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Nonprofit · EIN 58-6020956

JO BERMAN TRUST

Also known as TRUST CO OF GA TR

Tax-exempt · ORLANDO, FL 32891

Financials

$15K$16K2025
Revenue Expenses · by fiscal year end
Financials of JO BERMAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$14,830$16,137-$1,307$162,510$0$162,510
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,821
Net gain from sales of assets
$9,009

Expenses

Grants and similar amounts paid
$8,445
Compensation of officers, directors and key employees
$5,830
Disbursements for charitable purposes
$12,860
Excise tax on investment income
$166

Balance sheet and other

Total assets, start of year
$163,831
Total assets, end of year
$162,510
Total liabilities, end of year
$0
Net assets, end of year
$162,510
Fair market value of assets
$296,220
Qualifying distributions
$12,860
Net investment income
$14,830

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.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE2$5,830

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% TRUST TAX SERVICES
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6020956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$162,510
Income (IRS master file)
$22,960

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$6,422$6,777$162,635IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 JO BERMAN TRUST

What is the EIN of JO BERMAN TRUST?
The employer identification number (EIN) of JO BERMAN TRUST is 58-6020956.
Is JO BERMAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does JO BERMAN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JO BERMAN 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 JO BERMAN 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 JO BERMAN TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,830 (TRUIST BANK, TRUSTEE).
How much revenue does JO BERMAN TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,830, expenses of $16,137 and total assets of $162,510 at year end.

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