Skip to main content

Nonprofit · EIN 59-7084262

GERTRUDE C FAWLEY CHARITABLE TR

Tax-exempt · ORLANDO, FL 32891

Financials

$37K$169K2022$49K$112K2023$121K$161K2024$199K$36K2025
Revenue Expenses · by fiscal year end
Financials of GERTRUDE C FAWLEY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$199,000$35,661$163,339$2,315,573$0$2,315,573
March 31, 2025990-PF$121,390$160,791-$39,401$2,152,208$0$2,152,208
March 31, 2024990-PF$48,745$112,009-$63,264$2,192,078$0$2,192,078
March 31, 2023990-PF$37,308$169,290-$131,982$2,256,085$0$2,256,085
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$63,484
Net gain from sales of assets
$135,516

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$25,415
Disbursements for charitable purposes
$20,207
Excise tax on investment income
$2,585

Balance sheet and other

Total assets, start of year
$2,152,208
Total assets, end of year
$2,315,573
Total liabilities, end of year
$0
Net assets, end of year
$2,315,573
Fair market value of assets
$2,857,378
Qualifying distributions
$20,207
Net investment income
$199,000

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.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$25,415
990-PF for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$24,465
990-PF for the year ended March 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$21,825
990-PF for the year ended March 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$21,731

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUNTRUST BANK CENTRAL FL
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(407) 237-4354
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 yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
59-7084262
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
1997
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$2,315,573
Income (IRS master file)
$634,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$199,000$35,661$2,315,573XML
990-PFMarch 2025$121,390$160,791$2,152,208XML
990-PFMarch 2024$48,745$112,009$2,192,078XML
990-PFMarch 2023$37,308$169,290$2,256,085XML
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 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 59-7084262).

Questions about GERTRUDE C FAWLEY CHARITABLE TR

What is the EIN of GERTRUDE C FAWLEY CHARITABLE TR?
The employer identification number (EIN) of GERTRUDE C FAWLEY CHARITABLE TR is 59-7084262.
Is GERTRUDE C FAWLEY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to GERTRUDE C FAWLEY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERTRUDE C FAWLEY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GERTRUDE C FAWLEY CHARITABLE TR 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 GERTRUDE C FAWLEY CHARITABLE TR 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 GERTRUDE C FAWLEY CHARITABLE TR?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $25,415 (TRUIST BANK, TRUSTEE).
How much revenue does GERTRUDE C FAWLEY CHARITABLE TR have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $199,000, expenses of $35,661 and total assets of $2,315,573 at year end.

Other nonprofits in ORLANDO

All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations