Nonprofit · EIN 55-6014475
W W WESTPHAL TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $311,407 | $153,609 | $157,798 | $5,147,974 | $0 | $5,147,974 |
| December 31, 2024 | 990 | $266,822 | $105,162 | $161,660 | $4,986,578 | $0 | $4,986,578 |
| December 31, 2023 | 990 | $123,066 | $84,760 | $38,306 | $4,818,290 | $0 | $4,818,290 |
| December 31, 2021 | 990 | $537,485 | $97,832 | $439,653 | $4,969,775 | $0 | $4,969,775 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,164
- Program service revenue
- $0
- Investment income
- $301,243
- Net gain from sales of assets
- $145,436
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $115,362
- Compensation of officers, directors and key employees
- $27,445
- Salaries, compensation and benefits (total)
- $27,445
- Professional fundraising fees
- $0
- Legal fees
- $8,978
- Accounting fees
- $600
- Program services (functional)
- $129,085
- Management and general (functional)
- $24,524
Balance sheet and other
- Total assets, start of year
- $4,986,578
- Total assets, end of year
- $5,147,974
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,147,974
- Gross receipts
- $5,357,574
- Employees
- 0
- Year formed
- 1941
- State of legal domicile
- WV
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $27,445 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | – | $26,284 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $23,975 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $27,074 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % TRUIST BANK
- Principal officer (990 for 2025)
- TRUIST BANK, PO BOX 919798, ORLANDO, FL 32891
- Signed the 990
- TRUIST BANK, DIRECTOR
- Phone
- (610) 458-3121
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TRUST TO PROVIDE SUPPORT FOR THE MARTINSBURG FIRE DEPARTMENT IN MARTINSBURG, WEST VIRGINIA.
Program accomplishments
- SUPPORT FOR THE MARTINSBURG FIRE DEPARTMENTExpenses $129,085 · grants $115,362
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-6014475
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,147,974
- Income (IRS master file)
- $5,357,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $311,407 | $153,609 | $5,147,974 | IRS |
| 990 | December 2024 | $266,822 | $105,162 | $4,986,578 | XML |
| 990 | December 2023 | $123,066 | $84,760 | $4,818,290 | XML |
| 990 | December 2022 | -$103,304 | $77,674 | $4,787,107 | IRS |
| 990 | December 2021 | $537,485 | $97,832 | $4,969,775 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990-PF | December 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 55-6014475).
Questions about W W WESTPHAL TRUST
- What is the EIN of W W WESTPHAL TRUST?
- The employer identification number (EIN) of W W WESTPHAL TRUST is 55-6014475.
- Is W W WESTPHAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2021.
- Are donations to W W WESTPHAL TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does W W WESTPHAL TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of W W WESTPHAL 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 W W WESTPHAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of W W WESTPHAL TRUST?
- The 990 for the year ended December 31, 2025 names TRUIST BANK.
- Who are the officers and directors of W W WESTPHAL TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,445 (TRUIST BANK, TRUSTEE).
- How much revenue does W W WESTPHAL TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $311,407, expenses of $153,609 and total assets of $5,147,974 at year end.
Other nonprofits in ORLANDO
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC EIN 59-3086453 · last filed 990 for 2025
- HEART OF FLORIDA UNITED WAY EIN 59-0808854 · last filed 990 for 2025
- NONNAS GARDEN A PRIVATE FOUNDATION EIN 13-7548350 · last filed 990-PF for 2024
- CENTRAL FLORIDA FOUNDATION INC EIN 59-3182886 · last filed 990 for 2026
- DR PHILLIPS INC EIN 59-0724702 · last filed 990 for 2025
- AGGARWAL & GUPTA FAMILY FOUNDATION INC EIN 59-3623323 · last filed 990 for 2024
- EOS FOUNDATION EIN 30-6767487 · last filed 990-PF for 2025
All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations