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Nonprofit · EIN 54-6388680

WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600

Tax-exempt · ORLANDO, FL 32891

Financials

−$3K$34K2023$32K$33K2024$63K$38K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$62,671$38,027$24,644$613,397$0$613,397
March 31, 2025990-PF$31,516$33,346-$1,830$588,760$0$588,760
March 31, 2024990-PF-$3,029$33,686-$36,715$590,696$0$590,696
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$15,712
Net gain from sales of assets
$46,959

Expenses

Grants and similar amounts paid
$30,202
Compensation of officers, directors and key employees
$5,563
Disbursements for charitable purposes
$34,484
Excise tax on investment income
$830

Balance sheet and other

Total assets, start of year
$588,760
Total assets, end of year
$613,397
Total liabilities, end of year
$0
Net assets, end of year
$613,397
Fair market value of assets
$740,366
Qualifying distributions
$34,484
Net investment income
$62,588

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$5,563
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$5,346
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$7,421

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% CRESTAR BANK
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 724-3644
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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
54-6388680
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
1997
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$613,397
Income (IRS master file)
$226,337

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$62,671$38,027$613,397XML
990-PFMarch 2025$31,516$33,346$588,760XML
990-PFMarch 2024-$3,029$33,686$590,696XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 54-6388680).

Questions about WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600

What is the EIN of WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600?
The employer identification number (EIN) of WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 is 54-6388680.
Is WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $5,563 (TRUIST BANK, TRUSTEE).
How much revenue does WILLIAM F SMITH IRRV TR FBO MASONIC HOME 83298600 have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $62,671, expenses of $38,027 and total assets of $613,397 at year end.

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