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Nonprofit · EIN 58-6025990

JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY

Tax-exempt · ORLANDO, FL 32891

Financials

$36K$74K2023$85K$72K2024$73K$79K2025
Revenue Expenses · by fiscal year end
Financials of JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$72,588$79,054-$6,466$1,379,098$0$1,379,098
December 31, 2024990-PF$85,466$71,694$13,772$1,385,526$0$1,385,526
December 31, 2023990-PF$36,217$73,887-$37,670$1,371,336$0$1,371,336
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,685
Net gain from sales of assets
$38,903

Expenses

Grants and similar amounts paid
$65,972
Compensation of officers, directors and key employees
$9,537
Disbursements for charitable purposes
$72,241
Excise tax on investment income
$936

Balance sheet and other

Total assets, start of year
$1,385,526
Total assets, end of year
$1,379,098
Total liabilities, end of year
$0
Net assets, end of year
$1,379,098
Fair market value of assets
$1,622,856
Qualifying distributions
$72,241
Net investment income
$72,363

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
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$9,537
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$9,177
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$8,045

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 813-9304
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 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
58-6025990
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
1945
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,379,098
Income (IRS master file)
$459,214

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$72,588$79,054$1,379,098XML
990-PFDecember 2024$85,466$71,694$1,385,526XML
990-PFDecember 2023$36,217$73,887$1,371,336XML
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 58-6025990).

Questions about JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY

What is the EIN of JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY?
The employer identification number (EIN) of JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY is 58-6025990.
Is JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
Are donations to JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY 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 JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY 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 JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,537 (TRUIST BANK, TRUSTEE).
How much revenue does JAMES S DOZIER TESTAMENTARY TR FBO ATLANTA HOSPITALS TRUST COMPANY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,588, expenses of $79,054 and total assets of $1,379,098 at year end.

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