Nonprofit · EIN 59-6601847
HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $134,779 | $80,706 | $54,073 | $1,237,709 | $0 | $1,237,709 |
| March 31, 2025 | 990-PF | $119,569 | $67,491 | $52,078 | $1,183,550 | $0 | $1,183,550 |
| March 31, 2024 | 990-PF | $47,630 | $66,273 | -$18,643 | $1,131,986 | $0 | $1,131,986 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $38,600
- Net gain from sales of assets
- $96,179
Expenses
- Grants and similar amounts paid
- $63,752
- Compensation of officers, directors and key employees
- $12,103
- Disbursements for charitable purposes
- $71,304
- Excise tax on investment income
- $1,779
Balance sheet and other
- Total assets, start of year
- $1,183,550
- Total assets, end of year
- $1,237,709
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,237,709
- Fair market value of assets
- $1,566,459
- Qualifying distributions
- $71,304
- Net investment income
- $134,779
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 | $12,103 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,647 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $15,329 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST BK
- 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
- 59-6601847
- 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
- 1978
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,237,709
- Income (IRS master file)
- $426,873
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $134,779 | $80,706 | $1,237,709 | XML |
| 990-PF | March 2025 | $119,569 | $67,491 | $1,183,550 | XML |
| 990-PF | March 2024 | $47,630 | $66,273 | $1,131,986 | XML |
| 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 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 59-6601847).
Questions about HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND
- What is the EIN of HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND?
- The employer identification number (EIN) of HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND is 59-6601847.
- Is HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND 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 HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND 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 HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $12,103 (TRUIST BANK, TRUSTEE).
- How much revenue does HERBERT H & LEONIE G MOFFITT MEMORIAL ENDOWMENT FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $134,779, expenses of $80,706 and total assets of $1,237,709 at year end.
Other nonprofits in ORLANDO
- ORLANDO HEALTH INC EIN 59-1726273 · last filed 990 for 2025
- ORLANDO HEALTH MEDICAL GROUP INC EIN 59-3259553 · last filed 990 for 2025
- ONEBLOOD INC EIN 59-3145469 · last filed 990 for 2024
- ASSISTANCE FUND INC EIN 27-0270731 · last filed 990 for 2025
- STATE CHARTERED CREDIT UNIONS IN FLORIDA EIN 11-1644012 · last filed 990 for 2024
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC EIN 59-2142315 · last filed 990 for 2025
- PRESBYTERIAN RETIREMENT COMMUNITIES INC EIN 59-0931267 · last filed 990 for 2025