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Nonprofit · EIN 65-6260563

HERMAN E & HELEN H TURNER FOUNDATION TRUST

Also known as TURNER SR RICHARD E ETAL CO TTEE

Tax-exempt · HOLMES BEACH, FL 34217

Financials

$56K$123K2023$178K$195K2024$307K$274K2025
Revenue Expenses · by fiscal year end
Financials of HERMAN E & HELEN H TURNER FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$307,228$273,733$33,495$811,031$0$811,031
December 31, 2024990-PF$177,660$195,080-$17,420$781,441$0$781,441
December 31, 2023990-PF$55,523$122,601-$67,078$799,064$0$799,064
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,550
Net gain from sales of assets
$273,678

Expenses

Grants and similar amounts paid
$230,000
Compensation of officers, directors and key employees
$30,050
Disbursements for charitable purposes
$248,000
Excise tax on investment income
$3,997

Balance sheet and other

Total assets, start of year
$781,441
Total assets, end of year
$811,031
Total liabilities, end of year
$0
Net assets, end of year
$811,031
Fair market value of assets
$2,520,284
Qualifying distributions
$248,000
Net investment income
$307,228

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
RICHARD E TURNER JR
529 68TH STREET, HOLMES BEACH, FL 34217
CO-TRUSTEE15$10,000
JAY F TURNER
618 HAMPSHIRE LANE, HOLMES BEACH, FL 34217
CO-TRUSTEE15$10,000
BRIAN H TURNER
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$10,000
MEREDITH L TURNER
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
MEMBER0$50
RICHARD E TURNER SR
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
RICHARD E TURNER JR
529 68TH STREET, HOLMES BEACH, FL 34217
CO-TRUSTEE15$15,000
JAY F TURNER
618 HAMPSHIRE LANE, HOLMES BEACH, FL 34217
CO-TRUSTEE15$15,000
BRIAN H TURNER
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$15,000
RICHARD E TURNER SR
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD E TURNER SR
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$0
RICHARD E TURNER JR
529 68TH STREET, HOLMES BEACH, FL 34217
CO-TRUSTEE15$0
JAY F TURNER
618 HAMPSHIRE LANE, HOLMES BEACH, FL 34217
CO-TRUSTEE15$0
BRIAN H TURNER
5004 RIVERVIEW BLVD W, BRADENTON, FL 34209
CO-TRUSTEE15$0

Address and contacts

Address (IRS master file)
529 68TH ST, HOLMES BEACH, FL 34217-1223
In care of
% RICHARD E TURNER SR
Signed the 990-PF
RICHARD TURNER, TRUSTEE
Phone
(941) 747-0500
Return prepared by
CRI ADVISORS LLC

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
65-6260563
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
December
Files
Form 990-PF
Assets (IRS master file)
$811,031
Income (IRS master file)
$440,721

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$307,228$273,733$811,031XML
990-PFDecember 2024$177,660$195,080$781,441IRS
990-PFDecember 2023$55,523$122,601$799,064XML
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 65-6260563).

Questions about HERMAN E & HELEN H TURNER FOUNDATION TRUST

What is the EIN of HERMAN E & HELEN H TURNER FOUNDATION TRUST?
The employer identification number (EIN) of HERMAN E & HELEN H TURNER FOUNDATION TRUST is 65-6260563.
Is HERMAN E & HELEN H TURNER FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to HERMAN E & HELEN H TURNER FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERMAN E & HELEN H TURNER FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HERMAN E & HELEN H TURNER FOUNDATION 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 HERMAN E & HELEN H TURNER FOUNDATION 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 HERMAN E & HELEN H TURNER FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $10,000 (RICHARD E TURNER JR, CO-TRUSTEE).
How much revenue does HERMAN E & HELEN H TURNER FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $307,228, expenses of $273,733 and total assets of $811,031 at year end.

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