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Nonprofit · EIN 85-6420294

PETER DEGEORGE CHARITABLE TR

Also known as PETER R DEGEORGE TTEE

Tax-exempt · JUPITER, FL 33458

Financials

$5.3M$7.8M2024$1.2M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of PETER DEGEORGE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,204,655$2,271,526-$1,066,871$3,779,018$0$3,779,018
December 31, 2024990-PF$5,321,373$7,792,915-$2,471,542$4,845,889$0$4,845,889
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$101,180
Interest
$34
Net gain from sales of assets
$1,099,893
Other income
$3,548

Expenses

Grants and similar amounts paid
$658,540
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,121,737
Excise tax on investment income
$14,663

Balance sheet and other

Total assets, start of year
$4,845,889
Total assets, end of year
$3,779,018
Total liabilities, end of year
$0
Net assets, end of year
$3,779,018
Fair market value of assets
$7,475,767
Qualifying distributions
$2,121,737
Net investment income
$1,204,655

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
PETER M DEGEORGE
601 HERITAGE DRIVE PMB 417, JUPITER, FL 33458
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PETER M DEGEORGE
601 HERITAGE DRIVE PMB 417, JUPITER, FL 33458
TRUSTEE0$0

Address and contacts

Address (IRS master file)
601 HERITAGE DR PMB 417, JUPITER, FL 33458-2777
In care of
% FINLEY STETSON
Signed the 990-PF
PETER M DEGEORGE, TRUSTEE
Phone
(561) 622-8920
Return prepared by
DORRA & DUGAN CPA'S

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
85-6420294
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)
$3,779,018
Income (IRS master file)
$2,102,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$5,043,628$20,543,912$7,317,431IRS
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 PETER DEGEORGE CHARITABLE TR

What is the EIN of PETER DEGEORGE CHARITABLE TR?
The employer identification number (EIN) of PETER DEGEORGE CHARITABLE TR is 85-6420294.
Is PETER DEGEORGE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to PETER DEGEORGE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETER DEGEORGE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PETER DEGEORGE CHARITABLE TR 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 PETER DEGEORGE CHARITABLE TR 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 PETER DEGEORGE CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does PETER DEGEORGE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,204,655, expenses of $2,271,526 and total assets of $3,779,018 at year end.

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