Skip to main content

Nonprofit · EIN 54-6131246

E R WARNER MCCABE-TES TR

Tax-exempt · ORLANDO, FL 32891

Financials

$47K$57K2023$71K$58K2024$117K$62K2025
Revenue Expenses · by fiscal year end
Financials of E R WARNER MCCABE-TES TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$116,893$62,187$54,706$1,047,535$0$1,047,535
June 30, 2025990-PF$70,758$57,536$13,222$992,345$0$992,345
June 30, 2024990-PF$46,820$56,603-$9,783$979,432$0$979,432
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$31,671
Net gain from sales of assets
$85,222

Expenses

Grants and similar amounts paid
$48,996
Compensation of officers, directors and key employees
$7,956
Disbursements for charitable purposes
$56,789
Excise tax on investment income
$1,567

Balance sheet and other

Total assets, start of year
$992,345
Total assets, end of year
$1,047,535
Total liabilities, end of year
$0
Net assets, end of year
$1,047,535
Fair market value of assets
$1,424,806
Qualifying distributions
$56,789
Net investment income
$116,893

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$7,956
JOSH WILBERGER
207 PRINCE STREET, ALEXANDRIA, VA 22314
CHAIRMAN1$0
990-PF for the year ended June 30, 2025: 2 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$7,380
JOSH WILBERGER
207 PRINCE STREET, ALEXANDRIA, VA 22314
CHAIRMAN1$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$6,779
JOSH WILBERGER
207 PRINCE STREET, ALEXANDRIA, VA 22314
CHAIRMAN1$0

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) 879-6438
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
54-6131246
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
1976
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,047,535
Income (IRS master file)
$262,511

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$116,893$62,187$1,047,535XML
990-PFJune 2025$70,758$57,536$992,345XML
990-PFJune 2024$46,820$56,603$979,432XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––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 54-6131246).

Questions about E R WARNER MCCABE-TES TR

What is the EIN of E R WARNER MCCABE-TES TR?
The employer identification number (EIN) of E R WARNER MCCABE-TES TR is 54-6131246.
Is E R WARNER MCCABE-TES TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to E R WARNER MCCABE-TES TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E R WARNER MCCABE-TES TR file?
Form 990-PF. Private foundations file every year.
When is the next return of E R WARNER MCCABE-TES TR due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did E R WARNER MCCABE-TES TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of E R WARNER MCCABE-TES TR?
The 990-PF for the year ended June 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $7,956 (TRUIST BANK, TRUSTEE).
How much revenue does E R WARNER MCCABE-TES TR have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $116,893, expenses of $62,187 and total assets of $1,047,535 at year end.

Other nonprofits in ORLANDO

All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations