Nonprofit · EIN 20-2651465
HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $379,064 | $428,738 | -$49,674 | $8,572,238 | $0 | $8,572,238 |
| December 31, 2024 | 990 | $1,356,855 | $402,032 | $954,823 | $8,621,540 | $0 | $8,621,540 |
| December 31, 2023 | 990 | -$453,503 | $388,228 | -$841,731 | $7,645,772 | $0 | $7,645,772 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $145,265
- Investment income
- $233,799
- Net gain from sales of assets
- -$57,376
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $29,539
- Salaries, compensation and benefits (total)
- $29,539
- Professional fundraising fees
- $0
- Legal fees
- $300
- Accounting fees
- $1,980
Balance sheet and other
- Total assets, start of year
- $8,621,540
- Total assets, end of year
- $8,572,238
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,572,238
- Publicly traded securities
- $7,671,080
- Net assets with donor restrictions
- $8,572,238
- Gross receipts
- $40,863,898
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- TN
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 |
|---|---|---|---|
| TRUIST BANK FORMERLY SUNTRUST BANK | TRUSTEE Institutional trustee | 1 | $29,539 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| TRUIST BANK FORMERLY SUNTRUST BANK | TRUSTEE Institutional trustee | 1 | $0 | $27,815 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| TRUIST BANK FORMERLY SUNTRUST BANK | TRUSTEE Institutional trustee | 1 | $0 | $36,558 |
Address and contacts
- Address (IRS master file)
- 333 S GARLAND AVE STE 17, ORLANDO, FL 32801-3356
- In care of
- % SUNTRUST BANK ATTN-MARILYN GRIGSB
- Principal officer (990 for 2025)
- TRUIST BANK, 333 S GARLAND AVE 17FL MC 886 17 50, ORLANDO, FL 32801
- Signed the 990
- TRUIST BANK, TRUSTEE
- Phone
- (423) 237-5907
- Return prepared by
- BLACKBURN CHILDERS & STEAGALL PLC
Mission
IMPROVEMENT CARE AND MAINTENANCE OF CEMETERY.
Program accomplishments
- CARE AND MAINTENANCE OF CEMETERIES OWNED IN TENNESSEE.
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
- 20-2651465
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $8,572,238
- Income (IRS master file)
- $40,863,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $379,064 | $428,738 | $8,572,238 | IRS |
| 990 | December 2024 | $1,356,855 | $402,032 | $8,621,540 | IRS |
| 990 | December 2023 | -$453,503 | $388,228 | $7,645,772 | XML |
| 990 | December 2022 | $221,430 | $508,272 | $8,507,846 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 20-2651465).
Questions about HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE
- What is the EIN of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE?
- The employer identification number (EIN) of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE is 20-2651465.
- Is HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2005.
- Are donations to HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE 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 HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE?
- The 990 for the year ended December 31, 2025 names TRUIST BANK.
- Who are the officers and directors of HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $29,539 (TRUIST BANK FORMERLY SUNTRUST BANK, TRUSTEE).
- How much revenue does HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST TENNESSEE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $379,064, expenses of $428,738 and total assets of $8,572,238 at year end.
Other nonprofits in ORLANDO
- CENTRAL FLORIDA TOURISM OVERSIGHT DISTRICT VOLUNTARY EMPLOYEES BENEF EIN 82-6932774 · last filed 990 for 2023
- C1 GOVCON SOLUTION VEBA TRUST EIN 26-3971732 · last filed 990 for 2023
- MUSLIM CEMETERY OF CENTRAL FLORIDA INC EIN 45-1067986 · last filed 990 for 2024
- OAK RIDGE CEMETERY TRUST 07281970 EIN 62-6113476 · last filed 990 for 2025
- IUPAT DISTRICT COUNCIL 78 LABOR-MANAGEMENT FUND EIN 82-3575916 · last filed 990-EZ for 2024
- HOSPITALITY FINANCIAL AND TECH PROFESSIONALS HFTP MID FLORIDA EIN 65-0038596 · last filed 990-EZ for 2025
- HERITAGE MASTER CEMETERY PERPETUAL CARE TRUST VIRGINIA EIN 20-2651528 · last filed 990 for 2025
- FUNDACION CASA DE VENEZUELA ORLANDO EIN 87-1511209 · last filed 990-PF for 2025
All nonprofits in ORLANDO · Florida · Mutual and membership benefit