Nonprofit · EIN 56-6620003
MARGARET B VANN CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $95,461 | $86,635 | $8,826 | $1,588,127 | $0 | $1,588,127 |
| December 31, 2024 | 990-PF | $98,156 | $94,744 | $3,412 | $1,579,494 | $0 | $1,579,494 |
| December 31, 2023 | 990-PF | $378,586 | $80,617 | $297,969 | $1,575,312 | $0 | $1,575,312 |
| December 31, 2021 | 990-PF | $54,239 | $46,038 | $8,201 | $1,394,557 | $0 | $1,394,557 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $47,644
- Net gain from sales of assets
- $45,724
- Other income
- $2,093
Expenses
- Grants and similar amounts paid
- $71,316
- Compensation of officers, directors and key employees
- $13,466
- Disbursements for charitable purposes
- $79,569
- Excise tax on investment income
- $1,197
Balance sheet and other
- Total assets, start of year
- $1,579,494
- Total assets, end of year
- $1,588,127
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,588,127
- Fair market value of assets
- $1,849,372
- Qualifying distributions
- $79,569
- Net investment income
- $93,186
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 PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $13,466 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $19,934 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $19,003 |
990-PF for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $28,288 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST CO
- 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
- 56-6620003
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,588,127
- Income (IRS master file)
- $1,009,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $95,461 | $86,635 | $1,588,127 | XML |
| 990-PF | December 2024 | $98,156 | $94,744 | $1,579,494 | XML |
| 990-PF | December 2023 | $378,586 | $80,617 | $1,575,312 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $54,239 | $46,038 | $1,394,557 | XML |
| 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 56-6620003).
Questions about MARGARET B VANN CHARITABLE TRUST
- What is the EIN of MARGARET B VANN CHARITABLE TRUST?
- The employer identification number (EIN) of MARGARET B VANN CHARITABLE TRUST is 56-6620003.
- Is MARGARET B VANN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MARGARET B VANN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET B VANN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET B VANN CHARITABLE 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 MARGARET B VANN CHARITABLE 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 MARGARET B VANN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,466 (TRUIST, TRUSTEE).
- How much revenue does MARGARET B VANN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $95,461, expenses of $86,635 and total assets of $1,588,127 at year end.
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