Herman E & Helen H Turner Foundation Trust

Turner Sr Richard E Etal Co Ttee

Holmes Beach, FL
Tax-exempt since April 1999
EIN: 65-6260563

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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.

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

Donations to this organization are tax deductible.

Revenue

$178k (2024)

Expenses

$195k (2024)

Total Assets

$781k (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

Revenue

$177,660

Expenses

$195,080

Net Income

-$17,420

Net Assets

$781,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,628	20.6%
Sales of Assets	$141,032	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,000	83.0%
Compensation of Officers*	$45,000	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$781,441
Total Liabilities	$0
Net Assets	$781,441

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$15,000	$0
Jay F Turner (Co Trustee)	$15,000	$0
Brian H Turner (Co Trustee)	$15,000	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on April 28, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$55,523

Expenses

$122,601

Net Income

-$67,078

Net Assets

$799,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,441	60.2%
Sales of Assets	$22,082	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,000	89.7%
Compensation of Officers*	$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	$799,064
Total Liabilities	$0
Net Assets	$799,064

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Sr (Co Trustee)	$0	$0
Richard E Turner Jr (Co Trustee)	$0	$0
Jay F Turner (Co Trustee)	$0	$0
Brian H Turner (Co Trustee)	$0	$0

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990-PF

Filed on June 11, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$88,687

Expenses

$60,809

Net Income

$27,878

Net Assets

$867,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,798	39.2%
Sales of Assets	$53,889	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,500	63.3%
Compensation of Officers*	$22,500	37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$867,142
Total Liabilities	$0
Net Assets	$867,142

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on Aug. 16, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$49,215

Expenses

$169,051

Net Income

-$119,836

Net Assets

$839,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,085	79.4%
Sales of Assets	$10,130	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,000	85.2%
Compensation of Officers*	$22,500	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$839,357
Total Liabilities	$0
Net Assets	$839,357

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on March 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$114,299

Expenses

$111,631

Net Income

$2,668

Net Assets

$905,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,706	32.1%
Sales of Assets	$77,593	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,500	79.3%
Compensation of Officers*	$22,500	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$905,657
Total Liabilities	$1
Net Assets	$905,656

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on March 24, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$144,995

Expenses

$127,475

Net Income

$17,520

Net Assets

$897,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,551	27.3%
Sales of Assets	$105,444	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,000	85.5%
Compensation of Officers*	$15,000	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$897,232
Total Liabilities	$1
Net Assets	$897,231

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$5,000	$0
Jay F Turner (Co Trustee)	$5,000	$0
Brian H Turner (Co Trustee)	$5,000	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on March 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$104,135

Expenses

$157,698

Net Income

-$53,563

Net Assets

$878,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,220	40.5%
Sales of Assets	$61,915	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,500	81.5%
Compensation of Officers*	$22,500	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$878,726
Total Liabilities	$0
Net Assets	$878,726

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on June 6, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$190,722

Expenses

$202,683

Net Income

-$11,961

Net Assets

$935,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,323	20.6%
Sales of Assets	$151,399	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,000	89.3%
Compensation of Officers*	$22,500	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$935,558
Total Liabilities	$0
Net Assets	$935,558

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on June 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$64,992

Expenses

$205,066

Net Income

-$140,074

Net Assets

$959,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$359	0.6%
Dividends	$5,499	8.5%
Sales of Assets	$55,219	85.0%
Other Income	$3,915	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,275	88.9%
Compensation of Officers*	$22,500	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$960,393
Total Liabilities	$881
Net Assets	$959,512

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Jr (Co Trustee)	$7,500	$0
Jay F Turner (Co Trustee)	$7,500	$0
Brian H Turner (Co Trustee)	$7,500	$0
Richard E Turner Sr (Co Trustee)	$0	$0

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990-PF

Filed on May 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$145,856

Expenses

$255,224

Net Income

-$109,368

Net Assets

$1,099,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,663	2.5%
Dividends	$7,329	5.0%
Sales of Assets	$134,804	92.4%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,000	87.4%
Compensation of Officers*	$30,000	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,101,454
Total Liabilities	$1,868
Net Assets	$1,099,586

Compensation

Key Employees and Officers	Compensation	Other
Richard E Turner Sr (Co Trustee)	$25,000	$0
Richard E Turner Jr (Co Trustee)	$5,000	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$129,604

Expenses

$305,429

Net Income

-$175,825

Net Assets

$1,208,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,417	5.7%
Dividends	$7,268	5.6%
Sales of Assets	$114,478	88.3%
Other Income	$441	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,000	89.4%
Compensation of Officers*	$30,000	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,209,697
Total Liabilities	$743
Net Assets	$1,208,954

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$116,657

Expenses

$324,618

Net Income

-$207,961

Net Assets

$1,384,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,789	6.7%
Dividends	$7,154	6.1%
Sales of Assets	$101,639	87.1%
Other Income	$75	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,725	88.9%
Compensation of Officers*	$30,000	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,385,672
Total Liabilities	$893
Net Assets	$1,384,779

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$90,213

Expenses

$247,388

Net Income

-$157,175

Net Assets

$1,592,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,234	16.9%
Dividends	$40,525	44.9%
Sales of Assets	$34,454	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,300	90.3%
Compensation of Officers*	$30,000	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,594,017
Total Liabilities	$1,277
Net Assets	$1,592,740

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$63,790

Expenses

$253,131

Net Income

-$189,341

Net Assets

$1,749,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,953	28.1%
Dividends	$1,893	3.0%
Sales of Assets	$43,944	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,000	88.1%
Compensation of Officers*	$30,000	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	$1,750,698
Total Liabilities	$783
Net Assets	$1,749,915

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

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Herman E & Helen H Turner Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $178k (2024)

Expenses $195k (2024)

Total Assets $781k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$178k (2024)

Expenses

$195k (2024)

Total Assets

$781k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
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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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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