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Nonprofit · EIN 65-6103462

WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST

Tax-exempt · LK WORTH BCH, FL 33460

Financials

$87K$129K2025
Revenue Expenses · by fiscal year end
Financials of WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$87,271$128,718-$41,447$1,474,735$0$1,474,735
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,705
Net gain from sales of assets
$27,566

Expenses

Grants and similar amounts paid
$93,574
Compensation of officers, directors and key employees
$15,752
Disbursements for charitable purposes
$95,936
Excise tax on investment income
$757

Balance sheet and other

Total assets, start of year
$1,516,182
Total assets, end of year
$1,474,735
Total liabilities, end of year
$0
Net assets, end of year
$1,474,735
Fair market value of assets
$2,103,876
Qualifying distributions
$95,936
Net investment income
$87,271

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
JOSEPH M FLEMING ESQ
11891 U S HIGHWAY ONE SUITE 100, NORTH PALM BEACH, FL 33408
DIRECTOR2$7,876
SUSAN L PETERSEN
18 AUBURN DRIVE, LAKE WORTH BEACH, FL 33460
DIRECTOR2$7,876

Address and contacts

Address (IRS master file)
18 AUBURN DR, LK WORTH BCH, FL 33460-6308
In care of
% JOSEPH M FLEMING
Signed the 990-PF
SUSAN L PETERSEN, TRUSTEE
Phone
(561) 586-6682
Return prepared by
CRI ADVISORS LLC

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
65-6103462
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,474,735
Income (IRS master file)
$340,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$211,514$125,034$1,549,350IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST

What is the EIN of WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST?
The employer identification number (EIN) of WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST is 65-6103462.
Is WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Which annual return does WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST 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 WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST 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 WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $7,876 (JOSEPH M FLEMING ESQ, DIRECTOR).
How much revenue does WILLARD V BENNETT 1992 CHARITABLE REMAINDER UNITRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,271, expenses of $128,718 and total assets of $1,474,735 at year end.

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