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J Homer & Josephine M Kegerreis Memorial Tr

  • Orlando, FL
  • Tax-exempt since Feb. 2011
  • EIN: 27-6882143

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$63k (2024)

Expenses
$48.3k (2024)

Total Assets
$805k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,988
Expenses
$48,342
Net Income
$14,646
Net Assets
$805,241
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,412
30.8%
Sales of Assets $42,998
68.3%
Other Income $578
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,549
88.0%
Compensation of Officers* $11,423
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $805,241
Total Liabilities $0
Net Assets $805,241
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $11,423 $0

Document Links

990-PF
Filed on April 18, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,497
Expenses
$43,308
Net Income
-$39,811
Net Assets
$790,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $498
14.2%
Dividends $17,088
> 100%
Sales of Assets -$14,089
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,842
89.7%
Compensation of Officers* $8,223
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $790,581
Total Liabilities $0
Net Assets $790,581
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $8,223 $0

Document Links

990-PF
Filed on April 17, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,586
Expenses
$24,554
Net Income
$49,032
Net Assets
$830,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $211
0.3%
Dividends $15,043
20.4%
Sales of Assets $58,332
79.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,022
69.3%
Compensation of Officers* $10,002
40.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $830,600
Total Liabilities $0
Net Assets $830,600
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $10,002 $0

Document Links

990-PF
Filed on May 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,552
Expenses
$52,326
Net Income
$69,226
Net Assets
$781,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $120
0.1%
Dividends $16,693
13.7%
Sales of Assets $104,739
86.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,503
87.0%
Compensation of Officers* $11,006
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $781,847
Total Liabilities $0
Net Assets $781,847
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $11,006 $0

Document Links

990-PF
Filed on April 25, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,320
Expenses
$49,278
Net Income
$15,042
Net Assets
$712,640
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,904
21.6%
Sales of Assets $50,416
78.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,308
89.9%
Compensation of Officers* $8,616
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 $712,641
Total Liabilities $1
Net Assets $712,640
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Branch Banking And (Trustee) $8,616 $0

Document Links

990-PF
Filed on April 27, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,445
Expenses
$47,685
Net Income
-$15,240
Net Assets
$697,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,447
63.0%
Sales of Assets $11,758
36.2%
Other Income $240
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,000
79.7%
Compensation of Officers* $9,278
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $697,818
Total Liabilities $1
Net Assets $697,817
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee / Part Time) $9,278 $0

Document Links

990-PF
Filed on April 16, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,826
Expenses
$66,595
Net Income
-$20,769
Net Assets
$713,069
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,440
44.6%
Sales of Assets $25,386
55.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,500
83.3%
Compensation of Officers* $9,450
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $713,069
Total Liabilities $0
Net Assets $713,069
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee / Part Time) $9,450 $0

Document Links

990-PF
Filed on May 6, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,225
Expenses
$46,076
Net Income
$12,149
Net Assets
$733,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $579
1.0%
Interest Revenue $427
0.7%
Dividends $18,605
32.0%
Sales of Assets $38,614
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
76.0%
Compensation of Officers* $9,583
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $733,051
Total Liabilities $0
Net Assets $733,051
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Co (Trustee / Part Time) $9,583 $0

Document Links

990-PF
Filed on April 11, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,673
Expenses
$51,230
Net Income
$24,443
Net Assets
$721,274
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $621
0.8%
Interest Revenue $1,846
2.4%
Dividends $19,879
26.3%
Sales of Assets $52,947
70.0%
Other Income $380
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,400
80.8%
Compensation of Officers* $9,506
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $721,274
Total Liabilities $0
Net Assets $721,274
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee / Part Time) $9,506 $0

Document Links

990-PF
Filed on April 19, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,993
Expenses
$50,600
Net Income
-$27,607
Net Assets
$704,085
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $19,167
83.4%
Sales of Assets $3,821
16.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,800
78.7%
Compensation of Officers* $9,576
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $704,085
Total Liabilities $0
Net Assets $704,085
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee / Part Time) $9,576 $0

Document Links

990-PF
Filed on May 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,230
Expenses
$48,285
Net Income
$25,945
Net Assets
$725,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $20,430
27.5%
Sales of Assets $53,349
71.9%
Other Income $447
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,200
79.1%
Compensation of Officers* $9,826
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $725,022
Total Liabilities $0
Net Assets $725,022
Compensation
Key Employees and Officers Compensation Other
Susquehanna Trust And Investment Co (Trustee / Part Time) $9,826 $0

Document Links

990-PF
Filed on May 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,237
Expenses
$47,566
Net Income
-$17,329
Net Assets
$699,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $21,982
72.7%
Sales of Assets $8,253
27.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,500
78.8%
Compensation of Officers* $9,344
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $699,903
Total Liabilities $0
Net Assets $699,903
Compensation
Key Employees and Officers Compensation Other
Susquehanna Trust And Investment Co (Trustee / Part Time) $9,344 $0

Document Links

990-PF
Filed on May 13, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,981
Expenses
$46,878
Net Income
-$7,897
Net Assets
$717,316
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $20,774
53.3%
Sales of Assets $18,205
46.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,500
80.0%
Compensation of Officers* $9,151
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $717,317
Total Liabilities $1
Net Assets $717,316

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,744
Expenses
$43,117
Net Income
-$20,373
Net Assets
$724,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $17,520
77.0%
Sales of Assets $5,221
23.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,500
70.7%
Compensation of Officers* $9,193
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $724,855
Total Liabilities $1
Net Assets $724,854

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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.

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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.

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