The Peter Dartley Charitable Trust

Vero Beach, FL
Tax-exempt since May 1995
EIN: 13-3405097

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture, and Humanities N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$124k (2024)

Expenses

$227k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$123,959

Expenses

$227,126

Net Income

-$103,167

Net Assets

$3,645,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$129,084	> 100%
Sales of Assets	-$5,129
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,513	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,645,574
Total Liabilities	$0
Net Assets	$3,645,574

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

-$270,287

Expenses

$392,972

Net Income

-$663,259

Net Assets

$3,749,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$102,838
Dividends	$59,420
Sales of Assets	-$455,672
Other Income	$23,127

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,513	55.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,749,190
Total Liabilities	$0
Net Assets	$3,749,190

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on June 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$269,153

Expenses

$344,212

Net Income

-$75,059

Net Assets

$4,280,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,187	5.6%
Dividends	$78,840	29.3%
Sales of Assets	$120,870	44.9%
Other Income	$54,256	20.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,250	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,280,435
Total Liabilities	$0
Net Assets	$4,280,435

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$315,011

Expenses

$367,783

Net Income

-$52,772

Net Assets

$4,757,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,550	33.8%
Sales of Assets	$196,572	62.4%
Other Income	$11,889	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,022	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,757,712
Total Liabilities	$0
Net Assets	$4,757,712

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

Expenses

$205,250

Net Income

-$205,249

Net Assets

$1,022,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,000	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,022,235
Total Liabilities	$1
Net Assets	$1,022,234

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$212,366

Expenses

$263,998

Net Income

-$51,632

Net Assets

$4,665,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,735	83.7%
Sales of Assets	$21,486	10.1%
Other Income	$13,145	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,830	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,668,732
Total Liabilities	$3,619
Net Assets	$4,665,113

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$378,582

Expenses

$238,712

Net Income

$139,870

Net Assets

$4,581,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,518	51.6%
Sales of Assets	$175,097	46.3%
Other Income	$7,967	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,971	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,651,042
Total Liabilities	$69,318
Net Assets	$4,581,724

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$281,468

Expenses

$229,000

Net Income

$52,468

Net Assets

$4,539,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$185,374	65.9%
Sales of Assets	$75,319	26.8%
Other Income	$20,774	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,025	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,575,991
Total Liabilities	$36,911
Net Assets	$4,539,080

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Oct. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$283,428

Expenses

$117,387

Net Income

$166,041

Net Assets

$4,486,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$171,011	60.3%
Sales of Assets	$103,060	36.4%
Other Income	$9,357	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,650	77.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,639,901
Total Liabilities	$153,289
Net Assets	$4,486,612

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on Oct. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$91,362

Expenses

$172,770

Net Income

-$81,408

Net Assets

$4,320,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,760	8.5%
Interest Revenue	$0
Dividends	$83,602	91.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,155	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,320,571
Total Liabilities	$0
Net Assets	$4,320,571

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$83,615

Expenses

$133,725

Net Income

-$50,110

Net Assets

$4,403,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,612	100.0%
Sales of Assets	$3	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,067	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,403,979
Total Liabilities	$0
Net Assets	$4,403,979

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on May 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$102,135

Expenses

$51,503

Net Income

$50,632

Net Assets

$4,456,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,776	91.8%
Sales of Assets	$8,359	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,616	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,456,089
Total Liabilities	$0
Net Assets	$4,456,089

Compensation

Key Employees and Officers	Compensation	Other
Peter Dartley (Trustee)	$0	$0
Karen Dartley (Trustee)	$0	$0

990-PF

Filed on June 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$127,283

Expenses

$54,615

Net Income

$72,668

Net Assets

$4,407,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,780	67.4%
Sales of Assets	$41,503	32.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,958	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,407,457
Total Liabilities	$1
Net Assets	$4,407,456

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$795,422

Expenses

$108,345

Net Income

-$903,767

Net Assets

$4,337,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,519
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,970	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,337,951
Total Liabilities	$0
Net Assets	$4,337,951

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Updated September 25, 2025

The Peter Dartley Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $124k (2024)

Expenses $227k (2024)

Total Assets $3.65M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Revenue

$124k (2024)

Expenses

$227k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001