Jo Berman Trust

Trust Co Of Ga Tr
  • Orlando, FL
  • EIN: 58-6020956

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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
$18,053
Expenses
$16,860
Net Income
$1,193
Net Assets
$163,831
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,499
30.5%
Sales of Assets $12,554
69.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,899
82.4%
Compensation of Officers* $5,857
34.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $163,831
Total Liabilities $0
Net Assets $163,831
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $5,857 $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
$6,422
Expenses
$6,777
Net Income
-$355
Net Assets
$162,635
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,099
79.4%
Sales of Assets $1,323
20.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,511
66.6%
Compensation of Officers* $4,276
63.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $162,635
Total Liabilities $0
Net Assets $162,635
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $4,276 $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
$9,195
Expenses
$28,377
Net Income
-$19,182
Net Assets
$163,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,440
48.3%
Sales of Assets $4,736
51.5%
Other Income $19
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,552
90.0%
Compensation of Officers* $5,650
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 $163,006
Total Liabilities $0
Net Assets $163,006
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $5,650 $0

Document Links

990-PF
Filed on May 1, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,373
Expenses
$8,767
Net Income
-$2,394
Net Assets
$182,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,960
62.1%
Sales of Assets $2,378
37.3%
Other Income $35
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,633
64.3%
Compensation of Officers* $6,267
71.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,198
Total Liabilities $0
Net Assets $182,198
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $6,267 $0

Document Links

990-PF
Filed on May 2, 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
$10,743
Expenses
$13,954
Net Income
-$3,211
Net Assets
$184,591
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,596
42.8%
Sales of Assets $6,145
57.2%
Other Income $2
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,157
80.0%
Compensation of Officers* $5,595
40.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $184,592
Total Liabilities $1
Net Assets $184,591
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $5,595 $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
$6,936
Expenses
$22,672
Net Income
-$15,736
Net Assets
$187,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,883
84.8%
Sales of Assets $1,053
15.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,393
85.5%
Compensation of Officers* $5,537
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $187,786
Total Liabilities $1
Net Assets $187,785
Compensation
Key Employees and Officers Compensation Other
Truist Bank Fka Suntrust Bank (Trustee) $5,537 $0

Document Links

990-PF
Filed on May 7, 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
$19,565
Expenses
$8,056
Net Income
$11,509
Net Assets
$203,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,308
27.1%
Sales of Assets $14,257
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,190
64.4%
Compensation of Officers* $5,380
66.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,501
Total Liabilities $0
Net Assets $203,501
Compensation
Key Employees and Officers Compensation Other
Suntrust Bank (President & Director) $5,380 $0

Document Links

990-PF
Filed on May 3, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

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

Fiscal Year Ending Dec.
2016

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

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,076
Expenses
$26,338
Net Income
-$14,262
Net Assets
$194,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,868
40.3%
Sales of Assets $7,208
59.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,672
89.9%
Compensation of Officers* $5,122
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $194,332
Total Liabilities $0
Net Assets $194,332

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,424
Expenses
$16,261
Net Income
-$9,837
Net Assets
$208,594
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,996
77.8%
Sales of Assets $1,428
22.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,647
83.9%
Compensation of Officers* $5,227
32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $208,594
Total Liabilities $0
Net Assets $208,594

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$16,388
Expenses
$6,804
Net Income
-$23,192
Net Assets
$218,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,523
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,265
62.7%
Compensation of Officers* $3,530
51.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $218,121
Total Liabilities $0
Net Assets $218,121

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,872
Expenses
$20,699
Net Income
$20,173
Net Assets
$243,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,944
12.1%
Sales of Assets $35,928
87.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,617
89.9%
Compensation of Officers* $1,500
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,755
Total Liabilities $0
Net Assets $243,755

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
$4,769
Expenses
$4,734
Net Income
$35
Net Assets
$221,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,515
94.7%
Sales of Assets $254
5.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,250
68.7%
Compensation of Officers* $150
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $221,250
Total Liabilities $0
Net Assets $221,250

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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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