Nonprofit · EIN 59-6841753
HERMAN DEFORD CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $23,416 | $94,124 | -$70,708 | $42,340 | $0 | $42,340 |
| September 30, 2024 | 990-PF | $30,445 | $90,481 | -$60,036 | $112,313 | $0 | $112,313 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $1,565
- Net gain from sales of assets
- $21,851
Expenses
- Grants and similar amounts paid
- $86,142
- Compensation of officers, directors and key employees
- $4,241
- Disbursements for charitable purposes
- $89,762
- Excise tax on investment income
- $296
Balance sheet and other
- Total assets, start of year
- $112,313
- Total assets, end of year
- $42,340
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,340
- Fair market value of assets
- $57,031
- Qualifying distributions
- $89,762
- Net investment income
- $23,414
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $4,241 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $1,785 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUN BANK SOUTH FLORIDA NA
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (407) 237-5718
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 59-6841753
- 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
- 1986
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $42,340
- Income (IRS master file)
- $102,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $23,416 | $94,124 | $42,340 | XML |
| 990-PF | September 2024 | $30,445 | $90,481 | $112,313 | XML |
| 990-PF | September 2023 | $17,494 | $97,237 | $172,031 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 59-6841753).
Questions about HERMAN DEFORD CHARITABLE TRUST
- What is the EIN of HERMAN DEFORD CHARITABLE TRUST?
- The employer identification number (EIN) of HERMAN DEFORD CHARITABLE TRUST is 59-6841753.
- Is HERMAN DEFORD CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HERMAN DEFORD CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERMAN DEFORD CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERMAN DEFORD CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERMAN DEFORD CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HERMAN DEFORD CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,241 (TRUIST BANK, TRUSTEE).
- How much revenue does HERMAN DEFORD CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $23,416, expenses of $94,124 and total assets of $42,340 at year end.
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