Karen J Glanert Charitable Tr

Glanert K & Paul & J Callahan Ttee

Naples, FL
Tax-exempt since Nov. 1998
EIN: 39-6695585

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

Donations to this organization are tax deductible.

Revenue

$582k (2024)

Expenses

$299k (2024)

Total Assets

$5.46M (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

$581,837

Expenses

$298,689

Net Income

$283,148

Net Assets

$5,458,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$168,692	29.0%
Interest Revenue	$0
Dividends	$117,414	20.2%
Sales of Assets	$295,731	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,464	87.2%
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	$5,458,169
Total Liabilities	$0
Net Assets	$5,458,169

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (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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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$548,185

Expenses

$325,966

Net Income

$222,219

Net Assets

$5,175,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,082	29.0%
Interest Revenue	$0
Dividends	$108,502	19.8%
Sales of Assets	$280,601	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,108	90.8%
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	$5,175,021
Total Liabilities	$0
Net Assets	$5,175,021

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on May 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$118,188

Expenses

$338,423

Net Income

-$220,235

Net Assets

$4,952,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,554	> 100%
Interest Revenue	$0
Dividends	$69,364	58.7%
Sales of Assets	-$161,730
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,509	89.1%
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	$4,952,802
Total Liabilities	$0
Net Assets	$4,952,802

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on July 20, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$601,782

Expenses

$279,072

Net Income

$322,710

Net Assets

$5,173,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$352,347	58.6%
Interest Revenue	$0
Dividends	$253,739	42.2%
Sales of Assets	-$4,304
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,908	86.7%
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	$5,173,037
Total Liabilities	$0
Net Assets	$5,173,037

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 2, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$539,029

Expenses

$270,906

Net Income

$268,123

Net Assets

$4,850,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$330,690	61.3%
Interest Revenue	$0
Dividends	$167,501	31.1%
Sales of Assets	$40,838	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,318	87.2%
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	$4,850,327
Total Liabilities	$1
Net Assets	$4,850,326

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 29, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$418,769

Expenses

$262,360

Net Income

$156,409

Net Assets

$4,582,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$235,575	56.3%
Interest Revenue	$0
Dividends	$69,410	16.6%
Sales of Assets	$113,784	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,708	84.5%
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	$4,582,204
Total Liabilities	$1
Net Assets	$4,582,203

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 18, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$662,404

Expenses

$248,162

Net Income

$414,242

Net Assets

$4,425,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$218,640	33.0%
Interest Revenue	$0
Dividends	$61,077	9.2%
Sales of Assets	$382,687	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,116	85.9%
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	$4,425,795
Total Liabilities	$0
Net Assets	$4,425,795

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 10, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$316,416

Expenses

$216,412

Net Income

$100,004

Net Assets

$4,011,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,113	0.4%
Interest Revenue	$0
Dividends	$37,466	11.8%
Sales of Assets	$277,789	87.8%
Other Income	$48	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,267	89.3%
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	$4,011,553
Total Liabilities	$0
Net Assets	$4,011,553

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 5, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$180,148

Expenses

$216,624

Net Income

-$36,476

Net Assets

$3,911,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$124,412	69.1%
Interest Revenue	$0
Dividends	$58,629	32.5%
Sales of Assets	-$2,893
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,157	90.1%
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	$3,911,549
Total Liabilities	$0
Net Assets	$3,911,549

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$358,812

Expenses

$241,726

Net Income

$117,086

Net Assets

$3,948,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,145	11.7%
Sales of Assets	$316,667	88.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,930	86.8%
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	$3,948,025
Total Liabilities	$0
Net Assets	$3,948,025

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on July 5, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$340,571

Expenses

$228,262

Net Income

$112,309

Net Assets

$3,830,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,220	15.3%
Sales of Assets	$288,351	84.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,360	83.4%
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	$3,830,939
Total Liabilities	$0
Net Assets	$3,830,939

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on June 4, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$444,746

Expenses

$215,909

Net Income

$228,837

Net Assets

$3,718,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,245	8.4%
Sales of Assets	$407,501	91.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,488	87.3%
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	$3,718,630
Total Liabilities	$0
Net Assets	$3,718,630

Compensation

Key Employees and Officers	Compensation	Other
Karen J Glanert (Trustee)	$0	$0
Jennifer G Callahan (Trustee)	$0	$0

990-PF

Filed on July 11, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$208,147

Expenses

$216,612

Net Income

-$8,465

Net Assets

$3,489,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,390	22.8%
Sales of Assets	$160,757	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,617	84.8%
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	$3,495,881
Total Liabilities	$6,088
Net Assets	$3,489,793

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$314,898

Expenses

$206,118

Net Income

$108,780

Net Assets

$3,498,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,043	17.5%
Sales of Assets	$259,855	82.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,964	86.3%
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	$3,498,258
Total Liabilities	$0
Net Assets	$3,498,258

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Karen J Glanert Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $582k (2024)

Expenses $299k (2024)

Total Assets $5.46M (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

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$582k (2024)

Expenses

$299k (2024)

Total Assets

$5.46M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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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

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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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