Nonprofit · EIN 56-6125050
JAMES A GRAHAM TRUST
Also known as BRANCH BANKING AND TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,075 | $16,419 | -$4,344 | $216,094 | $0 | $216,094 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,840
- Net gain from sales of assets
- $5,235
Expenses
- Grants and similar amounts paid
- $9,317
- Compensation of officers, directors and key employees
- $5,290
- Disbursements for charitable purposes
- $13,518
- Excise tax on investment income
- $130
Balance sheet and other
- Total assets, start of year
- $220,471
- Total assets, end of year
- $216,094
- Total liabilities, end of year
- $0
- Net assets, end of year
- $216,094
- Fair market value of assets
- $265,052
- Qualifying distributions
- $13,518
- Net investment income
- $12,073
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 | 2 | $5,290 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (252) 246-4633
- 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
- 56-6125050
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $216,094
- Income (IRS master file)
- $65,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,822 | $7,451 | $222,701 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JAMES A GRAHAM TRUST
- What is the EIN of JAMES A GRAHAM TRUST?
- The employer identification number (EIN) of JAMES A GRAHAM TRUST is 56-6125050.
- Is JAMES A GRAHAM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JAMES A GRAHAM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES A GRAHAM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES A GRAHAM 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 JAMES A GRAHAM TRUST 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 A GRAHAM TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,290 (TRUIST BANK, TRUSTEE).
- How much revenue does JAMES A GRAHAM TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,075, expenses of $16,419 and total assets of $216,094 at year end.
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