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Nonprofit · EIN 54-6069241

MATTIE N BONHAM TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$729$197K2023$84K$67K2024$86K$91K2025
Revenue Expenses · by fiscal year end
Financials of MATTIE N BONHAM TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$85,736$90,974-$5,238$1,307,952$0$1,307,952
December 31, 2024990-PF$83,957$67,050$16,907$1,260,748$0$1,260,748
December 31, 2023990-PF$729$197,000-$196,271$1,243,376$0$1,243,376
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,206
Net gain from sales of assets
$44,530

Expenses

Grants and similar amounts paid
$57,963
Compensation of officers, directors and key employees
$11,889
Disbursements for charitable purposes
$83,003
Excise tax on investment income
$1,102

Balance sheet and other

Total assets, start of year
$1,260,748
Total assets, end of year
$1,307,952
Total liabilities, end of year
$0
Net assets, end of year
$1,307,952
Fair market value of assets
$1,519,819
Qualifying distributions
$83,003
Net investment income
$85,528

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 32891
TRUSTEE2$11,889
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE2$11,696
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE2$12,041

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 588-7227
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
54-6069241
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$1,307,952
Income (IRS master file)
$938,697

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$85,736$90,974$1,307,952XML
990-PFDecember 2024$83,957$67,050$1,260,748IRS
990-PFDecember 2023$729$197,000$1,243,376XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990December 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 54-6069241).

Questions about MATTIE N BONHAM TRUST

What is the EIN of MATTIE N BONHAM TRUST?
The employer identification number (EIN) of MATTIE N BONHAM TRUST is 54-6069241.
Is MATTIE N BONHAM TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to MATTIE N BONHAM TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MATTIE N BONHAM TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MATTIE N BONHAM TRUST 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 MATTIE N BONHAM TRUST 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 MATTIE N BONHAM TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,889 (TRUIST BANK, TRUSTEE).
How much revenue does MATTIE N BONHAM TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,736, expenses of $90,974 and total assets of $1,307,952 at year end.

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