Nonprofit · EIN 54-6181973
IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $64,387 | $49,847 | $14,540 | $665,964 | $0 | $665,964 |
| June 30, 2025 | 990-PF | $38,763 | $45,738 | -$6,975 | $651,406 | $0 | $651,406 |
| June 30, 2024 | 990-PF | $9,576 | $30,367 | -$20,791 | $653,634 | $0 | $653,634 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $17,736
- Net gain from sales of assets
- $45,995
- Other income
- $656
Expenses
- Grants and similar amounts paid
- $33,814
- Compensation of officers, directors and key employees
- $11,252
- Disbursements for charitable purposes
- $42,092
Balance sheet and other
- Total assets, start of year
- $651,406
- Total assets, end of year
- $665,964
- Total liabilities, end of year
- $0
- Net assets, end of year
- $665,964
- Fair market value of assets
- $928,333
- Qualifying distributions
- $42,092
- Net investment income
- $64,332
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,252 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,596 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $7,511 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 270-8229
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6181973
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $665,964
- Income (IRS master file)
- $182,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $64,387 | $49,847 | $665,964 | XML |
| 990-PF | June 2025 | $38,763 | $45,738 | $651,406 | XML |
| 990-PF | June 2024 | $9,576 | $30,367 | $653,634 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 54-6181973).
Questions about IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE
- What is the EIN of IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE?
- The employer identification number (EIN) of IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE is 54-6181973.
- Is IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE 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 IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE 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 IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,252 (TRUIST BANK N A, TRUSTEE).
- How much revenue does IOLA F PUTNAM TR UW FBO MARY ELLEN BOOTE have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $64,387, expenses of $49,847 and total assets of $665,964 at year end.
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