Nonprofit · EIN 81-4736380
LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST
Tax-exempt · JUPITER, FL 33477
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $908,401 | $335,627 | $572,774 | $123,048 | $0 | $123,048 |
| December 31, 2024 | 990-PF | $375,578 | $494,207 | -$118,629 | $140,853 | $0 | $140,853 |
| December 31, 2023 | 990-PF | $310,827 | $467,652 | -$156,825 | $259,483 | $0 | $259,483 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $716,480
- Dividends
- $6,995
- Interest
- $20
- Net gain from sales of assets
- $184,906
Expenses
- Grants and similar amounts paid
- $325,830
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $325,830
- Excise tax on investment income
- $2,665
Balance sheet and other
- Total assets, start of year
- $140,853
- Total assets, end of year
- $123,048
- Total liabilities, end of year
- $0
- Net assets, end of year
- $123,048
- Fair market value of assets
- $2,821,879
- Qualifying distributions
- $325,830
- Net investment income
- $191,921
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD G TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
| TERI L TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD G TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
| TERI L TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD G TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
| TERI L TROTTER 170 BEARS CLUB DRIVE, JUPITER, FL 33477 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 170 BEARS CLUB DR, JUPITER, FL 33477-4203
- In care of
- % LLOYD TROTTER
- Signed the 990-PF
- LLOY TROTTER, TRUSTEE
- Phone
- (860) 234-0201
- Return prepared by
- SMOLIN CALBO DAVIDSON & ASSOC 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4736380
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $123,048
- Income (IRS master file)
- $917,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $908,401 | $335,627 | $123,048 | IRS |
| 990-PF | December 2024 | $375,578 | $494,207 | $140,853 | IRS |
| 990-PF | December 2023 | $310,827 | $467,652 | $259,483 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 81-4736380).
Questions about LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST
- What is the EIN of LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST?
- The employer identification number (EIN) of LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST is 81-4736380.
- Is LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD TROTTER AND TERI TROTTER 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 LLOYD TROTTER AND TERI TROTTER 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 LLOYD TROTTER AND TERI TROTTER 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 LLOYD TROTTER AND TERI TROTTER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $908,401, expenses of $335,627 and total assets of $123,048 at year end.
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