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Nonprofit · EIN 62-6033921

J BAYARD SNOWDEN INSURANCE TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$8K$15K2023$18K$15K2024$19K$16K2025
Revenue Expenses · by fiscal year end
Financials of J BAYARD SNOWDEN INSURANCE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$19,217$16,492$2,725$203,411$0$203,411
December 31, 2024990-PF$17,702$14,826$2,876$200,710$0$200,710
December 31, 2023990-PF$7,664$14,774-$7,110$197,829$0$197,829
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,172
Net gain from sales of assets
$13,045

Expenses

Grants and similar amounts paid
$8,768
Compensation of officers, directors and key employees
$5,800
Disbursements for charitable purposes
$13,168
Excise tax on investment income
$226

Balance sheet and other

Total assets, start of year
$200,710
Total assets, end of year
$203,411
Total liabilities, end of year
$0
Net assets, end of year
$203,411
Fair market value of assets
$279,783
Qualifying distributions
$13,168
Net investment income
$19,216

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.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$5,800
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$4,599
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$5,357

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% NATIONAL BK OF COMMERCE TRUSTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(615) 748-4885
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
62-6033921
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$203,411
Income (IRS master file)
$76,556

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$19,217$16,492$203,411XML
990-PFDecember 2024$17,702$14,826$200,710XML
990-PFDecember 2023$7,664$14,774$197,829XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 62-6033921).

Questions about J BAYARD SNOWDEN INSURANCE TRUST

What is the EIN of J BAYARD SNOWDEN INSURANCE TRUST?
The employer identification number (EIN) of J BAYARD SNOWDEN INSURANCE TRUST is 62-6033921.
Is J BAYARD SNOWDEN INSURANCE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to J BAYARD SNOWDEN INSURANCE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J BAYARD SNOWDEN INSURANCE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of J BAYARD SNOWDEN INSURANCE TRUST 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 J BAYARD SNOWDEN INSURANCE TRUST 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 J BAYARD SNOWDEN INSURANCE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,800 (TRUIST BANK, TRUSTEE).
How much revenue does J BAYARD SNOWDEN INSURANCE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,217, expenses of $16,492 and total assets of $203,411 at year end.

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