Nonprofit · EIN 58-2177091
JOHN A JORDAN JR CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $159,219 | $169,524 | -$10,305 | $2,647,063 | $0 | $2,647,063 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $73,595
- Net gain from sales of assets
- $85,624
Expenses
- Grants and similar amounts paid
- $142,134
- Compensation of officers, directors and key employees
- $24,030
- Disbursements for charitable purposes
- $156,649
- Excise tax on investment income
- $2,039
Balance sheet and other
- Total assets, start of year
- $2,656,175
- Total assets, end of year
- $2,647,063
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,647,063
- Fair market value of assets
- $3,186,266
- Qualifying distributions
- $156,649
- Net investment income
- $159,219
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 | $24,030 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST BANK NASHVILLE
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (404) 724-3644
- 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
- 58-2177091
- 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
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,647,063
- Income (IRS master file)
- $455,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | – | – | – | IRS |
| 990-PF | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $151,478 | $179,825 | $2,741,516 | IRS |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | 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 JOHN A JORDAN JR CHARITABLE TRUST
- What is the EIN of JOHN A JORDAN JR CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN A JORDAN JR CHARITABLE TRUST is 58-2177091.
- Is JOHN A JORDAN JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOHN A JORDAN JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN A JORDAN JR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN A JORDAN JR CHARITABLE TRUST 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 JOHN A JORDAN JR CHARITABLE TRUST 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 JOHN A JORDAN JR CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $24,030 (TRUIST BANK, TRUSTEE).
- How much revenue does JOHN A JORDAN JR CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $159,219, expenses of $169,524 and total assets of $2,647,063 at year end.
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