MICHAEL & ROBIN LALLY FOUNDATION CORP: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ROBIN LALLY FOUNDATION CORP (EIN 86-1421679)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-19
- IRS object ID
- 202600789349100020
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-19T13:44:55-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202715700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel E Berman CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 Breeze Drive | AddressLine1Txt |
| City | Largo | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861421679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael & Robin Lally Foundation Corp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5133245230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 Ponce De Leon Blvd | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robin Lally | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 5133245230 | PhoneNum |
| Signature | 2026-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel E Berman CPA PA | PreparerPersonNm |
| PTIN | P01429591 | PTIN |
| Phone | 7275870376 | PhoneNum |
| Preparation | 2026-03-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $906,043 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $509,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,620 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $319,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,081 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,598 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,598 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,419 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,419 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,789 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,795 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $3,756 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,990 | CashBOYAmt |
| Cash EOY | $18,311 | CashEOYAmt |
| Cash EOYFMV | $18,311 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $11,478 | AcctRcvblBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $269,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $878,028 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $15,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,326 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,619 | LandBOYAmt |
| Land EOY | $9,704 | LandEOYAmt |
| Land EOYFMV | $9,704 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $337,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $906,043 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $42 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $328,723 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $337,863 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $337,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $337,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$6,964 | OtherIncreasesAmt |
| Subtotal | $337,863 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $337,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LT Covered Securities - Morgan Stanley | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-01-21 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $509,418 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $193,798 | CostOrOtherBasisAmt |
| Gain Or Loss | $315,620 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $315,620 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,435 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $69 | EsPenaltyAmt |
| Tax Due | $4,504 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robin Lally | IndividualWithBooksNm |
| Phone | 7274895885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 Ponce De Leon Blvd 301 | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Lally | ||||||||
| 1180 Ponce De Leon Blvd | Clearwater | FL | 33756 | Vice-President | 1.00 | $0 | $0 | $0 |
| Robin Lally | ||||||||
| 1180 Ponce De Leon Blvd | Clearwater | FL | 33756 | President/Treasurer | 6.00 | $0 | $0 | $0 |
| Doris Lally | ||||||||
| 1180 Ponce De Leon Blvd | Clearwater | FL | 33756 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Black American Engineering Scholarship See attached | Description1Txt |
| Expenses1 | $15,555 | Expenses1Amt |
| Description2 | Maxine Simeone Community Renovation Project See attached | Description2Txt |
| Expenses2 | $54,434 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,435 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $287,376 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $172,684 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $331,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,024,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,376 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $287,376 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,311,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,311,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $172,684 | ExcessFromYear4Amt |
| Excess From Year3 | $181,272 | ExcessFromYear3Amt |
| Excess From Year2 | $338,709 | ExcessFromYear2Amt |
| Excess From Year1 | $331,450 | ExcessFromYear1Amt |
| Excess From Current Year | $287,376 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| North Carolina A&T State University | ||||||
| 1601 E Market St | Greensboro | NC | 27411 | PC | Scholarship | $5,000 |
| Carnegie Mellon University | ||||||
| 5000 Forbes Ave | Pittsburgh | PA | 15213 | PC | Scholarship | $3,056 |
| Virginia Commonwealth University | ||||||
| 907 Floyd Ave | Richmond | VA | 23284 | PC | Scholarship | $10,000 |
| Virginia Commonwealth University | ||||||
| 907 Floyd Ave | Richmond | VA | 23284 | PC | Scholarship | $5,000 |
