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Nonprofit · EIN 13-6998091

DONALD A PELS CHARITABLE TR 081892

Also known as PELS DONALD A TTEE

Tax-exempt · HARRISON, NY 10528

Financials

$17.5M$37M2023$26.2M$38.8M2024
Revenue Expenses · by fiscal year end
Financials of DONALD A PELS CHARITABLE TR 081892 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$26,249,274$38,777,845-$12,528,571$258,241,285$0$258,241,285
December 31, 2023990-PF$17,510,786$37,033,883-$19,523,097$270,769,856$0$270,769,856
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$6,682,355
Interest
$461,104
Net gain from sales of assets
$19,316,956
Other income
-$211,141

Expenses

Grants and similar amounts paid
$36,347,878
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$36,841,838
Excise tax on investment income
$365,732

Balance sheet and other

Total assets, start of year
$270,769,856
Total assets, end of year
$258,241,285
Total liabilities, end of year
$0
Net assets, end of year
$258,241,285
Fair market value of assets
$375,751,049
Qualifying distributions
$36,841,838
Net investment income
$28,245,602

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
WENDY KEYS CO PKF O'CONNOR DAVIES
500 MAMARONECK AVE-SUITE 301, HARRISON, NY 10528
TRUSTEE3$0
VALERIE PELS CO PKF O'CONNOR DAVIES
500 MAMARONECK AVE-SUITE 301, NEW YORK, NY 10022
TRUSTEE4$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WENDY KEYS CO PKF O'CONNOR DAVIES
500 MAMARONECK AVE-SUITE 301, HARRISON, NY 10528
TRUSTEE3$0
VALERIE PELS CO PKF O'CONNOR DAVIES
500 MAMARONECK AVE-SUITE 301, NEW YORK, NY 10022
TRUSTEE4$0

Address and contacts

Address (IRS master file)
500 MAMARONECK AVE STE 301, HARRISON, NY 10528-1648
In care of
% PFK O CONNOR DAVIES
Signed the 990-PF
VALERIE PELS, TRUSTEE
Phone
(914) 381-8900
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

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
13-6998091
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$258,241,285
Income (IRS master file)
$78,897,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$26,249,274$38,777,845$258,241,285XML
990-TDecember 2024–––IRS
990-PFDecember 2023$17,510,786$37,033,883$270,769,856XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 13-6998091).

Questions about DONALD A PELS CHARITABLE TR 081892

What is the EIN of DONALD A PELS CHARITABLE TR 081892?
The employer identification number (EIN) of DONALD A PELS CHARITABLE TR 081892 is 13-6998091.
Is DONALD A PELS CHARITABLE TR 081892 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to DONALD A PELS CHARITABLE TR 081892 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD A PELS CHARITABLE TR 081892 file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD A PELS CHARITABLE TR 081892 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 DONALD A PELS CHARITABLE TR 081892 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 DONALD A PELS CHARITABLE TR 081892?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does DONALD A PELS CHARITABLE TR 081892 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,249,274, expenses of $38,777,845 and total assets of $258,241,285 at year end.

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