Nonprofit · EIN 55-6041801
JAMES B PEARL TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $44,676 | $38,129 | $6,547 | $544,500 | $0 | $544,500 |
| December 31, 2024 | 990-PF | $41,964 | $27,526 | $14,438 | $537,965 | $0 | $537,965 |
| December 31, 2023 | 990-PF | -$4,448 | $21,203 | -$25,651 | $523,360 | $0 | $523,360 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,232
- Net gain from sales of assets
- $28,444
Expenses
- Grants and similar amounts paid
- $24,953
- Compensation of officers, directors and key employees
- $10,651
- Disbursements for charitable purposes
- $31,779
- Excise tax on investment income
- $545
Balance sheet and other
- Total assets, start of year
- $537,965
- Total assets, end of year
- $544,500
- Total liabilities, end of year
- $0
- Net assets, end of year
- $544,500
- Fair market value of assets
- $618,239
- Qualifying distributions
- $31,779
- Net investment income
- $44,605
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 PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $10,651 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $4,959 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $4,511 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % ONE VALLEY BANK NA 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 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
- 55-6041801
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $544,500
- Income (IRS master file)
- $442,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $44,676 | $38,129 | $544,500 | XML |
| 990-PF | December 2024 | $41,964 | $27,526 | $537,965 | XML |
| 990-PF | December 2023 | -$4,448 | $21,203 | $523,360 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 55-6041801).
Questions about JAMES B PEARL TR
- What is the EIN of JAMES B PEARL TR?
- The employer identification number (EIN) of JAMES B PEARL TR is 55-6041801.
- Is JAMES B PEARL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES B PEARL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES B PEARL TR 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 JAMES B PEARL TR 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 JAMES B PEARL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,651 (TRUIST BANK, TRUSTEE).
- How much revenue does JAMES B PEARL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,676, expenses of $38,129 and total assets of $544,500 at year end.
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