Nonprofit · EIN 27-4399617
1213 CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32826
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,388 | $24,309 | -$10,921 | $158,875 | $15,483 | $143,392 |
| December 31, 2023 | 990-PF | $57,886 | $45,543 | $12,343 | $169,809 | $15,496 | $154,313 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $13,388
Expenses
- Grants and similar amounts paid
- $3,950
- Compensation of officers, directors and key employees
- $10,800
- Disbursements for charitable purposes
- $3,950
Balance sheet and other
- Total assets, start of year
- $169,809
- Total assets, end of year
- $158,875
- Total liabilities, end of year
- $15,483
- Net assets, end of year
- $143,392
- Fair market value of assets
- $158,875
- Qualifying distributions
- $3,950
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP ROBERTSON 11624 NW 18TH PLACE, GAINESVILLE, FL 32606 | TRUSTEE | 3 | $10,800 |
| KENNETH H CHURCH 13350 SUMMER RAIN DRIVE, ORLANDO, FL 32828 | TRUSTEE | 3 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP ROBERTSON 11624 NW 18TH PLACE, GAINESVILLE, FL 32606 | TRUSTEE | 3 | $9,900 |
| KENNETH H CHURCH 13350 SUMMER RAIN DRIVE, ORLANDO, FL 32828 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 12151 RESEARCH PARKWAY, ORLANDO, FL 32826-2934
- In care of
- % KENNETH H CHURCH
- Signed the 990-PF
- KEN CHURCH, TRUSTEE
- Phone
- (407) 739-0210
- Return prepared by
- TERRY WALKER CPA 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4399617
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $158,875
- Income (IRS master file)
- $13,388
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $33,958 | $55,195 | $157,466 | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about 1213 CHARITABLE TRUST
- What is the EIN of 1213 CHARITABLE TRUST?
- The employer identification number (EIN) of 1213 CHARITABLE TRUST is 27-4399617.
- Is 1213 CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to 1213 CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does 1213 CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of 1213 CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 1213 CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of 1213 CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $10,800 (PHILLIP ROBERTSON, TRUSTEE).
- How much revenue does 1213 CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,388, expenses of $24,309 and total assets of $158,875 at year end.
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All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations