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Nonprofit · EIN 26-6872060

THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS

Also known as ROBERTS RUSSELL H TTEE

Tax-exempt · ORLANDO, FL 32891

Financials

$157K$157K2021$480K$128K2023$122K$124K2024$138K$123K2025
Revenue Expenses · by fiscal year end
Financials of THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$138,478$123,405$15,073$2,345,899$0$2,345,899
December 31, 2024990-PF$121,764$123,723-$1,959$2,331,091$0$2,331,091
December 31, 2023990-PF$479,792$128,185$351,607$2,331,884$0$2,331,884
December 31, 2021990-PF$156,978$157,109-$131$2,052,030$0$2,052,030
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$67,234
Net gain from sales of assets
$67,889
Other income
$3,355

Expenses

Grants and similar amounts paid
$103,000
Compensation of officers, directors and key employees
$18,371
Disbursements for charitable purposes
$113,685
Excise tax on investment income
$1,737

Balance sheet and other

Total assets, start of year
$2,331,091
Total assets, end of year
$2,345,899
Total liabilities, end of year
$0
Net assets, end of year
$2,345,899
Fair market value of assets
$2,743,422
Qualifying distributions
$113,685
Net investment income
$134,705

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 BOX 919798, ORLANDO, FL 328919798
TRUSTEE2$18,371
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
P O BOX 919798, ORLANDO, FL 328919798
TRUSTEE2$19,622
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
P O BOX 919798, ORLANDO, FL 328919798
TRUSTEE2$28,043
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
P O BOX 919798, ORLANDO, FL 328919798
TRUSTEE2$36,658

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(804) 787-1174
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
26-6872060
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$2,345,899
Income (IRS master file)
$1,572,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$138,478$123,405$2,345,899XML
990-PFDecember 2024$121,764$123,723$2,331,091XML
990-PFDecember 2023$479,792$128,185$2,331,884XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$156,978$157,109$2,052,030XML
990-PFDecember 2020–––IRS
990-PFDecember 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 26-6872060).

Questions about THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS

What is the EIN of THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS?
The employer identification number (EIN) of THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS is 26-6872060.
Is THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS file?
Form 990-PF. Private foundations file every year.
When is the next return of THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS 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 THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS 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 THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,371 (TRUIST BANK, TRUSTEE).
How much revenue does THE STEWART JONES CHARITABLE TRUST TRUSTEE RUSSELL H ROBERTS have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $138,478, expenses of $123,405 and total assets of $2,345,899 at year end.

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