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Nonprofit · EIN 59-6940773

VERN A AND FLORENCE E MARTIN CHARITABLE TA

Tax-exempt · PORT CHARLOTTE, FL 33953

Financials

$74K$150K2020$65K$164K2022$65K$164K2023$62K$169K2024
Revenue Expenses · by fiscal year end
Financials of VERN A AND FLORENCE E MARTIN CHARITABLE TA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$61,890$168,867-$106,977$1,523,414$0$1,523,414
October 31, 2024990-PF$64,772$164,207-$99,435$1,630,391$0$1,630,391
October 31, 2023990-PF$65,028$164,233-$99,205$1,729,826$0$1,729,826
October 31, 2021990-PF$73,618$150,363-$76,745$2,003,096$0$2,003,096
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$68,915
Interest
$1,129
Net gain from sales of assets
-$8,154

Expenses

Grants and similar amounts paid
$138,277
Compensation of officers, directors and key employees
$897
Disbursements for charitable purposes
$157,039
Excise tax on investment income
$819

Balance sheet and other

Total assets, start of year
$1,630,391
Total assets, end of year
$1,523,414
Total liabilities, end of year
$0
Net assets, end of year
$1,523,414
Fair market value of assets
$2,958,624
Qualifying distributions
$157,039
Net investment income
$70,044

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LORY WEISENSEE FOR CREWS BANK
CREWS BANK TRUST 1100 TAMIAMI TRL, PORT CHARLOTTE, FL 33953
Trustee1$897
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
Lory Weisensee for Crews Bank
CREWS BANK TRUST 1100 TAMIAMI TRL, PORT CHARLOTTE, FL 33953
Trustee1$912
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
Lory Weisensee for Crews Bank
Crews Bank Trust PO Box 38060, Murdock, FL 339380609
Trustee1$1,124
990-PF for the year ended October 31, 2021: 1 people
NameTitleHours / weekCompensation
Lory Weisensee for Englewood Bank
Englewood Bank Trust PO Box 38060, Murdock, FL 339380609
Trustee1$1,030

Address and contacts

Address (IRS master file)
CREWS BANK TRUST 1100 TAMIAMI TRL, PORT CHARLOTTE, FL 33953-0000
In care of
% CREWS BANK & TRUST
Signed the 990-PF
Lory Weisensee, Trustee
Phone
(941) 624-1903
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
59-6940773
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
1991
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,523,414
Income (IRS master file)
$169,956

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$61,890$168,867$1,523,414XML
990-PFOctober 2024$64,772$164,207$1,630,391XML
990-PFOctober 2023$65,028$164,233$1,729,826XML
990-PFOctober 2022–––IRS
990-PFOctober 2021$73,618$150,363$2,003,096XML
990-PFOctober 2020–––IRS
990-PFOctober 2019–––IRS
990-PFOctober 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 59-6940773).

Questions about VERN A AND FLORENCE E MARTIN CHARITABLE TA

What is the EIN of VERN A AND FLORENCE E MARTIN CHARITABLE TA?
The employer identification number (EIN) of VERN A AND FLORENCE E MARTIN CHARITABLE TA is 59-6940773.
Is VERN A AND FLORENCE E MARTIN CHARITABLE TA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to VERN A AND FLORENCE E MARTIN CHARITABLE TA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VERN A AND FLORENCE E MARTIN CHARITABLE TA file?
Form 990-PF. Private foundations file every year.
When is the next return of VERN A AND FLORENCE E MARTIN CHARITABLE TA due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VERN A AND FLORENCE E MARTIN CHARITABLE TA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of VERN A AND FLORENCE E MARTIN CHARITABLE TA?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $897 (LORY WEISENSEE FOR CREWS BANK, Trustee).
How much revenue does VERN A AND FLORENCE E MARTIN CHARITABLE TA have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $61,890, expenses of $168,867 and total assets of $1,523,414 at year end.

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