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Nonprofit · EIN 65-0066880

JOHN A MORAN CHARITABLE TRUST

Tax-exempt · PALM BEACH, FL 33480

Financials

$261K$633K2023$15.7M$8.2M2024$2M$8.2M2025
Revenue Expenses · by fiscal year end
Financials of JOHN A MORAN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,970,810$8,237,621-$6,266,811$10,135,708$0$10,135,708
December 31, 2024990-PF$15,717,038$8,175,929$7,541,109$16,405,722$3,203$16,402,519
December 31, 2023990-PF$260,765$633,001-$372,236$8,861,410$0$8,861,410
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$525,784
Dividends
$363,458
Interest
$239,223
Net gain from sales of assets
$842,258
Other income
$87

Expenses

Grants and similar amounts paid
$8,000,000
Compensation of officers, directors and key employees
$144,660
Disbursements for charitable purposes
$8,000,000
Excise tax on investment income
$16,783

Balance sheet and other

Total assets, start of year
$16,405,722
Total assets, end of year
$10,135,708
Total liabilities, end of year
$0
Net assets, end of year
$10,135,708
Fair market value of assets
$15,289,113
Qualifying distributions
$8,000,000
Net investment income
$1,445,026

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
CAROLE O MORAN
3701 SOUTH FLAGLER DRIVE UNIT B104, WEST PALM BEACH, FL 33405
TRUSTEE0$36,165
KELLIE DAWN HUDSON
201 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$36,165
MARISA MORAN SULLIVAN
199 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$36,165
ELIZABETH MORAN
424 SILVERMINE ROAD, NEW CANAAN, CT 06840
TRUSTEE0$36,165
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CAROLE O MORAN
3701 SOUTH FLAGLER DRIVE UNIT B104, WEST PALM BEACH, FL 33405
TRUSTEE0$35,486
KELLIE DAWN HUDSON
201 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$35,486
MARISA MORAN SULLIVAN
199 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$35,486
ELIZABETH MORAN
424 SILVERMINE ROAD, NEW CANAAN, CT 06840
TRUSTEE0$35,486
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CAROLE O MORAN
3701 SOUTH FLAGLER DRIVE UNIT B104, WEST PALM BEACH, FL 33405
TRUSTEE0$31,058
KELLIE DAWN HUDSON
201 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$31,058
MARISA MORAN SULLIVAN
199 UPPER SHAD ROAD, POUND RIDGE, NY 10576
TRUSTEE0$31,058
ELIZABETH MORAN
424 SILVERMINE ROAD, NEW CANAAN, CT 06840
TRUSTEE0$31,058

Address and contacts

Address (IRS master file)
1424 S OCEAN BLVD, PALM BEACH, FL 33480-5019
Signed the 990-PF
CAROLE O MORAN, TRUSTEE
Phone
(561) 659-0075
Return prepared by
SCHMEDES MCALLISTER PLLC

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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0066880
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,135,708
Income (IRS master file)
$14,280,202

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,970,810$8,237,621$10,135,708XML
990-PFDecember 2024$15,717,038$8,175,929$16,405,722XML
990-PFDecember 2023$260,765$633,001$8,861,410XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 65-0066880).

Questions about JOHN A MORAN CHARITABLE TRUST

What is the EIN of JOHN A MORAN CHARITABLE TRUST?
The employer identification number (EIN) of JOHN A MORAN CHARITABLE TRUST is 65-0066880.
Is JOHN A MORAN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to JOHN A MORAN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN A MORAN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN A MORAN 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 JOHN A MORAN 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 JOHN A MORAN CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $36,165 (CAROLE O MORAN, TRUSTEE).
How much revenue does JOHN A MORAN CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,970,810, expenses of $8,237,621 and total assets of $10,135,708 at year end.

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