Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 82-5049241

CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER

Tax-exempt · VERO BEACH, FL 32963

Financials

$360K$900K2023$167K$329K2024
Revenue Expenses · by fiscal year end
Financials of CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$167,262$328,649-$161,387$3,050,434$0$3,050,434
December 31, 2023990-PF$359,830$899,822-$539,992$3,211,821$0$3,211,821
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$116,799
Interest
$22,348
Net gain from sales of assets
-$42,568
Other income
$70,683

Expenses

Grants and similar amounts paid
$228,656
Compensation of officers, directors and key employees
$44,323
Disbursements for charitable purposes
$285,221
Excise tax on investment income
$1,351

Balance sheet and other

Total assets, start of year
$3,211,821
Total assets, end of year
$3,050,434
Total liabilities, end of year
$0
Net assets, end of year
$3,050,434
Fair market value of assets
$4,537,248
Qualifying distributions
$285,221
Net investment income
$139,147

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROL K DUBBS TTEE
94 WINSTER FAX, WILLIAMSBURG, VA 231855562
TRUSTEE1$44,323
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CAROL K DUBBS TTEE
94 WINSTER FAX, WILLIAMSBURG, VA 231855562
TRUSTEE1$51,474

Address and contacts

Address (IRS master file)
C/O J MOORE 3240 CARDINAL DR 200, VERO BEACH, FL 32963-0000
In care of
% CAROL DUBBS
Signed the 990-PF
CAROL K DUBBS TTEE, TRUSTEE
Phone
(772) 234-8344
Return prepared by
KMETZ ELWELL GRAHAM & ASSOC 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-5049241
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,050,434
Income (IRS master file)
$414,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$167,262$328,649$3,050,434XML
990-PFDecember 2023$359,830$899,822$3,211,821XML
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 82-5049241).

Questions about CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER

What is the EIN of CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER?
The employer identification number (EIN) of CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER is 82-5049241.
Is CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $44,323 (CAROL K DUBBS TTEE, TRUSTEE).
How much revenue does CHARITABLE TRUST CREATED UNDER ART V OF THE ANNE H CUTLER have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $167,262, expenses of $328,649 and total assets of $3,050,434 at year end.

Other nonprofits in VERO BEACH

All nonprofits in VERO BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations