Nonprofit · EIN 62-6187596
PAUL HOLBROOK CHARITABLE TRUST
Also known as DIVISION
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $108,013 | $79,065 | $28,948 | $1,062,491 | $0 | $1,062,491 |
| May 31, 2025 | 990-PF | $55,974 | $74,319 | -$18,345 | $1,033,707 | $0 | $1,033,707 |
| May 31, 2024 | 990-PF | $16,595 | $75,740 | -$59,145 | $1,052,230 | $0 | $1,052,230 |
| May 31, 2022 | 990-PF | $163,057 | $91,895 | $71,162 | $1,153,108 | $0 | $1,153,108 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $27,360
- Net gain from sales of assets
- $80,653
Expenses
- Grants and similar amounts paid
- $64,672
- Compensation of officers, directors and key employees
- $11,620
- Disbursements for charitable purposes
- $71,982
- Excise tax on investment income
- $1,416
Balance sheet and other
- Total assets, start of year
- $1,033,707
- Total assets, end of year
- $1,062,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,062,491
- Fair market value of assets
- $1,411,917
- Qualifying distributions
- $71,982
- Net investment income
- $107,867
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,620 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $11,828 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $10,346 |
990-PF for the year ended May 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $22,472 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % FINANCIAL SERVICES DIVISION
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (404) 813-2176
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6187596
- 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
- 1991
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,062,491
- Income (IRS master file)
- $347,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $108,013 | $79,065 | $1,062,491 | XML |
| 990-PF | May 2025 | $55,974 | $74,319 | $1,033,707 | XML |
| 990-PF | May 2024 | $16,595 | $75,740 | $1,052,230 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | $163,057 | $91,895 | $1,153,108 | XML |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 62-6187596).
Questions about PAUL HOLBROOK CHARITABLE TRUST
- What is the EIN of PAUL HOLBROOK CHARITABLE TRUST?
- The employer identification number (EIN) of PAUL HOLBROOK CHARITABLE TRUST is 62-6187596.
- Is PAUL HOLBROOK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to PAUL HOLBROOK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL HOLBROOK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL HOLBROOK CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL HOLBROOK CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of PAUL HOLBROOK CHARITABLE TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $11,620 (TRUIST BANK, TRUSTEE).
- How much revenue does PAUL HOLBROOK CHARITABLE TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $108,013, expenses of $79,065 and total assets of $1,062,491 at year end.
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