Nonprofit · EIN 62-6187596
PAUL HOLBROOK CHARITABLE TRUST
Also known as DIVISION
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $108,013 | $79,065 | $28,948 | $1,062,491 | $0 | $1,062,491 |
| May 31, 2025 | 990-PF | $55,974 | $74,319 | -$18,345 | $1,033,707 | $0 | $1,033,707 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $27,360
- Net gain from sales of assets
- $80,653
Expenses
- Grants and similar amounts paid
- $64,672
- Compensation of officers, directors and key employees
- $11,620
- Disbursements for charitable purposes
- $71,982
- Excise tax on investment income
- $1,416
Balance sheet and other
- Total assets, start of year
- $1,033,707
- Total assets, end of year
- $1,062,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,062,491
- Fair market value of assets
- $1,411,917
- Qualifying distributions
- $71,982
- Net investment income
- $107,867
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,620 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,828 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % FINANCIAL SERVICES DIVISION
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (404) 813-2176
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6187596
- 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
- 1991
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,062,491
- Income (IRS master file)
- $347,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | – | – | – | IRS |
| 990-PF | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $16,595 | $75,740 | $1,052,230 | IRS |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 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 PAUL HOLBROOK CHARITABLE TRUST
- What is the EIN of PAUL HOLBROOK CHARITABLE TRUST?
- The employer identification number (EIN) of PAUL HOLBROOK CHARITABLE TRUST is 62-6187596.
- Is PAUL HOLBROOK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to PAUL HOLBROOK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL HOLBROOK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL HOLBROOK CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL HOLBROOK CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of PAUL HOLBROOK CHARITABLE TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,620 (TRUIST BANK, TRUSTEE).
- How much revenue does PAUL HOLBROOK CHARITABLE TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $108,013, expenses of $79,065 and total assets of $1,062,491 at year end.
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