Nonprofit · EIN 82-6387611
WILLIAM T BLAND JR CHARITABLE TRUST
Tax-exempt · MOUNT DORA, FL 32756
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,892,763 | $2,197,820 | $2,694,943 | $42,377,917 | $0 | $42,377,917 |
| December 31, 2024 | 990-PF | $3,346,007 | $2,534,193 | $811,814 | $39,682,974 | $0 | $39,682,974 |
| December 31, 2023 | 990-PF | $1,950,558 | $5,552,242 | -$3,601,684 | $38,422,644 | $0 | $38,422,644 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $988,938
- Net gain from sales of assets
- $3,863,679
- Other income
- $40,146
Expenses
- Grants and similar amounts paid
- $1,761,311
- Compensation of officers, directors and key employees
- $262,048
- Disbursements for charitable purposes
- $1,968,424
- Excise tax on investment income
- $65,974
Balance sheet and other
- Total assets, start of year
- $39,682,974
- Total assets, end of year
- $42,377,917
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,377,917
- Fair market value of assets
- $52,181,614
- Qualifying distributions
- $1,968,424
- Net investment income
- $4,852,617
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 |
|---|---|---|---|
| FIRST NATIONAL BANK OF MT DORA PO BOX 1406, MOUNT DORA, FL 32756 | Trustee | 40 | $250,048 |
| JOHN D PEASE III PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $6,000 |
| CLARE L GARNER JR PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $6,000 |
| JOHN D PEASE IV PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NATIONAL BANK OF MT DORA PO BOX 1406, MOUNT DORA, FL 32756 | Trustee | 40 | $235,475 |
| JOHN D PEASE III PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $6,000 |
| CLARE L GARNER JR PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $6,000 |
| JOHN D PEASE IV PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST NATIONAL BANK OF MT DORA PO BOX 1406, MOUNT DORA, FL 32756 | Trustee | 40 | $236,716 |
| JOHN D PEASE III PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $3,000 |
| CLARE L GARNER JR PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $3,000 |
| JOHN D PEASE IV PO BOX 1406, MOUNT DORA, FL 32756 | DIST COMMITTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1406, MOUNT DORA, FL 32756-1406
- In care of
- % JANICE EPAILLARD
- Signed the 990-PF
- JANICE EPAILLARD, VP & Trust Officer
- Phone
- (352) 383-2140
- Return prepared by
- GREENLEE KURRAS RICE & BROWN PA
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
- 82-6387611
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $42,377,917
- Income (IRS master file)
- $19,426,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,892,763 | $2,197,820 | $42,377,917 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $3,346,007 | $2,534,193 | $39,682,974 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,950,558 | $5,552,242 | $38,422,644 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 82-6387611).
Questions about WILLIAM T BLAND JR CHARITABLE TRUST
- What is the EIN of WILLIAM T BLAND JR CHARITABLE TRUST?
- The employer identification number (EIN) of WILLIAM T BLAND JR CHARITABLE TRUST is 82-6387611.
- Is WILLIAM T BLAND JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to WILLIAM T BLAND JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM T BLAND JR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM T BLAND JR CHARITABLE TRUST 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 WILLIAM T BLAND JR CHARITABLE TRUST 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 WILLIAM T BLAND JR CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $250,048 (FIRST NATIONAL BANK OF MT DORA, Trustee).
- How much revenue does WILLIAM T BLAND JR CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,892,763, expenses of $2,197,820 and total assets of $42,377,917 at year end.
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All nonprofits in MOUNT DORA · Florida · Philanthropy, voluntarism and grantmaking foundations