Nonprofit · EIN 39-6756635
MARY M & EMMETT J DOERR CHAR TR
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $960,916 | $272,966 | $687,950 | $4,848,312 | $0 | $4,848,312 |
| June 30, 2025 | 990-PF (amended) | $496,982 | $224,340 | $272,642 | $4,160,362 | $0 | $4,160,362 |
| June 30, 2024 | 990-PF (amended) | $180,702 | $229,378 | -$48,676 | $3,887,720 | $0 | $3,887,720 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $162,073
- Net gain from sales of assets
- $798,843
Expenses
- Grants and similar amounts paid
- $245,500
- Compensation of officers, directors and key employees
- $14,488
- Disbursements for charitable purposes
- $253,594
- Excise tax on investment income
- $13,244
Balance sheet and other
- Total assets, start of year
- $4,160,362
- Total assets, end of year
- $4,848,312
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,848,312
- Fair market value of assets
- $5,792,712
- Qualifying distributions
- $253,594
- Net investment income
- $960,916
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Finemark Bank Trust 800 Laurel Oak DriveSuite 101, Naples, FL 34108 | Trustee | 1 | $15,126 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Finemark National Bank Trust 800 Laurel Oak DriveSuite 101, Naples, FL 34108 | Trustee | 1 | $14,490 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Finemark National Bank Trust 800 Laurel Oak DriveSuite 101, Naples, FL 34108 | Trustee | 1 | $21,054 |
Address and contacts
- Address (IRS master file)
- 800 LAUREL OAK DR STE 101, NAPLES, FL 34108-2713
- In care of
- % M & I TR CO NA
- Signed the 990-PF
- Finemark Bank Trust, Trustee
- Phone
- (239) 963-0759
- Return prepared by
- Rogers Wood Hill Starman & Gustason PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6756635
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,160,362
- Income (IRS master file)
- $1,982,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $960,916 | $272,966 | $4,848,312 | XML |
| 990-PF | June 2025 | $496,982 | $224,340 | $4,160,362 | XML |
| 990-PF | June 2024 | $180,702 | $229,378 | $3,887,720 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 39-6756635).
Questions about MARY M & EMMETT J DOERR CHAR TR
- What is the EIN of MARY M & EMMETT J DOERR CHAR TR?
- The employer identification number (EIN) of MARY M & EMMETT J DOERR CHAR TR is 39-6756635.
- Is MARY M & EMMETT J DOERR CHAR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MARY M & EMMETT J DOERR CHAR TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY M & EMMETT J DOERR CHAR TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY M & EMMETT J DOERR CHAR TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY M & EMMETT J DOERR CHAR TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of MARY M & EMMETT J DOERR CHAR TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $15,126 (Finemark Bank Trust, Trustee).
- How much revenue does MARY M & EMMETT J DOERR CHAR TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $960,916, expenses of $272,966 and total assets of $4,848,312 at year end.
Other nonprofits in NAPLES
- ADAM AND JOHN BROWN FOUNDATION INC EIN 33-3812313 · last filed 990-PF for 2025
- NAPLES CHILDREN FOUNDATION INC EIN 65-1001650 · last filed 990 for 2025
- CLOVERFIELDS FOUNDATION EIN 20-1919362 · last filed 990-PF for 2024
- DAVID AND TRACY LOCKTON FAMILY FOUNDATION EIN 84-6555083 · last filed 990-PF for 2025
- STARABILITY FOUNDATION INC EIN 59-2516162 · last filed 990 for 2025
- J & J FAMILY FOUNDATION TR EIN 20-6077711 · last filed 990-PF for 2024
- SAGE & DICE FOUNDATION EIN 20-6771152 · last filed 990-PF for 2025
- BRUCE AND DEBORAH DUNCAN FOUNDATION EIN 20-3871657 · last filed 990-PF for 2025
All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations