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Nonprofit · EIN 13-6855420

RAETHER 1985 CHARITABLE TRUST

Tax-exempt · MIAMI, FL 33136

Financials

$2.8M$9.7M2022$4.2M$9.2M2023
Revenue Expenses · by fiscal year end
Financials of RAETHER 1985 CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$4,194,832$9,246,822-$5,051,990$38,457,258$0$38,457,258
November 30, 2023990-PF$2,832,737$9,653,580-$6,820,843$43,509,248$0$43,509,248
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Dividends
$262,783
Interest
$31,243
Net gain from sales of assets
$3,900,806

Expenses

Grants and similar amounts paid
$7,256,142
Compensation of officers, directors and key employees
$20,000
Salaries, compensation and benefits (total)
$12,500
Disbursements for charitable purposes
$7,556,640
Excise tax on investment income
$30,106

Balance sheet and other

Total assets, start of year
$43,509,248
Total assets, end of year
$38,457,258
Total liabilities, end of year
$0
Net assets, end of year
$38,457,258
Fair market value of assets
$53,899,305
Qualifying distributions
$7,556,640
Net investment income
$2,642,744

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ALEXA RAETHER MADDOCK
KALIBER CO 1350 6TH AVE 31ST FL, NEW YORK, NY 10019
TRUSTEE0.1$10,000$45,676
CARA RAETHER CAREY
KALIBER CO 1350 6TH AVE 31ST FL, NEW YORK, NY 10019
TRUSTEE0.1$10,000$30,451
PAUL E RAETHER
KALIBER CO 1350 6TH AVE 31ST FL, NEW YORK, NY 10019
TRUSTEE0$0$0
WENDY S RAETHER
KALIBER CO 1350 6TH AVE 31ST FL, NEW YORK, NY 10019
TRUSTEE0$0$0
ELISSA RAETHER KOVAS
KALIBER CO 1350 6TH AVE 31ST FL, NEW YORK, NY 10019
TRUSTEE0$0$0
990-PF for the year ended November 30, 2023: 6 people
NameTitleHours / weekCompensationOther / benefits
HOLLY WERNER
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE1$10,000$35,107
ALEXA RAETHER MADDOCK
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE0.1$10,000$52,660
CARA RAETHER CAREY
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE0.1$10,000$35,107
PAUL E RAETHER
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE0$0$0
WENDY S RAETHER
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE0$0$0
ELISSA RAETHER KOVAS
CO KKRFS 1345 6TH AVENUE FL 15, NEW YORK, NY 10105
TRUSTEE0$0$0

Address and contacts

Address (IRS master file)
CO EY LLP 700 NW 1ST AVE STE 1500, MIAMI, FL 33136-0000
In care of
% CDL
Signed the 990-PF
PAUL RAETHER, OFFICER
Phone
(212) 773-1262
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
13-6855420
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
1987
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$38,457,258
Income (IRS master file)
$12,476,136

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$4,194,832$9,246,822$38,457,258XML
990-TNovember 2024–––IRS
990-PFNovember 2023$2,832,737$9,653,580$43,509,248XML
990-TNovember 2023–––IRS
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 13-6855420).

Questions about RAETHER 1985 CHARITABLE TRUST

What is the EIN of RAETHER 1985 CHARITABLE TRUST?
The employer identification number (EIN) of RAETHER 1985 CHARITABLE TRUST is 13-6855420.
Is RAETHER 1985 CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to RAETHER 1985 CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RAETHER 1985 CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of RAETHER 1985 CHARITABLE TRUST due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RAETHER 1985 CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of RAETHER 1985 CHARITABLE TRUST?
The 990-PF for the year ended November 30, 2024 lists 5 people; 2 received compensation from the organization, the highest $10,000 (ALEXA RAETHER MADDOCK, TRUSTEE).
How much revenue does RAETHER 1985 CHARITABLE TRUST have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $4,194,832, expenses of $9,246,822 and total assets of $38,457,258 at year end.

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