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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-7110636

WARREN PENN CHARITABLE TR

Also known as WARREN FREDERICK J TTEE

Tax-exempt · WINTER PARK, FL 32789

Financials

−$45K$77K2023$22K$75K2024
Revenue Expenses · by fiscal year end
Financials of WARREN PENN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$21,916$75,000-$53,084$1,215,669$0$1,215,669
December 31, 2023990-$44,904$76,991-$121,895$1,268,753$0$1,268,753
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$21,916
Other revenue
$0

Expenses

Grants and similar amounts paid
$75,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$75,000

Balance sheet and other

Total assets, start of year
$1,268,753
Total assets, end of year
$1,215,669
Total liabilities, end of year
$0
Net assets, end of year
$1,215,669
Publicly traded securities
$1,160,793
Gross receipts
$21,916
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
CA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FREDERICK J WARRENTRUSTEE
Trustee or director
0$0
ROBIN GRACE WARRENTRUSTEE
Trustee or director
0$0
LUCILLE DODGETRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
FREDERICK J WARRENTRUSTEE
Trustee or director
0$0
ROBIN GRACE WARRENTRUSTEE
Trustee or director
0$0
LUCILLE DODGETRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789-4105
In care of
% GIBSON DUNN & CRUTCHER LLP
Principal officer (990 for 2024)
FREDERICK J WARREN, 222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
Signed the 990
Frederick Warren, Trustee
Phone
(407) 647-2899

Mission

THE WARREN PENN CHARITABLE TRUST IS ORGANIZED AND OPERATED FOR THE BENEFIT OF THE UNIVERSITY OF PENNSYLVANIA SCHOOL OF ENGINEERING. THE TRUST WILL DISTRIBUTE TO THE UNIVERSITY OF PENNSYLVNIA ALL OF THE NET INCOME OF THE TRUST AND ANY PRINCIPAL THE TRUSTEES DESIGNATE AT ANY TIME TO SUPPORT ACTIVITIES AND PROGRAMS OF THE SCHOOL OF ENGINEERING AT THE UNIVERSITY OF PENNSYLVANIA.

990 for the year ended December 31, 2024

Program accomplishments

  • EACH YEAR THE WARREN PENN CHARITABLE TRUST WILL CONTRIBUTE THE NET INCOME FROM THE TRUST TO SUPPORT ACTIVITIES AND PROGRAMS THAT WILL BENEFIT EACH STUDENT AND IMPROVE THE QUALITY OF THE ACADEMIC PROGRAMS OFFERED TO THE STUDENTS.
    Expenses $75,000
  • SEE SCHEDULE O0

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-N for WARREN PENN CHARITABLE TR

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
95-7110636
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2001
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$1,215,669
Income (IRS master file)
$21,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$21,916$75,000$1,215,669IRS
990December 2023-$44,904$76,991$1,268,753XML
990December 2022$22,383$75,822$1,390,648IRS
990December 2021–––IRS
990December 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 95-7110636).

Questions about WARREN PENN CHARITABLE TR

What is the EIN of WARREN PENN CHARITABLE TR?
The employer identification number (EIN) of WARREN PENN CHARITABLE TR is 95-7110636.
Is WARREN PENN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to WARREN PENN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WARREN PENN CHARITABLE TR file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of WARREN PENN 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 WARREN PENN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WARREN PENN CHARITABLE TR?
The 990 for the year ended December 31, 2024 names FREDERICK J WARREN.
Who are the officers and directors of WARREN PENN CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does WARREN PENN CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $21,916, expenses of $75,000 and total assets of $1,215,669 at year end.

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