Nonprofit · EIN 52-6080535
SHEA JAMES MC D NO 5545
Also known as NATIONAL SAVINGS & TRUST CO
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $240,172 | $171,221 | $68,951 | $2,902,418 | $0 | $2,902,418 |
| December 31, 2024 | 990-PF | $195,491 | $148,669 | $46,822 | $2,833,773 | $0 | $2,833,773 |
| December 31, 2023 | 990-PF | -$153,418 | $174,242 | -$327,660 | $2,785,213 | $0 | $2,785,213 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $84,029
- Net gain from sales of assets
- $156,143
Expenses
- Grants and similar amounts paid
- $143,325
- Compensation of officers, directors and key employees
- $22,506
- Disbursements for charitable purposes
- $156,078
- Excise tax on investment income
- $3,171
Balance sheet and other
- Total assets, start of year
- $2,833,773
- Total assets, end of year
- $2,902,418
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,902,418
- Fair market value of assets
- $3,439,225
- Qualifying distributions
- $156,078
- Net investment income
- $239,811
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $22,506 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $23,601 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $42,307 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % TRUST TAX SERVICES
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 270-8229
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-6080535
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,902,418
- Income (IRS master file)
- $893,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $240,172 | $171,221 | $2,902,418 | XML |
| 990-PF | December 2024 | $195,491 | $148,669 | $2,833,773 | XML |
| 990-PF | December 2023 | -$153,418 | $174,242 | $2,785,213 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 52-6080535).
Questions about SHEA JAMES MC D NO 5545
- What is the EIN of SHEA JAMES MC D NO 5545?
- The employer identification number (EIN) of SHEA JAMES MC D NO 5545 is 52-6080535.
- Is SHEA JAMES MC D NO 5545 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does SHEA JAMES MC D NO 5545 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEA JAMES MC D NO 5545 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 SHEA JAMES MC D NO 5545 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 SHEA JAMES MC D NO 5545?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,506 (TRUIST BANK, TRUSTEE).
- How much revenue does SHEA JAMES MC D NO 5545 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $240,172, expenses of $171,221 and total assets of $2,902,418 at year end.
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