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Nonprofit · EIN 13-3405097

THE PETER DARTLEY CHARITABLE TRUST

Tax-exempt · VERO BEACH, FL 32963

Financials

−$270K$393K2023$124K$227K2024−$259K$318K2025
Revenue Expenses · by fiscal year end
Financials of THE PETER DARTLEY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF-$259,330$318,005-$577,335$3,065,039$0$3,065,039
December 31, 2024990-PF$123,959$227,126-$103,167$3,645,574$0$3,645,574
December 31, 2023990-PF-$270,287$392,972-$663,259$3,749,190$0$3,749,190
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$139,834
Net gain from sales of assets
-$399,164

Expenses

Grants and similar amounts paid
$300,850
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$302,793
Excise tax on investment income
$1,684

Balance sheet and other

Total assets, start of year
$3,645,574
Total assets, end of year
$3,065,039
Total liabilities, end of year
$0
Net assets, end of year
$3,065,039
Fair market value of assets
$3,089,517
Qualifying distributions
$302,793
Net investment income
$136,387

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PETER DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0
KAREN DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
PETER DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0
KAREN DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PETER DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0
KAREN DARTLEY
77 BEDFORD ROAD, KATONAH, NY 10536
TRUSTEE5$0

Address and contacts

Address (IRS master file)
5099 HIGHWAY A1A STE 3, VERO BEACH, FL 32963-1473
In care of
% PETER DARTLEY
Signed the 990-PF
PETER DARTLEY, TRUSTEE
Phone
(203) 521-5803
Return prepared by
OFFUTT BARTON SCHLITT 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3405097
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,065,039
Income (IRS master file)
$1,798,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025-$259,330$318,005$3,065,039IRS
990-PFDecember 2024$123,959$227,126$3,645,574IRS
990-PFDecember 2023-$270,287$392,972$3,749,190XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-3405097).

Questions about THE PETER DARTLEY CHARITABLE TRUST

What is the EIN of THE PETER DARTLEY CHARITABLE TRUST?
The employer identification number (EIN) of THE PETER DARTLEY CHARITABLE TRUST is 13-3405097.
Is THE PETER DARTLEY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE PETER DARTLEY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE PETER DARTLEY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE PETER DARTLEY CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE PETER DARTLEY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE PETER DARTLEY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does THE PETER DARTLEY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of -$259,330, expenses of $318,005 and total assets of $3,065,039 at year end.

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