 at year end.

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