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Nonprofit · EIN 85-4387483

MAKEPEACE-JOTWANI CHARITABLE TRUST

Tax-exempt · MOUNT KISCO, NY 10549

Financials

$37K$210K2025
Revenue Expenses · by fiscal year end
Financials of MAKEPEACE-JOTWANI CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$36,641$209,706-$173,065$45,899$0$45,899
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$938
Interest
$1
Net gain from sales of assets
$35,702

Expenses

Grants and similar amounts paid
$209,706
Excise tax on investment income
$496

Balance sheet and other

Total assets, start of year
$267,435
Total assets, end of year
$45,899
Total liabilities, end of year
$0
Net assets, end of year
$45,899
Fair market value of assets
$68,431
Net investment income
$35,702

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
Anne Lindsay Makepeace
Delbello 1 N Lexington Ave 11, White Plains, NY 10601
Co-Trustee0.5$0
Tarun Jotwani
Delbello 1 N Lexington Ave 11, White Plains, NY 10601
Co-Trustee0.5$0

Address and contacts

Address (IRS master file)
C/O TRAVAGLIATO 17 LAURELTON ROAD, MOUNT KISCO, NY 10549-0000
In care of
% DELBELLO DONNELLAN WEINGARTEN ET
Signed the 990-PF
Tarun Jotwani, Trustee
Phone
(914) 607-3201
Return prepared by
TRAVAGLIATO LAW FIRM

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
85-4387483
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$45,899
Income (IRS master file)
$207,881

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$5,499$50,035$322,413IRS
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 MAKEPEACE-JOTWANI CHARITABLE TRUST

What is the EIN of MAKEPEACE-JOTWANI CHARITABLE TRUST?
The employer identification number (EIN) of MAKEPEACE-JOTWANI CHARITABLE TRUST is 85-4387483.
Is MAKEPEACE-JOTWANI CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to MAKEPEACE-JOTWANI CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAKEPEACE-JOTWANI CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MAKEPEACE-JOTWANI 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 MAKEPEACE-JOTWANI 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 MAKEPEACE-JOTWANI CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MAKEPEACE-JOTWANI CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,641, expenses of $209,706 and total assets of $45,899 at year end.

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