Nonprofit · EIN 61-6121256
HENRY AND GEORGE LILLY EDUCATION FUND
Also known as FIRST CITY BANK & TRUST CO TTEE
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $15,732 | $18,314 | -$2,582 | $197,477 | $0 | $197,477 |
| December 31, 2024 | 990-PF | $14,754 | $18,353 | -$3,599 | $200,082 | $0 | $200,082 |
| December 31, 2023 | 990-PF | $21,421 | $12,183 | $9,238 | $203,668 | $0 | $203,668 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,419
- Net gain from sales of assets
- $10,313
Expenses
- Grants and similar amounts paid
- $11,452
- Compensation of officers, directors and key employees
- $5,256
- Disbursements for charitable purposes
- $15,580
- Excise tax on investment income
- $181
Balance sheet and other
- Total assets, start of year
- $200,082
- Total assets, end of year
- $197,477
- Total liabilities, end of year
- $0
- Net assets, end of year
- $197,477
- Fair market value of assets
- $242,473
- Qualifying distributions
- $15,580
- Net investment income
- $15,731
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $5,256 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $5,299 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $2,079 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST CO
- 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 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 | 990-PF 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
- 61-6121256
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $197,477
- Income (IRS master file)
- $70,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $15,732 | $18,314 | $197,477 | XML |
| 990-PF | December 2024 | $14,754 | $18,353 | $200,082 | XML |
| 990-PF | December 2023 | $21,421 | $12,183 | $203,668 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 61-6121256).
Questions about HENRY AND GEORGE LILLY EDUCATION FUND
- What is the EIN of HENRY AND GEORGE LILLY EDUCATION FUND?
- The employer identification number (EIN) of HENRY AND GEORGE LILLY EDUCATION FUND is 61-6121256.
- Is HENRY AND GEORGE LILLY EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HENRY AND GEORGE LILLY EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY AND GEORGE LILLY EDUCATION FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY AND GEORGE LILLY EDUCATION FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY AND GEORGE LILLY EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENRY AND GEORGE LILLY EDUCATION FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,256 (TRUIST BANK, TRUSTEE).
- How much revenue does HENRY AND GEORGE LILLY EDUCATION FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,732, expenses of $18,314 and total assets of $197,477 at year end.
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