Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-7118108

VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST

Tax-exempt · NEW YORK, NY 10012

Financials

$22K$15K2023$24K$9K2024$18K$4K2025
Revenue Expenses · by fiscal year end
Financials of VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$18,138$4,200$13,938$356,695$0$356,695
April 30, 2025990-PF$23,782$9,280$14,502$342,757$0$342,757
April 30, 2024990-PF$22,433$15,001$7,432$328,255$0$328,255
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,760
Net gain from sales of assets
$4,871
Other income
$507

Expenses

Grants and similar amounts paid
$2,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,000
Excise tax on investment income
$247

Balance sheet and other

Total assets, start of year
$342,757
Total assets, end of year
$356,695
Total liabilities, end of year
$0
Net assets, end of year
$356,695
Fair market value of assets
$380,646
Qualifying distributions
$4,000
Net investment income
$17,738

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
VICTOR MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0.1$0
MONICA MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0.1$0
CLARA MARKOWICZ
7 BOND STREET, NEW YORK, NY 10012
TRUSTEE0.1$0
MARTIN B JAFFE
106 SUNSET BAY DRIVE, PALM BEACH GARDENS, FL 33418
TRUST ADMINISTRATOR0.1$0
990-PF for the year ended April 30, 2025: 4 people
NameTitleHours / weekCompensation
VICTOR MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0.1$0
MONICA MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0.1$0
CLARA MARKOWICZ
7 BOND STREET, NEW YORK, NY 10012
TRUSTEE0.1$0
MARTIN B JAFFE
106 SUNSET BAY DRIVE, PALM BEACH GARDENS, FL 33418
TRUST ADMINISTRATOR0.1$0
990-PF for the year ended April 30, 2024: 4 people
NameTitleHours / weekCompensation
VICTOR MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0$0
MONICA MARKOWICZ
2584 NW 64TH BLVD, BOCA RATON, FL 33496
TRUSTEE0$0
CLARA MARKOWICZ
7 BOND STREET, NEW YORK, NY 10012
TRUSTEE0$0
MARTIN B JAFFE
106 SUNSET BAY DRIVE, PALM BEACH GARDENS, FL 33418
TRUST ADMINISTRATOR0$0

Address and contacts

Address (IRS master file)
7 BOND ST APT 5C, NEW YORK, NY 10012-2311
In care of
% MARTIN B JAFFE
Signed the 990-PF
CLARA MARKOWICZ, TRUSTEE
Phone
(914) 630-7106
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 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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
13-7118108
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
1997
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Employment (J00Z)
Assets (IRS master file)
$356,695
Income (IRS master file)
$18,138

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$18,138$4,200$356,695IRS
990-PFApril 2025$23,782$9,280$342,757IRS
990-PFApril 2024$22,433$15,001$328,255XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––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 13-7118108).

Questions about VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST

What is the EIN of VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST?
The employer identification number (EIN) of VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST is 13-7118108.
Is VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of VICTOR AND MONICA MARKOWICZ 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 VICTOR AND MONICA MARKOWICZ 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 VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does VICTOR AND MONICA MARKOWICZ CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,138, expenses of $4,200 and total assets of $356,695 at year end.

Other nonprofits in NEW YORK

All nonprofits in NEW YORK · New York · Employment