Nonprofit · EIN 81-2918786
CHARLES A ZERBST CHARITABLE TR
Tax-exempt · TAMPA, FL 33606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $43,571 | $30,436 | $13,135 | $682,246 | $0 | $682,246 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $43,571
- Net gain from sales of assets
- $18,589
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $21,643
- Compensation of officers, directors and key employees
- $7,517
- Salaries, compensation and benefits (total)
- $7,517
- Professional fundraising fees
- $0
- Accounting fees
- $800
- Program services (functional)
- $21,643
- Management and general (functional)
- $8,793
Balance sheet and other
- Total assets, start of year
- $666,404
- Total assets, end of year
- $682,246
- Total liabilities, end of year
- $0
- Net assets, end of year
- $682,246
- Publicly traded securities
- $682,246
- Gross receipts
- $168,226
- Employees
- 0
- Year formed
- 1989
- State of legal domicile
- FL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF TAMPA | TRUSTEE Institutional trustee | 2 | $7,517 |
Address and contacts
- Address (IRS master file)
- 601 BAYSHORE BLVD STE 960, TAMPA, FL 33606-2761
- In care of
- % BANK OF TAMPA TTEE
- Principal officer (990 for 2025)
- TODD CORDELL, 601 BAYSHORE BOULEVARD SUITE 960, TAMPA, FL 33606
- Signed the 990
- Todd Cordell, Chief Trust Officer
- Phone
- (813) 872-1216
- Return prepared by
- CCH TRUST US
Mission
TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES, INC.
Program accomplishments
- TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES INCExpenses $21,643 · grants $21,643
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2918786
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $682,246
- Income (IRS master file)
- $168,226
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $21,734 | $26,732 | $663,826 | IRS |
| 990 | December 2022 | $26,093 | $25,076 | $667,368 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 CHARLES A ZERBST CHARITABLE TR
- What is the EIN of CHARLES A ZERBST CHARITABLE TR?
- The employer identification number (EIN) of CHARLES A ZERBST CHARITABLE TR is 81-2918786.
- Is CHARLES A ZERBST CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CHARLES A ZERBST CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does CHARLES A ZERBST CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARLES A ZERBST CHARITABLE TR 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 CHARLES A ZERBST CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CHARLES A ZERBST CHARITABLE TR?
- The 990 for the year ended December 31, 2025 names TODD CORDELL.
- Who are the officers and directors of CHARLES A ZERBST CHARITABLE TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,517 (THE BANK OF TAMPA, TRUSTEE).
- How much revenue does CHARLES A ZERBST CHARITABLE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $43,571, expenses of $30,436 and total assets of $682,246 at year end.
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