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Nonprofit · EIN 62-6233587

THE BAULCH FAMILY FOUNDATION

Tax-exempt · ORLANDO, FL 32891

Financials

$82K$219K2023$225K$196K2024$984K$236K2025
Revenue Expenses · by fiscal year end
Financials of THE BAULCH FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$984,246$236,187$748,059$4,217,769$0$4,217,769
December 31, 2024990-PF$225,345$195,891$29,454$3,470,106$0$3,470,106
December 31, 2023990-PF$82,156$219,148-$136,992$3,439,233$0$3,439,233
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$103,835
Net gain from sales of assets
$880,411

Expenses

Grants and similar amounts paid
$202,000
Compensation of officers, directors and key employees
$25,128
Disbursements for charitable purposes
$217,064
Excise tax on investment income
$13,474

Balance sheet and other

Total assets, start of year
$3,470,106
Total assets, end of year
$4,217,769
Total liabilities, end of year
$0
Net assets, end of year
$4,217,769
Fair market value of assets
$4,744,042
Qualifying distributions
$217,064
Net investment income
$984,246

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$25,128
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$25,460
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$23,679

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUNTRUST BANK TTEE
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 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
62-6233587
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
December
Files
Form 990-PF
Assets (IRS master file)
$4,217,769
Income (IRS master file)
$3,096,901

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$984,246$236,187$4,217,769XML
990-PFDecember 2024$225,345$195,891$3,470,106XML
990-PFDecember 2023$82,156$219,148$3,439,233XML
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 62-6233587).

Questions about THE BAULCH FAMILY FOUNDATION

What is the EIN of THE BAULCH FAMILY FOUNDATION?
The employer identification number (EIN) of THE BAULCH FAMILY FOUNDATION is 62-6233587.
Is THE BAULCH FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THE BAULCH FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE BAULCH FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE BAULCH FAMILY FOUNDATION 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 THE BAULCH FAMILY FOUNDATION 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 THE BAULCH FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,128 (TRUIST BANK, TRUSTEE).
How much revenue does THE BAULCH FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $984,246, expenses of $236,187 and total assets of $4,217,769 at year end.

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