Nonprofit · EIN 58-6026053
WALTER RICH ETAL MEM FD
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $613,229 | $500,623 | $112,606 | $8,592,669 | $0 | $8,592,669 |
| December 31, 2024 | 990-PF | $1,144,843 | $454,910 | $689,933 | $8,478,221 | $0 | $8,478,221 |
| December 31, 2023 | 990-PF | $42,259 | $603,171 | -$560,912 | $7,787,749 | $0 | $7,787,749 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $264,304
- Net gain from sales of assets
- $348,925
Expenses
- Grants and similar amounts paid
- $435,248
- Compensation of officers, directors and key employees
- $41,567
- Disbursements for charitable purposes
- $458,531
- Excise tax on investment income
- $8,168
Balance sheet and other
- Total assets, start of year
- $8,478,221
- Total assets, end of year
- $8,592,669
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,592,669
- Fair market value of assets
- $10,736,770
- Qualifying distributions
- $458,531
- Net investment income
- $613,229
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 | 1 | $41,567 |
| JENNER WOOD PO BOX 4655, ATLANTA, GA 30302 | CHAIRMAN | 1 | $0 |
| KIRBY THOMPSON PO BOX 4655, ATLANTA, GA 30302 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $39,551 |
| JENNER WOOD PO BOX 4655, ATLANTA, GA 30302 | CHAIRMAN | 1 | $0 |
| KIRBY THOMPSON PO BOX 4655, ATLANTA, GA 30302 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $36,939 |
| JENNER WOOD PO BOX 4655, ATLANTA, GA 30302 | CHAIRMAN | 1 | $0 |
| KIRBY THOMPSON PO BOX 4655, ATLANTA, GA 30302 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (404) 813-9304
- 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
- 58-6026053
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,592,669
- Income (IRS master file)
- $2,811,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $613,229 | $500,623 | $8,592,669 | XML |
| 990-PF | December 2024 | $1,144,843 | $454,910 | $8,478,221 | XML |
| 990-PF | December 2023 | $42,259 | $603,171 | $7,787,749 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 58-6026053).
Questions about WALTER RICH ETAL MEM FD
- What is the EIN of WALTER RICH ETAL MEM FD?
- The employer identification number (EIN) of WALTER RICH ETAL MEM FD is 58-6026053.
- Is WALTER RICH ETAL MEM FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WALTER RICH ETAL MEM FD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER RICH ETAL MEM FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER RICH ETAL MEM FD 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 WALTER RICH ETAL MEM FD 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 WALTER RICH ETAL MEM FD?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $41,567 (TRUIST BANK, TRUSTEE).
- How much revenue does WALTER RICH ETAL MEM FD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $613,229, expenses of $500,623 and total assets of $8,592,669 at year end.
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