Nonprofit · EIN 05-0487100
PICERNE CHARITABLE TRUST
Also known as PICERNE RONALD R S TTEE
Tax-exempt · PHOENIX, AZ 85018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $6,111,923 | $2,669,757 | $3,442,166 | $23,907,072 | $0 | $23,907,072 |
| November 30, 2024 | 990-PF | $4,017,326 | $2,411,438 | $1,605,888 | $20,464,906 | $0 | $20,464,906 |
| November 30, 2023 | 990-PF | $3,138,344 | $1,883,260 | $1,255,084 | $18,859,018 | $0 | $18,859,018 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $5,000,000
- Dividends
- $1,166,696
- Interest
- $67,831
- Net gain from sales of assets
- -$122,604
Expenses
- Grants and similar amounts paid
- $2,513,797
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $35,767
- Disbursements for charitable purposes
- $2,565,799
- Excise tax on investment income
- $16,085
Balance sheet and other
- Total assets, start of year
- $20,464,906
- Total assets, end of year
- $23,907,072
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,907,072
- Fair market value of assets
- $59,383,317
- Qualifying distributions
- $2,565,799
- Net investment income
- $1,234,527
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD RS PICERNE 247 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | TRUSTEE | 1 | $0 |
| DAVID R PICERNE 8610 S MARYLAND PKWY 1004, LAS VEGAS, NV 89123 | TREASURER | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD RS PICERNE 247 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | TRUSTEE | 1 | $0 |
| DAVID R PICERNE 8610 S MARYLAND PKWY 1004, LAS VEGAS, NV 89123 | TREASURER | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD RS PICERNE 247 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | TRUSTEE | 1 | $0 |
| DAVID R PICERNE 8610 S MARYLAND PKWY 1004, LAS VEGAS, NV 89123 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4518 N 32ND ST, PHOENIX, AZ 85018-3303
- Signed the 990-PF
- RONALD R S PICERNE, TRUSTEE
- Phone
- (401) 732-3700
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-0487100
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $23,907,072
- Income (IRS master file)
- $6,599,733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $6,111,923 | $2,669,757 | $23,907,072 | XML |
| 990-PF | November 2024 | $4,017,326 | $2,411,438 | $20,464,906 | XML |
| 990-PF | November 2023 | $3,138,344 | $1,883,260 | $18,859,018 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2019 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-0487100).
Questions about PICERNE CHARITABLE TRUST
- What is the EIN of PICERNE CHARITABLE TRUST?
- The employer identification number (EIN) of PICERNE CHARITABLE TRUST is 05-0487100.
- Is PICERNE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PICERNE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PICERNE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PICERNE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PICERNE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of PICERNE CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PICERNE CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $6,111,923, expenses of $2,669,757 and total assets of $23,907,072 at year end.
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