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Nonprofit · EIN 59-6920693

G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$72K$169K2022$125K$204K2023$258K$230K2024
Revenue Expenses · by fiscal year end
Financials of G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$258,327$230,250$28,077$3,544,405$0$3,544,405
November 30, 2024990-PF$125,016$203,809-$78,793$3,517,014$0$3,517,014
November 30, 2023990-PF$71,657$168,954-$97,297$3,595,822$0$3,595,822
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$100,021
Net gain from sales of assets
$158,306

Expenses

Grants and similar amounts paid
$179,614
Compensation of officers, directors and key employees
$45,776
Disbursements for charitable purposes
$205,002
Excise tax on investment income
$3,266

Balance sheet and other

Total assets, start of year
$3,517,014
Total assets, end of year
$3,544,405
Total liabilities, end of year
$0
Net assets, end of year
$3,544,405
Fair market value of assets
$4,697,091
Qualifying distributions
$205,002
Net investment income
$258,327

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
CO-TRUSTEE1$39,776
ALFRED C HALIDAY JR
PO BOX 387, LEESBURG, FL 34749
CO-TRUSTEE1$2,000
DAVID L WEISS
PO BOX 546, EUSTIS, FL 32727
CO-TRUSTEE1$2,000
J STEPHEN PULLIUM
382 VISTA OAK DR, LONGWOOD, FL 32779
CO-TRUSTEE1$2,000
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
CO-TRUSTEE1$37,512
ALFRED C HALIDAY JR
PO BOX 490387, LEESBURG, FL 34749
CO-TRUSTEE1$2,000
DAVID L WEISS
PO BOX 546, EUSTIS, FL 32727
CO-TRUSTEE1$2,000
J STEPHEN PULLIUM
382 VISTA OAK DR, LONGWOOD, FL 32779
CO-TRUSTEE1$2,000
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
CO-TRUSTEE1$34,061
ALFRED C HALIDAY JR
PO BOX 490387, LEESBURG, FL 34749
CO-TRUSTEE1$2,000
DAVID L WEISS
PO BOX 546, EUSTIS, FL 32727
CO-TRUSTEE1$2,000
J STEPHEN PULLIUM
382 VISTA OAK DR, LONGWOOD, FL 32779
CO-TRUSTEE1$2,000

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUN BANK NA TTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(407) 237-5986
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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
59-6920693
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
1990
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$3,544,405
Income (IRS master file)
$788,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$258,327$230,250$3,544,405XML
990-PFNovember 2024$125,016$203,809$3,517,014XML
990-PFNovember 2023$71,657$168,954$3,595,822XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 59-6920693).

Questions about G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST

What is the EIN of G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST?
The employer identification number (EIN) of G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST is 59-6920693.
Is G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST?
The 990-PF for the year ended November 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $39,776 (TRUIST BANK, CO-TRUSTEE).
How much revenue does G ROY AND ELIZABETH C MARTIN CHARITABLE TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $258,327, expenses of $230,250 and total assets of $3,544,405 at year end.

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