Nonprofit · EIN 58-6029354
HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $501,042 | $388,441 | $112,601 | $9,549,781 | $0 | $9,549,781 |
| December 31, 2024 | 990 | $1,334,953 | $428,666 | $906,287 | $9,435,505 | $0 | $9,435,505 |
| December 31, 2023 | 990 | $216,727 | $424,116 | -$207,389 | $8,522,797 | $0 | $8,522,797 |
| December 31, 2021 | 990 | $628,715 | $408,274 | $220,441 | $9,076,265 | $0 | $9,076,265 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $501,042
- Net gain from sales of assets
- $278,109
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $323,786
- Compensation of officers, directors and key employees
- $60,265
- Salaries, compensation and benefits (total)
- $60,265
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $353,919
- Management and general (functional)
- $34,522
Balance sheet and other
- Total assets, start of year
- $9,435,505
- Total assets, end of year
- $9,549,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,549,781
- Publicly traded securities
- $9,167,488
- Gross receipts
- $2,156,891
- Employees
- 0
- Year formed
- 1954
- State of legal domicile
- GA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK NA | TRUSTEE Institutional trustee | 1 | $60,265 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK NA | TRUSTEE Institutional trustee | 1 | $47,149 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK NA | TRUSTEE Institutional trustee | 1 | $39,393 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANKS INC | TRUSTEE Institutional trustee | 1 | $45,131 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST BANK PCS TAX SERVICES
- Principal officer (990 for 2025)
- TRUIST BANK INC, PO BOX 919798, ORLANDO, FL 32891
- Signed the 990
- TRUIST BANK, DIRECTOR
- Phone
- (404) 588-7227
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO SUPPORT THE ST LUKES EPISCOPAL CHURCH AND THE CHURCH OF THE MESSIAH
Program accomplishments
- SUPPORT FOR THE CHURCH OF THE MESSIAHExpenses $202,240 · grants $185,021
- SUPPORT FOR THE ST LUKES EPISCOPAL CHURCHExpenses $151,679 · grants $138,765
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-6029354
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,549,781
- Income (IRS master file)
- $2,156,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $501,042 | $388,441 | $9,549,781 | XML |
| 990 | December 2024 | $1,334,953 | $428,666 | $9,435,505 | XML |
| 990 | December 2023 | $216,727 | $424,116 | $8,522,797 | XML |
| 990 | December 2022 | $82,275 | $425,823 | $8,730,473 | IRS |
| 990 | December 2021 | $628,715 | $408,274 | $9,076,265 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 58-6029354).
Questions about HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK
- What is the EIN of HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK?
- The employer identification number (EIN) of HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK is 58-6029354.
- Is HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK 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 HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK?
- The 990 for the year ended December 31, 2025 names TRUIST BANK INC.
- Who are the officers and directors of HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $60,265 (TRUIST BANK NA, TRUSTEE).
- How much revenue does HELEN S MCBURNEY FOUNDATION 1003561 TRUST CO BANK have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $501,042, expenses of $388,441 and total assets of $9,549,781 at year end.
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