Nonprofit · EIN 54-6138649
CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $85,811 | $88,106 | -$2,295 | $1,366,108 | $0 | $1,366,108 |
| December 31, 2024 | 990-PF | $87,763 | $92,511 | -$4,748 | $1,368,599 | $0 | $1,368,599 |
| December 31, 2023 | 990-PF | -$27,285 | $92,610 | -$119,895 | $1,373,316 | $0 | $1,373,316 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,194
- Net gain from sales of assets
- $44,617
Expenses
- Grants and similar amounts paid
- $68,000
- Compensation of officers, directors and key employees
- $14,774
- Disbursements for charitable purposes
- $78,639
- Excise tax on investment income
- $1,086
Balance sheet and other
- Total assets, start of year
- $1,368,599
- Total assets, end of year
- $1,366,108
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,366,108
- Fair market value of assets
- $1,619,296
- Qualifying distributions
- $78,639
- Net investment income
- $85,799
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 P O BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 12 | $14,774 |
| TERESA MCCONNELL 17451 ALDERSHOT PL, PURCELLVILLE, VA 201323117 | DIRECTOR | 1 | $0 |
| BRIAN MCDONALD 34889 VINTAGE PL, ROUND HILL, VA 20141 | DIRECTOR | 1 | $0 |
| ANDREW MICHAEL PEERY PO BOX 181, PURCELLVILLE, VA 20134 | DIRECTOR | 1 | $0 |
| MARGARET W VAUGHAN PO BOX 581, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| ALLEN CURTIS COLBY 321 E LOUDOUN VALLEY DR, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| PETE WHITMORE 19360 MAGNOLIA GROVE SQ UNIT 117, LEESBURG, VA 20176 | DIRECTOR | 1 | $0 |
| MARTY POTTS 35549 POTTS LANE, HILLSBORO, VA 20132 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK P O BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 12 | $13,041 |
| TERESA MCCONNELL 17451 ALDERSHOT PL, PURCELLVILLE, VA 201323117 | DIRECTOR | 1 | $0 |
| BRIAN MCDONALD 34889 VINTAGE PL, ROUND HILL, VA 20141 | DIRECTOR | 1 | $0 |
| ANDREW MICHAEL PEERY PO BOX 181, PURCELLVILLE, VA 20134 | DIRECTOR | 1 | $0 |
| MARGARET W VAUGHAN PO BOX 581, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| ALLEN CURTIS COLBY 321 E LOUDOUN VALLEY DR, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| PETE WHITMORE 19360 MAGNOLIA GROVE SQ UNIT 117, LEESBURG, VA 20176 | DIRECTOR | 1 | $0 |
| MARTY POTTS 35549 POTTS LANE, HILLSBORO, VA 20132 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK P O BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 12 | $3,121 |
| TERESA MCCONNELL 17451 ALDERSHOT PL, PURCELLVILLE, VA 201323117 | DIRECTOR | 1 | $0 |
| BRIAN MCDONALD 34889 VINTAGE PL, ROUND HILL, VA 20141 | DIRECTOR | 1 | $0 |
| ANDREW MICHAEL PEERY PO BOX 181, PURCELLVILLE, VA 20134 | DIRECTOR | 1 | $0 |
| MARGARET W VAUGHAN PO BOX 581, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| ALLEN CURTIS COLBY 321 E LOUDOUN VALLEY DR, PURCELLVILLE, VA 20132 | DIRECTOR | 1 | $0 |
| PETE WHITMORE 19360 MAGNOLIA GROVE SQ UNIT 117, LEESBURG, VA 20176 | DIRECTOR | 1 | $0 |
| MARTY POTTS 35549 POTTS LANE, HILLSBORO, VA 20132 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % FIRST VIRGINIA BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- 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
- 54-6138649
- 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
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,366,108
- Income (IRS master file)
- $431,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,811 | $88,106 | $1,366,108 | IRS |
| 990-PF | December 2024 | $87,763 | $92,511 | $1,368,599 | XML |
| 990-PF | December 2023 | -$27,285 | $92,610 | $1,373,316 | 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 54-6138649).
Questions about CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST
- What is the EIN of CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST?
- The employer identification number (EIN) of CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST is 54-6138649.
- Is CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE L ROBEY TESTAMENTARY CHARITABLE 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 CLARENCE L ROBEY TESTAMENTARY CHARITABLE 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 CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $14,774 (TRUIST BANK, TRUSTEE).
- How much revenue does CLARENCE L ROBEY TESTAMENTARY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,811, expenses of $88,106 and total assets of $1,366,108 at year end.
Other nonprofits in ORLANDO
- ORLANDO HEALTH INC EIN 59-1726273 · last filed 990 for 2025
- ORLANDO HEALTH MEDICAL GROUP INC EIN 59-3259553 · last filed 990 for 2025
- ONEBLOOD INC EIN 59-3145469 · last filed 990 for 2024
- ASSISTANCE FUND INC EIN 27-0270731 · last filed 990 for 2025
- STATE CHARTERED CREDIT UNIONS IN FLORIDA EIN 11-1644012 · last filed 990 for 2024
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC EIN 59-2142315 · last filed 990 for 2025
- PRESBYTERIAN RETIREMENT COMMUNITIES INC EIN 59-0931267 · last filed 990 for 2025