Victor R Small Trust

Orlando, FL
Tax-exempt since Aug. 1974
EIN: 56-6127576

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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

$73.4k (2025)

Expenses

$55.9k (2025)

Total Assets

$946k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$73,410

Expenses

$55,919

Net Income

$17,491

Net Assets

$945,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,827	37.9%
Sales of Assets	$45,583	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,965	89.4%
Compensation of Officers*	$11,133	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$945,839
Total Liabilities	$0
Net Assets	$945,839

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$11,133	$0

990-PF

Filed on Aug. 28, 2025

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

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Fiscal Year Ending June
2024

Revenue

$26,524

Expenses

$43,604

Net Income

-$17,080

Net Assets

$928,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80	0.3%
Dividends	$23,780	89.7%
Sales of Assets	$1,051	4.0%
Other Income	$1,613	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,059	87.3%
Compensation of Officers*	$10,986	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$928,499
Total Liabilities	$0
Net Assets	$928,499

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$10,986	$0

990-PF

Filed on Aug. 29, 2024

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

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Fiscal Year Ending June
2023

Revenue

-$10,863

Expenses

$174,322

Net Income

-$185,185

Net Assets

$945,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,505
Dividends	$21,673
Sales of Assets	-$34,041
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,635	95.0%
Compensation of Officers*	$14,150	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$945,619
Total Liabilities	$0
Net Assets	$945,619

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$14,150	$0

990-PF

Filed on Oct. 4, 2023

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

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Fiscal Year Ending June
2022

Revenue

$140,906

Expenses

$61,292

Net Income

$79,614

Net Assets

$1,130,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$24,897	17.7%
Sales of Assets	$115,978	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,025	80.0%
Compensation of Officers*	$17,294	28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,130,961
Total Liabilities	$0
Net Assets	$1,130,961

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$17,294	$0

990-PF

Filed on May 1, 2023

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

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Fiscal Year Ending June
2021

Revenue

$124,002

Expenses

$18,390

Net Income

$105,612

Net Assets

$1,021,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,223	15.5%
Sales of Assets	$104,779	84.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,227	55.6%
Compensation of Officers*	$15,946	86.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,021,952
Total Liabilities	$0
Net Assets	$1,021,952

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$15,946	$0

990-PF

Filed on May 9, 2022

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

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Fiscal Year Ending June
2020

Revenue

$39,361

Expenses

$94,422

Net Income

-$55,061

Net Assets

$946,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,020	66.1%
Sales of Assets	$11,980	30.4%
Other Income	$1,361	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,083	82.7%
Compensation of Officers*	$15,820	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	$946,606
Total Liabilities	$1
Net Assets	$946,605

Compensation

Key Employees and Officers	Compensation	Other
Austin Owen (Trustee)	$15,820	$0

990-PF

Filed on Aug. 31, 2020

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

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Fiscal Year Ending June
2019

Revenue

$38,948

Expenses

$65,501

Net Income

-$26,553

Net Assets

$1,001,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,972	74.4%
Sales of Assets	$6,160	15.8%
Other Income	$3,816	9.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,277	73.7%
Compensation of Officers*	$15,633	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,751
Total Liabilities	$0
Net Assets	$1,001,751

Compensation

Key Employees and Officers	Compensation	Other
Austin Owen (Trustee)	$15,633	$0

990-PF

Filed on Sept. 11, 2019

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

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Fiscal Year Ending June
2018

Revenue

$122,489

Expenses

$71,250

Net Income

$51,239

Net Assets

$1,028,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,049	19.6%
Sales of Assets	$98,440	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,423	63.8%
Compensation of Officers*	$16,019	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,028,308
Total Liabilities	$0
Net Assets	$1,028,308

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$16,019	$0

990-PF

Filed on Aug. 9, 2018

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

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Fiscal Year Ending June
2017

Revenue

$365,460

Expenses

$53,276

Net Income

$312,184

Net Assets

$975,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,006	6.0%
Sales of Assets	$343,454	94.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,496	49.7%
Compensation of Officers*	$15,527	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$975,911
Total Liabilities	$0
Net Assets	$975,911

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$15,527	$0

990-PF

Filed on Aug. 22, 2017

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

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Fiscal Year Ending June
2016

Revenue

$636,654

Expenses

$84,029

Net Income

$552,625

Net Assets

$664,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,967	0.8%
Sales of Assets	$626,328	98.4%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,444	75.5%
Compensation of Officers*	$15,729	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$664,234
Total Liabilities	$0
Net Assets	$664,234

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust (Trustee)	$15,729	$0

990-PF

Filed on Aug. 29, 2016

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

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Fiscal Year Ending June
2015

Revenue

$9,744

Expenses

$68,150

Net Income

-$58,406

Net Assets

$112,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.2%
Dividends	$990	10.2%
Sales of Assets	$3,167	32.5%
Other Income	$90	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,765	70.1%
Compensation of Officers*	$14,988	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,287
Total Liabilities	$0
Net Assets	$112,287

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$14,988	$0

990-PF

Filed on Sept. 2, 2015

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

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Fiscal Year Ending June
2014

Revenue

$29,671

Expenses

$76,482

Net Income

-$46,811

Net Assets

$170,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100	0.3%
Dividends	$1,960	6.6%
Sales of Assets	$22,130	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,521	68.7%
Compensation of Officers*	$15,763	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$170,663
Total Liabilities	$0
Net Assets	$170,663

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$15,763	$0

990-PF

Filed on July 15, 2014

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

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Fiscal Year Ending June
2013

Revenue

$39,606

Expenses

$75,618

Net Income

-$36,012

Net Assets

$217,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,868	7.2%
Sales of Assets	$31,257	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,773	71.1%
Compensation of Officers*	$16,201	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$217,387
Total Liabilities	$1
Net Assets	$217,386

990-PF

Filed on Nov. 14, 2013

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

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Fiscal Year Ending June
2012

Revenue

$25,510

Expenses

$72,609

Net Income

-$47,099

Net Assets

$253,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,101	16.1%
Sales of Assets	$19,786	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,922	70.1%
Compensation of Officers*	$16,114	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,288
Total Liabilities	$1
Net Assets	$253,287

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

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

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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.

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Updated January 26, 2026

Victor R Small Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $73.4k (2025)

Expenses $55.9k (2025)

Total Assets $946k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$73.4k (2025)

Expenses

$55.9k (2025)

Total Assets

$946k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2008

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2002