Nonprofit · EIN 65-0741939
MARY ANNA FOUNDATION CHARITABLE TRUST
Tax-exempt · MIAMI, FL 33131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $309,901 | $1,007,651 | -$697,750 | $1,511,383 | $0 | $1,511,383 |
| February 29, 2024 | 990-PF | $164,843 | $1,031,630 | -$866,787 | $2,209,133 | $0 | $2,209,133 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $190,909
- Net gain from sales of assets
- $118,992
Expenses
- Grants and similar amounts paid
- $930,000
- Compensation of officers, directors and key employees
- $9,709
- Disbursements for charitable purposes
- $937,105
- Excise tax on investment income
- $3,328
Balance sheet and other
- Total assets, start of year
- $2,209,133
- Total assets, end of year
- $1,511,383
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,511,383
- Fair market value of assets
- $1,869,683
- Qualifying distributions
- $937,105
- Net investment income
- $309,901
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DOUGLAS DONN 801 BRICKELL AVEUNE SUITE, MIAMI, FL 33131 | CO-TRUSTEE | 1 | $5,000 |
| BESSEMER TRUST COMPANY OF FLORIDA 801 BRICKELL AVEUNE SUITE, MIAMI, FL 33131 | CO-TRUSTEE | 2 | $4,709 |
990-PF for the year ended February 29, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DOUGLAS DONN 801 BRICKELL AVEUNE SUITE, MIAMI, FL 33131 | CO-TRUSTEE | 1 | $10,000 |
| BESSEMER TRUST COMPANY OF FLORIDA 801 BRICKELL AVEUNE SUITE, MIAMI, FL 33131 | CO-TRUSTEE | 2 | $5,346 |
Address and contacts
- Address (IRS master file)
- 801 BRICKELL AVE STE 2000, MIAMI, FL 33131-4914
- In care of
- % GREGORY A NICHOLS TTEE
- Signed the 990-PF
- JULIA SETOLA, BY BESSEMER TRUST OF FL, TRUSTEE
- Phone
- (516) 508-9623
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0741939
- 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
- 1997
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,511,383
- Income (IRS master file)
- $1,437,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $309,901 | $1,007,651 | $1,511,383 | XML |
| 990-PF | February 2024 | $164,843 | $1,031,630 | $2,209,133 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 65-0741939).
Questions about MARY ANNA FOUNDATION CHARITABLE TRUST
- What is the EIN of MARY ANNA FOUNDATION CHARITABLE TRUST?
- The employer identification number (EIN) of MARY ANNA FOUNDATION CHARITABLE TRUST is 65-0741939.
- Is MARY ANNA FOUNDATION CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARY ANNA FOUNDATION CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ANNA FOUNDATION CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ANNA FOUNDATION CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY ANNA FOUNDATION CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of MARY ANNA FOUNDATION CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2025 lists 2 people; 2 received compensation from the organization, the highest $5,000 (ROBERT DOUGLAS DONN, CO-TRUSTEE).
- How much revenue does MARY ANNA FOUNDATION CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $309,901, expenses of $1,007,651 and total assets of $1,511,383 at year end.
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