Truist Bank As Trustee Under The Wi Ll Of Hazel M Spencer

  • Orlando, FL
  • Tax-exempt since Sept. 2025
  • EIN: 59-6627154

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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

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
$22,739
Expenses
$24,346
Net Income
-$1,607
Net Assets
$321,451
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40
0.2%
Dividends $9,610
42.3%
Sales of Assets $12,591
55.4%
Other Income $498
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,461
79.9%
Compensation of Officers* $9,491
39.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $321,451
Total Liabilities $0
Net Assets $321,451
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $9,491 $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
$9,342
Expenses
$16,769
Net Income
-$7,427
Net Assets
$323,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $306
3.3%
Dividends $8,581
91.9%
Sales of Assets $455
4.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,883
82.8%
Compensation of Officers* $5,125
30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $323,041
Total Liabilities $0
Net Assets $323,041
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $5,125 $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
$10,509
Expenses
$48,668
Net Income
-$38,159
Net Assets
$330,587
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $166
1.6%
Dividends $7,098
67.5%
Sales of Assets $3,245
30.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,402
74.8%
Compensation of Officers* $8,795
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $330,587
Total Liabilities $0
Net Assets $330,587
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $8,795 $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
$46,589
Expenses
$9,658
Net Income
$36,931
Net Assets
$368,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $8,221
17.6%
Sales of Assets $38,366
82.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,815
49.9%
Compensation of Officers* $9,630
99.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $368,790
Total Liabilities $0
Net Assets $368,790
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $9,630 $0

Document Links

990-PF
Filed on Sept. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,940
Expenses
$13,105
Net Income
-$3,165
Net Assets
$331,902
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $85
0.9%
Dividends $6,949
69.9%
Sales of Assets $2,906
29.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,264
63.1%
Compensation of Officers* $8,328
63.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $331,902
Total Liabilities $0
Net Assets $331,902
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $8,328 $0

Document Links

990-PF
Filed on Nov. 8, 2021

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

View Filing
XML

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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About Nonprofit Explorer

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.

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