Nonprofit · EIN 36-6840926
PRIOR FAMILY CHARITABLE TRUST
Tax-exempt · VENICE, FL 34285
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $702,618 | $213,440 | $489,178 | $2,775,608 | $0 | $2,775,608 |
| December 31, 2024 | 990-PF | $677,371 | $159,623 | $517,748 | $2,285,946 | $0 | $2,285,946 |
| December 31, 2023 | 990-PF | $335,430 | $130,656 | $204,774 | $1,767,607 | $0 | $1,767,607 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,049
- Dividends
- $77,567
- Interest
- $614
- Net gain from sales of assets
- $524,388
Expenses
- Grants and similar amounts paid
- $202,000
- Disbursements for charitable purposes
- $213,440
- Excise tax on investment income
- $8,376
Balance sheet and other
- Total assets, start of year
- $2,285,946
- Total assets, end of year
- $2,775,608
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,775,608
- Fair market value of assets
- $5,191,236
- Qualifying distributions
- $213,440
- Net investment income
- $602,569
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary L Prior 147Tampa Ave East, Venice, FL 34285 | Trustee | 0 | $0 |
| Julia Heseman 114 Corte Del Asolo, Venice, FL 34285 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary L Prior 147Tampa Ave East, Venice, FL 34285 | Trustee | 0 | $0 |
| Nancy O Prior 147 Tampa Ave East, Venice, FL 34285 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary L Prior 147Tampa Ave East, Venice, FL 34285 | Trustee | 0 | $0 |
| Nancy O Prior 147 Tampa Ave East, Venice, FL 34285 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 147 TAMPA AVE E UNIT 601, VENICE, FL 34285-1932
- In care of
- % GARY L PRIOR ESQ
- Signed the 990-PF
- Gary L Prior, Trustee
- Phone
- (312) 762-9450
- Return prepared by
- Ann Marie Saternus PC
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 | 990-PF 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
- 36-6840926
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,775,608
- Income (IRS master file)
- $993,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $702,618 | $213,440 | $2,775,608 | IRS |
| 990-PF | December 2024 | $677,371 | $159,623 | $2,285,946 | IRS |
| 990-PF | December 2023 | $335,430 | $130,656 | $1,767,607 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 36-6840926).
Questions about PRIOR FAMILY CHARITABLE TRUST
- What is the EIN of PRIOR FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of PRIOR FAMILY CHARITABLE TRUST is 36-6840926.
- Is PRIOR FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to PRIOR FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PRIOR FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PRIOR FAMILY 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 PRIOR FAMILY 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 PRIOR FAMILY 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 PRIOR FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $702,618, expenses of $213,440 and total assets of $2,775,608 at year end.
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