Nonprofit · EIN 62-6036523
ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,350 | $7,742 | $8,608 | $239,077 | $0 | $239,077 |
| December 31, 2024 | 990-PF | $19,841 | $20,077 | -$236 | $230,510 | $0 | $230,510 |
| December 31, 2023 | 990-PF | -$7,507 | $19,354 | -$26,861 | $230,676 | $0 | $230,676 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,845
- Net gain from sales of assets
- $10,505
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $5,831
- Disbursements for charitable purposes
- $4,415
- Excise tax on investment income
- $186
Balance sheet and other
- Total assets, start of year
- $230,510
- Total assets, end of year
- $239,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $239,077
- Fair market value of assets
- $290,137
- Qualifying distributions
- $4,415
- Net investment income
- $16,309
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 | $5,831 |
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 | $5,871 |
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 | $3,238 |
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
- (404) 813-2219
- 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
- 62-6036523
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $239,077
- Income (IRS master file)
- $70,713
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,350 | $7,742 | $239,077 | XML |
| 990-PF | December 2024 | $19,841 | $20,077 | $230,510 | XML |
| 990-PF | December 2023 | -$7,507 | $19,354 | $230,676 | 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 62-6036523).
Questions about ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL
- What is the EIN of ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL?
- The employer identification number (EIN) of ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL is 62-6036523.
- Is ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL 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 ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL 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 ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,831 (TRUIST BANK, TRUSTEE).
- How much revenue does ANNE T THOMAS TRUST UW FBO HARVARD UNIVERSITY ETAL have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,350, expenses of $7,742 and total assets of $239,077 at year end.
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