Nonprofit · EIN 52-6189294
GERTRUDE HAVES TR UW 4200749370
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $172,761 | $110,624 | $62,137 | $1,587,531 | $0 | $1,587,531 |
| January 31, 2025 | 990-PF | $322,952 | $78,409 | $244,543 | $1,525,974 | $0 | $1,525,974 |
| January 31, 2024 | 990-PF | $62,246 | $94,797 | -$32,551 | $1,280,638 | $0 | $1,280,638 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $43,141
- Net gain from sales of assets
- $129,620
Expenses
- Grants and similar amounts paid
- $89,541
- Compensation of officers, directors and key employees
- $14,752
- Disbursements for charitable purposes
- $98,417
- Excise tax on investment income
- $2,283
Balance sheet and other
- Total assets, start of year
- $1,525,974
- Total assets, end of year
- $1,587,531
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,587,531
- Fair market value of assets
- $2,060,981
- Qualifying distributions
- $98,417
- Net investment income
- $171,899
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $14,752 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $14,158 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $20,985 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (202) 879-6263
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 52-6189294
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1900
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,587,531
- Income (IRS master file)
- $666,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $172,761 | $110,624 | $1,587,531 | XML |
| 990-PF | January 2025 | $322,952 | $78,409 | $1,525,974 | XML |
| 990-PF | January 2024 | $62,246 | $94,797 | $1,280,638 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 52-6189294).
Questions about GERTRUDE HAVES TR UW 4200749370
- What is the EIN of GERTRUDE HAVES TR UW 4200749370?
- The employer identification number (EIN) of GERTRUDE HAVES TR UW 4200749370 is 52-6189294.
- Is GERTRUDE HAVES TR UW 4200749370 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1900.
- Which annual return does GERTRUDE HAVES TR UW 4200749370 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE HAVES TR UW 4200749370 due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERTRUDE HAVES TR UW 4200749370 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of GERTRUDE HAVES TR UW 4200749370?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $14,752 (TRUIST BANK, TRUSTEE).
- How much revenue does GERTRUDE HAVES TR UW 4200749370 have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $172,761, expenses of $110,624 and total assets of $1,587,531 at year end.
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