Lloyd S Jackson Charitable Trust

Orlando, FL
Tax-exempt since April 1990
EIN: 23-6981019

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$80.1k (2024)

Expenses

$48.7k (2024)

Total Assets

$750k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$80,119

Expenses

$48,660

Net Income

$31,459

Net Assets

$750,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,862	26.0%
Sales of Assets	$59,257	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,239	90.9%
Compensation of Officers*	$8,212	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$750,457
Total Liabilities	$0
Net Assets	$750,457

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$8,212	$0

990-PF

Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$12,528

Expenses

$48,009

Net Income

-$60,537

Net Assets

$718,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,194
Sales of Assets	-$30,902
Other Income	$1,180

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,781	91.2%
Compensation of Officers*	$8,123	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$718,274
Total Liabilities	$0
Net Assets	$718,274

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$8,123	$0

990-PF

Filed on April 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,135

Expenses

$48,083

Net Income

-$42,948

Net Assets

$778,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71	1.4%
Dividends	$17,542	> 100%
Sales of Assets	-$12,478
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,808	89.0%
Compensation of Officers*	$8,615	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$778,836
Total Liabilities	$0
Net Assets	$778,836

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$8,615	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$115,691

Expenses

$52,177

Net Income

$63,514

Net Assets

$820,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$15,410	13.3%
Sales of Assets	$100,277	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,321	81.1%
Compensation of Officers*	$9,642	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,372
Total Liabilities	$0
Net Assets	$820,372

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$9,642	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$180,309

Expenses

$42,998

Net Income

$137,311

Net Assets

$757,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,865	7.1%
Sales of Assets	$167,221	92.7%
Other Income	$223	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,648	89.9%
Compensation of Officers*	$8,296	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,974
Total Liabilities	$1
Net Assets	$757,973

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$8,296	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$24,659

Expenses

$51,925

Net Income

-$27,266

Net Assets

$621,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,667	67.6%
Sales of Assets	$7,963	32.3%
Other Income	$29	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,750	84.3%
Compensation of Officers*	$7,903	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,284
Total Liabilities	$1
Net Assets	$621,283

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,903	$0

990-PF

Filed on June 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$64,139

Expenses

$45,896

Net Income

$18,243

Net Assets

$640,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,710	29.2%
Sales of Assets	$45,429	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,500	94.8%
Compensation of Officers*	$8,200	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$640,112
Total Liabilities	$0
Net Assets	$640,112

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$8,200	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$64,866

Expenses

$43,829

Net Income

$21,037

Net Assets

$621,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,795	25.9%
Sales of Assets	$48,071	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,300	80.5%
Compensation of Officers*	$7,960	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,870
Total Liabilities	$0
Net Assets	$621,870

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,960	$0

990-PF

Filed on April 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$38,323

Expenses

$43,413

Net Income

-$5,090

Net Assets

$600,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$15,593	40.7%
Sales of Assets	$22,415	58.5%
Other Income	$297	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,700	82.2%
Compensation of Officers*	$7,587	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,824
Total Liabilities	$0
Net Assets	$600,824

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$7,587	$0

990-PF

Filed on April 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$45,188

Expenses

$47,890

Net Income

-$2,702

Net Assets

$603,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$14,027	31.0%
Sales of Assets	$31,126	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,500	80.4%
Compensation of Officers*	$8,043	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$603,915
Total Liabilities	$0
Net Assets	$603,915

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$8,043	$0

990-PF

Filed on May 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$59,836

Expenses

$43,499

Net Income

$16,337

Net Assets

$606,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.1%
Dividends	$14,738	24.6%
Sales of Assets	$45,066	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,500	77.0%
Compensation of Officers*	$8,193	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,619
Total Liabilities	$0
Net Assets	$606,619

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$8,193	$0

990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$49,338

Expenses

$41,431

Net Income

$7,907

Net Assets

$590,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.1%
Dividends	$14,854	30.1%
Sales of Assets	$34,453	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,500	80.9%
Compensation of Officers*	$7,624	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,280
Total Liabilities	$0
Net Assets	$590,280

Compensation

Key Employees and Officers	Compensation	Other
National Penn Investors Trust Compa (Trustee)	$7,624	$0

990-PF

Filed on April 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$34,027

Expenses

$37,684

Net Income

-$3,657

Net Assets

$582,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$16,034	47.1%
Sales of Assets	$17,388	51.1%
Other Income	$578	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,500	83.6%
Compensation of Officers*	$6,087	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$582,375
Total Liabilities	$1
Net Assets	$582,374

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$16,382

Expenses

$39,170

Net Income

-$22,788

Net Assets

$586,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.2%
Dividends	$14,848	90.6%
Sales of Assets	$1,499	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	83.0%
Compensation of Officers*	$5,278	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,750
Total Liabilities	$1
Net Assets	$586,749

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Lloyd S Jackson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $80.1k (2024)

Expenses $48.7k (2024)

Total Assets $750k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$80.1k (2024)

Expenses

$48.7k (2024)

Total Assets

$750k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001