Nonprofit · EIN 25-6902686
LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $89,777 | $53,349 | $36,428 | $881,963 | $0 | $881,963 |
| December 31, 2024 | 990-PF | $69,321 | $50,528 | $18,793 | $845,280 | $0 | $845,280 |
| December 31, 2023 | 990-PF | $6,346 | $48,657 | -$42,311 | $826,267 | $0 | $826,267 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,337
- Net gain from sales of assets
- $66,440
Expenses
- Grants and similar amounts paid
- $42,426
- Compensation of officers, directors and key employees
- $9,175
- Disbursements for charitable purposes
- $47,013
- Excise tax on investment income
- $1,180
Balance sheet and other
- Total assets, start of year
- $845,280
- Total assets, end of year
- $881,963
- Total liabilities, end of year
- $0
- Net assets, end of year
- $881,963
- Fair market value of assets
- $1,017,157
- Qualifying distributions
- $47,013
- Net investment income
- $89,666
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 | 5 | $9,175 |
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 | 5 | $8,766 |
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 | 5 | $7,936 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % WACHOVIA BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (800) 826-5534
- 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
- 25-6902686
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $881,963
- Income (IRS master file)
- $567,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $89,777 | $53,349 | $881,963 | XML |
| 990-PF | December 2024 | $69,321 | $50,528 | $845,280 | XML |
| 990-PF | December 2023 | $6,346 | $48,657 | $826,267 | 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 25-6902686).
Questions about LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND
- What is the EIN of LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND?
- The employer identification number (EIN) of LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND is 25-6902686.
- Is LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND 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 LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND 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 LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,175 (TRUIST BANK, TRUSTEE).
- How much revenue does LOIS HIGH BERSTLER MEMORIAL ENDOWMENT FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $89,777, expenses of $53,349 and total assets of $881,963 at year end.
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