Nonprofit · EIN 85-6672896
MAURICE AND JOAN PORTER CHARITABLE TR
Also known as F ERIC KAVANAGH VP TTEE
Tax-exempt (reinstated) · CORAL GABLES, FL 33134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $8,351 | $13,461 | -$5,110 | $237,509 | $0 | $237,509 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Dividends
- $3,334
- Net gain from sales of assets
- $5,017
Expenses
- Grants and similar amounts paid
- $9,064
- Compensation of officers, directors and key employees
- $1,091
- Disbursements for charitable purposes
- $12,490
- Excise tax on investment income
- $62
Balance sheet and other
- Total assets, start of year
- $242,619
- Total assets, end of year
- $237,509
- Total liabilities, end of year
- $0
- Net assets, end of year
- $237,509
- Fair market value of assets
- $200,363
- Qualifying distributions
- $12,490
- Net investment income
- $5,466
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST INTL OF THE SOUTH 2 ALHAMBRA PLAZA PENTHOUSE 1, CORAL GABLES, FL 33134 | TRUSTEE | 4 | $1,091 |
Address and contacts
- Address (IRS master file)
- 2 ALHAMBRA PLZ PH 1A, CORAL GABLES, FL 33134-5202
- In care of
- % FIDUCIARY TRUST INTERNATIONAL
- Signed the 990-PF
- CRAIG RICHARDS, TRUSTEE
- Phone
- (212) 632-3000
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-6672896
- 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
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $237,509
- Income (IRS master file)
- $14,741
Revocation and reinstatement
- Exemption revoked
- May 15, 2023
- Posted by the IRS
- September 11, 2023
- Reinstated
- Effective May 15, 2023
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $8,351 | $13,461 | $237,509 | XML |
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 85-6672896).
Questions about MAURICE AND JOAN PORTER CHARITABLE TR
- What is the EIN of MAURICE AND JOAN PORTER CHARITABLE TR?
- The employer identification number (EIN) of MAURICE AND JOAN PORTER CHARITABLE TR is 85-6672896.
- Is MAURICE AND JOAN PORTER CHARITABLE TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2023 and reinstated it effective May 15, 2023.
- Are donations to MAURICE AND JOAN PORTER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAURICE AND JOAN PORTER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAURICE AND JOAN PORTER 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 MAURICE AND JOAN PORTER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of MAURICE AND JOAN PORTER CHARITABLE TR?
- The 990-PF for the year ended December 31, 2023 lists 1 person; 1 received compensation from the organization, the highest $1,091 (FIDUCIARY TRUST INTL OF THE SOUTH, TRUSTEE).
- How much revenue does MAURICE AND JOAN PORTER CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $8,351, expenses of $13,461 and total assets of $237,509 at year end.
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All nonprofits in CORAL GABLES · Florida · Philanthropy, voluntarism and grantmaking foundations