Harvey Russell Henry & Nancy Ragland Henry Memorial Trust 4260

  • Orlando, FL
  • Tax-exempt since May 1990
  • EIN: 61-6032499

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
$131,176
Expenses
$91,331
Net Income
$39,845
Net Assets
$1,526,809
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $570
0.4%
Dividends $43,159
32.9%
Sales of Assets $85,029
64.8%
Other Income $2,418
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,742
78.6%
Compensation of Officers* $10,839
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,526,809
Total Liabilities $0
Net Assets $1,526,809
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $10,839 $0

Document Links

990-PF
Filed on June 4, 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
$95,851
Expenses
$85,130
Net Income
$10,721
Net Assets
$1,473,422
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,526
1.6%
Dividends $52,430
54.7%
Sales of Assets $41,895
43.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,046
91.7%
Compensation of Officers* $13,095
15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,473,422
Total Liabilities $0
Net Assets $1,473,422
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $13,095 $0

Document Links

990-PF
Filed on April 19, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,023
Expenses
$131,920
Net Income
-$41,897
Net Assets
$1,464,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,315
1.5%
Dividends $37,923
42.1%
Sales of Assets $50,785
56.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,661
91.5%
Compensation of Officers* $17,457
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,464,184
Total Liabilities $0
Net Assets $1,464,184
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $17,457 $0

Document Links

990-PF
Filed on May 3, 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
$138,562
Expenses
$46,161
Net Income
$92,401
Net Assets
$1,508,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $33,561
24.2%
Sales of Assets $104,984
75.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,380
20.3%
Compensation of Officers* $18,760
40.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,508,414
Total Liabilities $0
Net Assets $1,508,414
Compensation
Key Employees and Officers Compensation Other
Truist Bank (Trustee) $18,760 $0

Document Links

990-PF
Filed on Nov. 9, 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
$39,323
Expenses
$41,096
Net Income
-$1,773
Net Assets
$1,415,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,598
80.4%
Sales of Assets $7,725
19.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,501
79.1%
Compensation of Officers* $15,398
37.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,415,846
Total Liabilities $1
Net Assets $1,415,845
Compensation
Key Employees and Officers Compensation Other
Branch Banking And Trust Company (Trustee) $15,398 $0

Document Links

990-PF
Filed on Nov. 5, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,176
Expenses
$43,966
Net Income
$1,210
Net Assets
$1,417,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $36,839
81.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,337
18.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $15,714
35.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,417,303
Total Liabilities $0
Net Assets $1,417,303
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $15,714 $0 $0

Document Links

990
Filed on May 6, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,295
Expenses
$38,871
Net Income
$38,424
Net Assets
$1,416,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $32,934
42.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,361
57.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $15,648
40.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,416,295
Total Liabilities $0
Net Assets $1,416,295
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $15,648 $0 $0

Document Links

990
Filed on May 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,358
Expenses
$34,657
Net Income
$29,701
Net Assets
$1,377,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,769
43.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,589
56.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $15,511
44.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,377,018
Total Liabilities $0
Net Assets $1,377,018
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $15,511 $0 $0

Document Links

990
Filed on April 23, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,590
Expenses
$32,934
Net Income
-$25,344
Net Assets
$1,347,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,754
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,164
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $14,542
44.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,347,691
Total Liabilities $0
Net Assets $1,347,691
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $14,542 $0 $0

Document Links

990
Filed on April 19, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,642
Expenses
$32,645
Net Income
$22,997
Net Assets
$1,372,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,906
46.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,736
53.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,575
50.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,372,849
Total Liabilities $0
Net Assets $1,372,849
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $16,575 $0 $0

Document Links

990
Filed on April 21, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$144,787
Expenses
$34,899
Net Income
$109,888
Net Assets
$1,350,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,612
19.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $117,175
80.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,595
50.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,350,199
Total Liabilities $0
Net Assets $1,350,199
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $17,595 $0 $0

Document Links

990
Filed on April 29, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,410
Expenses
$41,916
Net Income
$61,494
Net Assets
$1,239,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $31,047
30.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $72,363
70.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,472
41.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,239,682
Total Liabilities $0
Net Assets $1,239,682
Compensation
Key Employees and Officers Compensation Related Other
Branch Banking & Trust Company (Trustee) $23,939 $0 $0

Document Links

990
Filed on May 6, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

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

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

PDF

Fiscal Year Ending Dec.
2011

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

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’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-EZ

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

PDF

Fiscal Year Ending Dec.
2007

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

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

PDF

Fiscal Year Ending Dec.
2006

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

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

PDF

Fiscal Year Ending Dec.
2005

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

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

PDF

Fiscal Year Ending Dec.
2001

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

Primary tax return for a nonprofit’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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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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