Nonprofit · EIN 58-6201953
WESLEY MEMORIAL TRUST FUND
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $27,078 | $22,415 | $4,663 | $130,589 | $0 | $130,589 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $15,600
- Dividends
- $4,110
- Net gain from sales of assets
- $7,368
Expenses
- Grants and similar amounts paid
- $15,824
- Compensation of officers, directors and key employees
- $5,077
- Disbursements for charitable purposes
- $19,862
- Excise tax on investment income
- $124
Balance sheet and other
- Total assets, start of year
- $125,869
- Total assets, end of year
- $130,589
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,589
- Fair market value of assets
- $180,405
- Qualifying distributions
- $19,862
- Net investment income
- $11,464
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $5,077 |
| JOEL WILLIS PO BOX 20407, ST SIMONS ISLAND, GA 31522 | CO-TRUSTEE | 1 | $0 |
| JIM HORNBUCKLE 49 HAMPTON POINT DRIVE ST, ST SIMONS ISLAND, GA 31522 | CO-TRUSTEE | 1 | $0 |
| MR REES SUMERFORD 777 GLOUCESTER ST 200, BRUNSWICK, GA 31520 | CO-TRUSTEE | 1 | $0 |
| VICKI REAM 319 6TH STREET, ST SIMONS ISLAND, GA 31522 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (808) 288-1641
- 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 | Not 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
- 58-6201953
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $130,589
- Income (IRS master file)
- $71,244
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $27,078 | $22,415 | $130,589 | IRS |
| 990-PF | December 2023 | $5,916 | $25,290 | $125,869 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 58-6201953).
Questions about WESLEY MEMORIAL TRUST FUND
- What is the EIN of WESLEY MEMORIAL TRUST FUND?
- The employer identification number (EIN) of WESLEY MEMORIAL TRUST FUND is 58-6201953.
- Is WESLEY MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to WESLEY MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESLEY MEMORIAL TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESLEY MEMORIAL TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESLEY MEMORIAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WESLEY MEMORIAL TRUST FUND?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $5,077 (TRUIST BANK, TRUSTEE).
- How much revenue does WESLEY MEMORIAL TRUST FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $27,078, expenses of $22,415 and total assets of $130,589 at year end.
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