Nonprofit · EIN 54-6722146
ROSELIA WINE IRREV TUA
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $21,022 | $22,485 | -$1,463 | $386,447 | $0 | $386,447 |
| August 31, 2024 | 990-PF | $13,172 | $25,612 | -$12,440 | $387,977 | $0 | $387,977 |
| August 31, 2023 | 990-PF | $10,861 | $23,971 | -$13,110 | $400,424 | $0 | $400,424 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $12,087
- Net gain from sales of assets
- $8,935
Expenses
- Grants and similar amounts paid
- $13,316
- Compensation of officers, directors and key employees
- $7,499
- Disbursements for charitable purposes
- $18,565
- Excise tax on investment income
- $240
Balance sheet and other
- Total assets, start of year
- $387,977
- Total assets, end of year
- $386,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $386,447
- Fair market value of assets
- $470,873
- Qualifying distributions
- $18,565
- Net investment income
- $21,022
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $7,499 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $7,475 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $4,745 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING AND TRUST CO TTEE
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 54-6722146
- 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
- 2008
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $386,447
- Income (IRS master file)
- $123,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $21,022 | $22,485 | $386,447 | IRS |
| 990-PF | August 2024 | $13,172 | $25,612 | $387,977 | XML |
| 990-PF | August 2023 | $10,861 | $23,971 | $400,424 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 54-6722146).
Questions about ROSELIA WINE IRREV TUA
- What is the EIN of ROSELIA WINE IRREV TUA?
- The employer identification number (EIN) of ROSELIA WINE IRREV TUA is 54-6722146.
- Is ROSELIA WINE IRREV TUA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROSELIA WINE IRREV TUA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSELIA WINE IRREV TUA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSELIA WINE IRREV TUA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSELIA WINE IRREV TUA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ROSELIA WINE IRREV TUA?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,499 (TRUIST BANK, TRUSTEE).
- How much revenue does ROSELIA WINE IRREV TUA have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $21,022, expenses of $22,485 and total assets of $386,447 at year end.
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