| The Verge Asheville Apts | ||||||
| 600 Bulldog Dr | Asheville | NC | 28801 | I | Scholarship | $4,000 |
| Florida State University | ||||||
| 600 W College Ave | Tallahassee | FL | 32306 | PC | Scholarship | $5,000 |
| Pitiful Paws | ||||||
| 64 Private Dr 1464 | Chesapeake | OH | 45619 | PC | Unrestricted Grant | $8,500 |
| University of Maryland | ||||||
| 8000 Paint Branch Dr | College Park | MD | 20742 | PC | Scholarship | $1,689 |
| Western Washington University | ||||||
| 516 High St | Bellingham | WA | 98225 | PC | Scholarship | $603 |
| Purdue University | ||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | PC | Scholarship | $5,000 |
| Tuskegee University | ||||||
| 1200 W Montgomery Rd | Tuskegee | AL | 36088 | PC | Scholarship | $1,000 |
| Mississippi State University | ||||||
| 75 BS Hood Dr | Mississippi State | MS | 39762 | PC | Scholarship | $5,000 |
| University of Connecticut | ||||||
| 352 Mansfield Rd | Storrs | CT | 06269 | PC | Scholarship | $5,000 |
| New York University | ||||||
| 50 W 4th St | New York | NY | 10012 | PC | Scholarship | $5,000 |
| Pitiful Paws | ||||||
| 64 Private Dr 1464 | Chesapeake | OH | 45619 | PC | Unrestricted Grant | $6,000 |
| Purdue University Northwest | ||||||
| 2200 169th St | Hammond | IN | 46323 | PC | Scholarship | $3,906 |
| Carnegie Mellon University | ||||||
| 5000 Forbes Ave | Pittsburgh | PA | 15213 | PC | Scholarship | $3,437 |
| Harvey Mudd College | ||||||
| 301 Platt Blvd | Claremont | CA | 91711 | PC | Scholarship | $5,000 |
| Harvey Mudd College | ||||||
| 301 Platt Blvd | Claremont | CA | 91711 | PC | Scholarship | $5,000 |
| New York University | ||||||
| 50 W 4th St | New York | NY | 10012 | PC | Scholarship | $5,000 |
| North Carolina A&T | ||||||
| 1601 E Market St | Greensboro | NC | 27411 | PC | Scholarship | $5,000 |
| Vanderbilt | ||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | PC | Scholarship | $2,250 |
| Florida State University | ||||||
| 282 Champions Way | Tallahassee | FL | 32306 | PC | Scholarship | $550 |
| Ezra Bradley | ||||||
| 1115 E Myrtle St | Bellingham | WA | 98225 | I | Scholarship | $2,458 |
| Ezra Bradley | ||||||
| 1115 E Myrtle St | Bellingham | WA | 98225 | I | Scholarship | $2,457 |
| Ezra Bradley | ||||||
| 1115 E Myrtle St | Bellingham | WA | 98225 | I | Scholarship | $4,000 |
| Ezra Bradley | ||||||
| 1115 E Myrtle St | Bellingham | WA | 98225 | I | Scholarship | $3,000 |
| Fort Mill Care Center | ||||||
| 2760 Old Nation Rd | Fort Mill | SC | 29715 | PC | Grant | $500 |
| Fort Mill Care Center | ||||||
| 2760 Old Nation Rd | Fort Mill | SC | 29715 | PC | Grant | $250 |
| Greater Than Tech | ||||||
| 6608 El Cajon Blvd | San Diego | CA | 92115 | PC | Grant | $5,000 |
| Trevor Goldston | ||||||
| 2500 University Heights UNCA 7704 | Asheville | NC | 28804 | I | Scholarship | $2,846 |
| The Kaizen Foundation | ||||||
| 4307 Crow Rd | Monroe | NC | 281127568 | PC | Grant | $500 |
| Community Foundation of Tampa Bay | ||||||
| 110 Central Ave | St Petersburg | FL | 33701 | PC | Grant | $20,000 |
| Tri County HBCU Alliance | ||||||
| 725 Cherry Rd Ste 169 4102 | Rock Hill | SC | 29732 | PC | Grant | $1,500 |
| Tri County HBCU Alliance | ||||||
| 725 Cherry Rd Ste 169 4102 | Rock Hill | SC | 29732 | PC | Grant | $1,250 |
| Vickie Guion | ||||||
| 207 N Laurel St | Richmond | VA | 23220 | I | Scholarship | $795 |
| Make a Wish America | ||||||
| 850 Concourse Pkwy S Ste 150 | Maitland | FL | 32751 | PC | Grant | $2,500 |
| 2 Grateful Hearts | ||||||
| 2310 Tall Pines Dr Ste 220 | Largo | FL | 33771 | PC | Grant | $2,500 |
| Zeffy Friends of Rose | ||||||
| 2453 P St NW | Washington | DC | 20007 | PC | Grant | $1,505 |
| Raising Relief Foundation | ||||||
| 2840 W Bay Dr | Belleair Bluffs | FL | 33770 | PC | Grant | $25,000 |
| UC Foundation | ||||||
| 51 Goodman Dr Ste 100 | Cincinnati | OH | 452210365 | PC | Grant | $5,000 |
| Glenn H Curtiss Museum | ||||||
| 8419 NY-54 | Hammondsport | NY | 14840 | PC | Grant | $5,000 |
| Maxine Irene Simeone Trust | ||||||
| 1315 Georgia Ave | Dunedin | FL | 34698 | I | Donation | $20,000 |
| Maxine Simeone | ||||||
| 1315 Georgia Ave | Dunedin | FL | 34698 | I | Renovation Project | $26,258 |
| Big Brothers Big Sisters Erie Nia | ||||||
| 100 River Rock Dr Ste 104 | Buffalo | NY | 14207 | PC | Grant | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $315,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,081 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Photo / Video Equip | 2024-01-23 | $4,695 | $671 | 200DB | 7.000000000000 | $1,150 |
| Computers | 2024-07-22 | $4,494 | $899 | 200DB | 5.000000000000 | $1,438 |
| Computer | 2025-06-06 | $980 | 200DB | 5.000000000000 | $196 | |
| Apple Computers | 2025-07-28 | $3,907 | 200DB | 5.000000000000 | $781 | |
| Computer | 2025-09-02 | $954 | 200DB | 5.000000000000 | $191 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $309,890 | EOYBookValueAmt |
| EOYFMV | $878,028 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $15,030 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,326 | AccumulatedDepreciationAmt |
| Book Value | $9,704 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Outside Contract Services | $4,370 | $4,370 |
| Computer & Subscriptions | $2,285 | $2,285 |
| Business Registration Fees | $61 | |
| Bank Charges | $200 | |
| Community Outreach | $1,641 | $1,641 |
| Supplies | $753 | $753 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | -$6,964 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Liabilities | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $42 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2023 Excise Tax | $5,522 |
| 2024 Excise Tax | $1,273 |