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James B And Mary Kathryn Pirtle Charitable Foundation Inc

  • Fort Lauderdale, FL
  • Tax-exempt since Jan. 2014
  • EIN: 27-4371101

Organization summary

Type of Nonprofit

Designated as a 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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$33.6k (2024)

Expenses
$72.8k (2024)

Total Assets
$767k (2024)

Total Liabilities
$3 (2024)

Source: Form 990 tax filings from 2012 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 Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,568
Expenses
$72,824
Net Income
-$39,256
Net Assets
$767,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,252
18.6%
Dividends $23,825
71.0%
Sales of Assets $3,491
10.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,745
79.3%
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 $767,190
Total Liabilities $3
Net Assets $767,187
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on July 18, 2025

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

View Filing
XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,179
Expenses
$45,403
Net Income
-$28,224
Net Assets
$806,443
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,036
23.5%
Dividends $23,800
> 100%
Sales of Assets -$10,657
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,600
74.0%
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 $806,443
Total Liabilities $0
Net Assets $806,443
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Sept. 12, 2024

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

View Filing
XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,200
Expenses
$58,406
Net Income
-$12,206
Net Assets
$834,667
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,581
7.8%
Dividends $28,303
61.3%
Sales of Assets $14,316
31.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,300
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 $839,667
Total Liabilities $5,000
Net Assets $834,667
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,136
Expenses
$26,264
Net Income
$30,872
Net Assets
$846,873
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,520
2.7%
Dividends $21,886
38.3%
Sales of Assets $33,730
59.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,300
50.6%
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 $846,873
Total Liabilities $0
Net Assets $846,873
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Feb. 14, 2023

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

View Filing
XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,041
Expenses
$45,568
Net Income
$4,473
Net Assets
$823,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,634
7.3%
Dividends $7,001
14.0%
Sales of Assets $39,406
78.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,500
77.9%
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 $823,519
Total Liabilities $1
Net Assets $823,518
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on July 16, 2021

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

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,933
Expenses
$58,215
Net Income
$5,718
Net Assets
$819,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,089
11.1%
Dividends $10,580
16.5%
Sales of Assets $46,264
72.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,050
87.7%
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 $819,046
Total Liabilities $1
Net Assets $819,045
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 15, 2020

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

View Filing
XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,757
Expenses
$50,774
Net Income
$24,983
Net Assets
$813,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,046
6.7%
Dividends $11,905
15.7%
Sales of Assets $58,806
77.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,045
82.8%
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 $813,328
Total Liabilities $0
Net Assets $813,328
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 3, 2019

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,826
Expenses
$77,983
Net Income
-$35,157
Net Assets
$788,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,988
9.3%
Dividends $3,957
9.2%
Sales of Assets $34,881
81.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,300
87.6%
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 $788,345
Total Liabilities $0
Net Assets $788,345
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 5, 2018

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

View Filing
XML

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,628
Expenses
$62,176
Net Income
-$30,548
Net Assets
$823,502
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28
0.1%
Dividends $9,349
29.6%
Sales of Assets $22,251
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,100
90.2%
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 $823,502
Total Liabilities $0
Net Assets $823,502
Compensation
Key Employees and Officers Compensation Other
Mike Geary (President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Aug. 6, 2017

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,093
Expenses
$57,145
Net Income
-$4,052
Net Assets
$854,050
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,642
10.6%
Dividends $6,685
12.6%
Sales of Assets $40,766
76.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,791
88.9%
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 $854,050
Total Liabilities $0
Net Assets $854,050
Compensation
Key Employees and Officers Compensation Other
Anthony B Jacaruso Pers Rep (President) $0 $0
Mike Geary (Vice President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on July 31, 2016

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,233
Expenses
$58,192
Net Income
-$17,959
Net Assets
$863,636
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,010
42.3%
Dividends $7,677
19.1%
Sales of Assets $15,546
38.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,150
98.2%
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 $863,636
Total Liabilities $0
Net Assets $863,636
Compensation
Key Employees and Officers Compensation Other
Anthony B Jacaruso Pers Rep (President) $0 $0
Mike Geary (Vice President) $0 $0
Darrell Lipman (Treasurer) $0 $0

Document Links

990-PF
Filed on Oct. 20, 2015

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,173
Expenses
$54,245
Net Income
-$27,072
Net Assets
$887,909
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,313
45.3%
Dividends $9,024
33.2%
Sales of Assets $5,836
21.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,979
94.0%
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 $887,910
Total Liabilities $1
Net Assets $887,909

Document Links

990-PF
Filed on Jan. 29, 2016

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,019
Expenses
$87,147
Net Income
-$72,128
Net Assets
$914,982
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
3.3%
Interest Revenue $8,265
55.0%
Dividends $3,670
24.4%
Sales of Assets $2,584
17.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,420
96.9%
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 $914,982
Total Liabilities $0
Net Assets $914,982

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Nov.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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