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Nonprofit · EIN 30-6758646

BRENDA M PETERSON CHARITABLE TR

Tax-exempt · ORLANDO, FL 32891

Financials

$5.9M$16K2025
Revenue Expenses · by fiscal year end
Financials of BRENDA M PETERSON CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,886,123$16,406$5,869,717$5,864,595$0$5,864,595
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,805,612
Dividends
$54,856
Net gain from sales of assets
$25,655

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$8,441
Disbursements for charitable purposes
$11,264
Excise tax on investment income
$1,048

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$5,864,595
Total liabilities, end of year
$0
Net assets, end of year
$5,864,595
Fair market value of assets
$5,944,165
Qualifying distributions
$11,264
Net investment income
$80,511

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
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$8,441

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% TRUIST BANK TTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(877) 829-5500
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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
30-6758646
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,864,595
Income (IRS master file)
$6,017,144

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,886,123$16,406$5,864,595IRS

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 30-6758646).

Questions about BRENDA M PETERSON CHARITABLE TR

What is the EIN of BRENDA M PETERSON CHARITABLE TR?
The employer identification number (EIN) of BRENDA M PETERSON CHARITABLE TR is 30-6758646.
Is BRENDA M PETERSON CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to BRENDA M PETERSON CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRENDA M PETERSON CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BRENDA M PETERSON 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 BRENDA M PETERSON 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 BRENDA M PETERSON CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,441 (TRUIST BANK, TRUSTEE).
How much revenue does BRENDA M PETERSON CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,886,123, expenses of $16,406 and total assets of $5,864,595 at year end.

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