Nonprofit · EIN 56-6407339
LAMAR & JANIE WALTERS CHARITABLE TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $133,709 | $135,441 | -$1,732 | $2,244,640 | $0 | $2,244,640 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $72,062
- Net gain from sales of assets
- $61,647
Expenses
- Grants and similar amounts paid
- $112,108
- Compensation of officers, directors and key employees
- $18,564
- Disbursements for charitable purposes
- $122,890
- Excise tax on investment income
- $1,717
Balance sheet and other
- Total assets, start of year
- $2,242,388
- Total assets, end of year
- $2,244,640
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,244,640
- Fair market value of assets
- $2,621,928
- Qualifying distributions
- $122,890
- Net investment income
- $133,526
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $18,564 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % B BANKING & TRUST
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (910) 815-2782
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6407339
- 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
- 1993
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,244,640
- Income (IRS master file)
- $1,178,711
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | – | – | – | IRS |
| 990-PF | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $46,870 | $127,970 | $2,230,580 | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 LAMAR & JANIE WALTERS CHARITABLE TR
- What is the EIN of LAMAR & JANIE WALTERS CHARITABLE TR?
- The employer identification number (EIN) of LAMAR & JANIE WALTERS CHARITABLE TR is 56-6407339.
- Is LAMAR & JANIE WALTERS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LAMAR & JANIE WALTERS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAMAR & JANIE WALTERS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAMAR & JANIE WALTERS CHARITABLE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAMAR & JANIE WALTERS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of LAMAR & JANIE WALTERS CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $18,564 (TRUIST BANK, TRUSTEE).
- How much revenue does LAMAR & JANIE WALTERS CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $133,709, expenses of $135,441 and total assets of $2,244,640 at year end.
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