Nonprofit · EIN 27-6882143
J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,473 | $51,357 | $10,116 | $815,257 | $0 | $815,257 |
| December 31, 2024 | 990-PF | $62,988 | $48,342 | $14,646 | $805,241 | $0 | $805,241 |
| December 31, 2023 | 990-PF | $3,497 | $43,308 | -$39,811 | $790,581 | $0 | $790,581 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,633
- Net gain from sales of assets
- $38,840
Expenses
- Grants and similar amounts paid
- $37,002
- Compensation of officers, directors and key employees
- $11,233
- Disbursements for charitable purposes
- $44,118
- Excise tax on investment income
- $773
Balance sheet and other
- Total assets, start of year
- $805,241
- Total assets, end of year
- $815,257
- Total liabilities, end of year
- $0
- Net assets, end of year
- $815,257
- Fair market value of assets
- $1,048,107
- Qualifying distributions
- $44,118
- Net investment income
- $61,468
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 | $11,233 |
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 | $11,423 |
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 | $8,223 |
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
- (304) 357-5003
- 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
- 27-6882143
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $815,257
- Income (IRS master file)
- $310,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,473 | $51,357 | $815,257 | XML |
| 990-PF | December 2024 | $62,988 | $48,342 | $805,241 | XML |
| 990-PF | December 2023 | $3,497 | $43,308 | $790,581 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-6882143).
Questions about J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR
- What is the EIN of J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR?
- The employer identification number (EIN) of J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR is 27-6882143.
- Is J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J HOMER & JOSEPHINE M KEGERREIS MEMORIAL 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 J HOMER & JOSEPHINE M KEGERREIS MEMORIAL 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 J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,233 (TRUIST BANK, TRUSTEE).
- How much revenue does J HOMER & JOSEPHINE M KEGERREIS MEMORIAL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,473, expenses of $51,357 and total assets of $815,257 at year end.
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