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Nonprofit · EIN 81-6709847

ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA

Also known as H JOHN FELDMAN TTEE

Tax-exempt · EUSTIS, FL 32727

Financials

$306K$328K2023$478K$437K2024$438K$479K2025
Revenue Expenses · by fiscal year end
Financials of ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$437,507$479,092-$41,585$7,073,942$0$7,073,942
December 31, 2024990-PF$478,040$436,833$41,207$7,115,527$0$7,115,527
December 31, 2023990-PF$305,783$328,210-$22,427$7,076,043$0$7,076,043
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$198,950
Interest
$125,680
Net gain from sales of assets
$112,877

Expenses

Grants and similar amounts paid
$363,500
Compensation of officers, directors and key employees
$113,134
Disbursements for charitable purposes
$450,194
Excise tax on investment income
$5,654

Balance sheet and other

Total assets, start of year
$7,115,527
Total assets, end of year
$7,073,942
Total liabilities, end of year
$0
Net assets, end of year
$7,073,942
Fair market value of assets
$9,703,621
Qualifying distributions
$450,194
Net investment income
$437,507

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
UNITED SOUTHERN BANK TRUST DEP
PO BOX 1925, EUSTIS, FL 32727
CO-TRUSTEE40$74,923
H JOHN FELDMAN
1409 SOUTH 9TH ST, LEESBURG, FL 34748
CO-TRUSTEE1$38,211
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
UNITED SOUTHERN BANK TRUST DEP
PO BOX 1925, EUSTIS, FL 32727
CO-TRUSTEE40$72,748
H JOHN FELDMAN
1409 SOUTH 9TH ST, LEESBURG, FL 34748
CO-TRUSTEE1$31,319
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
UNITED SOUTHERN BANK TRUST DEP
PO BOX 1925, EUSTIS, FL 32727
CO-TRUSTEE40$67,100
H JOHN FELDMAN
1409 SOUTH 9TH ST, LEESBURG, FL 34748
CO-TRUSTEE1$16,935

Address and contacts

Address (IRS master file)
PO BOX 1925, EUSTIS, FL 32727-1925
In care of
% ANDRE B NACAXE
Signed the 990-PF
USBTD, TRUSTEE
Phone
(352) 483-5880
Return prepared by
GREENLEE KURRAS RICE & BROWN PA

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
81-6709847
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
2016
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$7,073,942
Income (IRS master file)
$2,179,713

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$437,507$479,092$7,073,942XML
990-PFDecember 2024$478,040$436,833$7,115,527XML
990-PFDecember 2023$305,783$328,210$7,076,043XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 81-6709847).

Questions about ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA

What is the EIN of ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA?
The employer identification number (EIN) of ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA is 81-6709847.
Is ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA file?
Form 990-PF. Private foundations file every year.
When is the next return of ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA 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 ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA 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 ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $74,923 (UNITED SOUTHERN BANK TRUST DEP, CO-TRUSTEE).
How much revenue does ARTHUR J AND ESTHER A@OHLSSON CHARITABLE TRUST CREATED UTA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $437,507, expenses of $479,092 and total assets of $7,073,942 at year end.

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