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Nonprofit · EIN 85-6571447

JOHN DEWITT GREGORY CHARITABLE TR

Also known as JOANNA L GROSSMAN TTEE

Tax-exempt · DALLAS, TX 75225

Financials

$868K$228K2023$362K$271K2024
Revenue Expenses · by fiscal year end
Financials of JOHN DEWITT GREGORY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$362,440$270,589$91,851$4,007,618$1,999$4,005,619
December 31, 2023990-PF$868,493$227,746$640,747$3,917,954$0$3,917,954
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$14,991
Interest
$10
Net gain from sales of assets
$72,313
Other income
$275,126

Expenses

Grants and similar amounts paid
$192,175
Compensation of officers, directors and key employees
$65,000
Disbursements for charitable purposes
$257,270
Excise tax on investment income
$4,853

Balance sheet and other

Total assets, start of year
$3,917,954
Total assets, end of year
$4,007,618
Total liabilities, end of year
$1,999
Net assets, end of year
$4,005,619
Fair market value of assets
$4,485,241
Qualifying distributions
$257,270
Net investment income
$362,440

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
JOANNA GROSSMAN
3305 VILLANOVA STREET, DALLAS, TX 75225
TRUSTEE5$65,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOANNA GROSSMAN
3305 VILLANOVA STREET, DALLAS, TX 75225
TRUSTEE5$40,000

Address and contacts

Address (IRS master file)
3305 VILLANOVA ST, DALLAS, TX 75225-4842
In care of
% JOANNA GROSSMAN
Signed the 990-PF
JOANNA GROSSMAN, TRUSTEE
Phone
(516) 617-7259
Return prepared by
Cade Much & Company PC

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
85-6571447
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,007,618
Income (IRS master file)
$697,850

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$362,440$270,589$4,007,618IRS
990-PFDecember 2023$868,493$227,746$3,917,954XML
990-PFDecember 2022–––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 85-6571447).

Questions about JOHN DEWITT GREGORY CHARITABLE TR

What is the EIN of JOHN DEWITT GREGORY CHARITABLE TR?
The employer identification number (EIN) of JOHN DEWITT GREGORY CHARITABLE TR is 85-6571447.
Is JOHN DEWITT GREGORY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JOHN DEWITT GREGORY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN DEWITT GREGORY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN DEWITT GREGORY CHARITABLE TR 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 JOHN DEWITT GREGORY CHARITABLE TR 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 JOHN DEWITT GREGORY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $65,000 (JOANNA GROSSMAN, TRUSTEE).
How much revenue does JOHN DEWITT GREGORY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $362,440, expenses of $270,589 and total assets of $4,007,618 at year end.

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