Nonprofit · EIN 56-6456377
SARAH H SUTHERLAND CHARITABLE TR UW
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $386,708 | $258,674 | $128,034 | $4,091,998 | $0 | $4,091,998 |
| December 31, 2024 | 990-PF | $287,650 | $225,051 | $62,599 | $3,963,234 | $0 | $3,963,234 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,297
- Dividends
- $105,411
- Net gain from sales of assets
- $279,000
Expenses
- Grants and similar amounts paid
- $203,958
- Compensation of officers, directors and key employees
- $47,691
- Disbursements for charitable purposes
- $228,952
- Excise tax on investment income
- $5,004
Balance sheet and other
- Total assets, start of year
- $3,963,234
- Total assets, end of year
- $4,091,998
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,091,998
- Fair market value of assets
- $4,897,442
- Qualifying distributions
- $228,952
- Net investment income
- $384,113
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 | $47,691 |
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 | $46,084 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BB&T 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 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
- 56-6456377
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,091,998
- Income (IRS master file)
- $1,596,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $386,708 | $258,674 | $4,091,998 | XML |
| 990-PF | December 2024 | $287,650 | $225,051 | $3,963,234 | XML |
| 990-PF | December 2023 | $130,820 | $243,526 | $3,900,733 | 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 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 56-6456377).
Questions about SARAH H SUTHERLAND CHARITABLE TR UW
- What is the EIN of SARAH H SUTHERLAND CHARITABLE TR UW?
- The employer identification number (EIN) of SARAH H SUTHERLAND CHARITABLE TR UW is 56-6456377.
- Is SARAH H SUTHERLAND CHARITABLE TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SARAH H SUTHERLAND CHARITABLE TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SARAH H SUTHERLAND CHARITABLE TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARAH H SUTHERLAND CHARITABLE TR UW 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 SARAH H SUTHERLAND CHARITABLE TR UW 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 SARAH H SUTHERLAND CHARITABLE TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $47,691 (TRUIST BANK, TRUSTEE).
- How much revenue does SARAH H SUTHERLAND CHARITABLE TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $386,708, expenses of $258,674 and total assets of $4,091,998 at year end.
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All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations