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Nonprofit · EIN 56-6299574

E H BARNARD CHARITABLE TRUST 1033005817

Tax-exempt · ORLANDO, FL 32891

Financials

$92K$246K2023$323K$253K2024$1.1M$279K2025
Revenue Expenses · by fiscal year end
Financials of E H BARNARD CHARITABLE TRUST 1033005817 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$1,083,408$279,209$804,199$4,966,418$0$4,966,418
May 31, 2025990-PF$322,983$253,422$69,561$4,161,502$0$4,161,502
May 31, 2024990-PF$91,689$245,841-$154,152$4,091,543$0$4,091,543
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$104,188
Net gain from sales of assets
$979,220

Expenses

Grants and similar amounts paid
$228,000
Compensation of officers, directors and key employees
$40,967
Disbursements for charitable purposes
$250,983
Excise tax on investment income
$14,768

Balance sheet and other

Total assets, start of year
$4,161,502
Total assets, end of year
$4,966,418
Total liabilities, end of year
$0
Net assets, end of year
$4,966,418
Fair market value of assets
$5,666,397
Qualifying distributions
$250,983
Net investment income
$1,083,408

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$40,967
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$38,677
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$35,319

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% CENTRAL CAROLINA BANK AND TRUST
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
56-6299574
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
1989
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$4,966,418
Income (IRS master file)
$5,292,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$1,083,408$279,209$4,966,418XML
990-PFMay 2025$322,983$253,422$4,161,502XML
990-PFMay 2024$91,689$245,841$4,091,543XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 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 56-6299574).

Questions about E H BARNARD CHARITABLE TRUST 1033005817

What is the EIN of E H BARNARD CHARITABLE TRUST 1033005817?
The employer identification number (EIN) of E H BARNARD CHARITABLE TRUST 1033005817 is 56-6299574.
Is E H BARNARD CHARITABLE TRUST 1033005817 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to E H BARNARD CHARITABLE TRUST 1033005817 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E H BARNARD CHARITABLE TRUST 1033005817 file?
Form 990-PF. Private foundations file every year.
When is the next return of E H BARNARD CHARITABLE TRUST 1033005817 due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did E H BARNARD CHARITABLE TRUST 1033005817 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of E H BARNARD CHARITABLE TRUST 1033005817?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $40,967 (TRUIST BANK, TRUSTEE).
How much revenue does E H BARNARD CHARITABLE TRUST 1033005817 have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $1,083,408, expenses of $279,209 and total assets of $4,966,418 at year end.

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