Nonprofit · EIN 59-7134063
DOROTHY B C STEVES CHARITABLE TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $129,647 | $104,203 | $25,444 | $1,569,855 | $0 | $1,569,855 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $41,197
- Net gain from sales of assets
- $88,450
Expenses
- Grants and similar amounts paid
- $84,048
- Compensation of officers, directors and key employees
- $14,565
- Disbursements for charitable purposes
- $92,830
- Excise tax on investment income
- $1,695
Balance sheet and other
- Total assets, start of year
- $1,544,384
- Total assets, end of year
- $1,569,855
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,569,855
- Fair market value of assets
- $2,003,080
- Qualifying distributions
- $92,830
- Net investment income
- $129,523
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $14,565 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7134063
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,569,855
- Income (IRS master file)
- $438,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | – | – | – | IRS |
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $49,926 | $164,413 | $1,520,356 | IRS |
| 990-PF | June 2023 | $35,949 | $80,880 | $1,668,571 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DOROTHY B C STEVES CHARITABLE TR
- What is the EIN of DOROTHY B C STEVES CHARITABLE TR?
- The employer identification number (EIN) of DOROTHY B C STEVES CHARITABLE TR is 59-7134063.
- Is DOROTHY B C STEVES CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DOROTHY B C STEVES CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY B C STEVES CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY B C STEVES CHARITABLE TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DOROTHY B C STEVES CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of DOROTHY B C STEVES CHARITABLE TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $14,565 (TRUIST BANK, TRUSTEE).
- How much revenue does DOROTHY B C STEVES CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $129,647, expenses of $104,203 and total assets of $1,569,855 at year end.
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