LAFFERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAFFERTY FAMILY FOUNDATION INC (EIN 59-6199488)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349101030
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:31:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 3RD AVENUE SUITE 2400 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33394 | 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 | 596199488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFFERTY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFF | BusinessNameControlTxt |
| Phone | 9544626300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 VENEZIA GRANDE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY HSIEH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6502692175 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW S TAUBMAN CPA | PreparerPersonNm |
| PTIN | P00066513 | PTIN |
| Phone | 9545664400 | PhoneNum |
| Preparation | 2026-05-13 | 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) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,590,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $171,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $511 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $128 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,966 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,727,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,727,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,780,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,727,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,609,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,234 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $432,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,668,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,185,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,185,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,185,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,185,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,185,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,609,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $515,816 | OtherIncreasesAmt |
| Subtotal | $92,046 | SubtotalAmt |
| Other Decreases | $92,046 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES #0050 | $153,978 | $100,000 | $53,978 | $53,978 | |
| PUBLICLY TRADED SECURITIES #0065 | $1,027,186 | $987,409 | $39,777 | $39,777 | |
| PUBLICLY TRADED SECURITIES #0050 | $409,060 | $409,060 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $19 | $19 | $19 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,221 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,221 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $489 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $489 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544626300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 VENEZIA GRANDE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN D LAFFERTY DEC 722025 | ||||||||
| 100 MOORINGS PARK DR 303 | NAPLES | FL | 34105 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT W LAFFERTY SR | ||||||||
| 824 S RIO VISTA BLVD | FORT LAUDERDALE | FL | 33316 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY LAFFERTY ETZEL | ||||||||
| 651 VENEZIA GRANDE DR | NAPLES | FL | 34119 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY LAFFERTY HSIEH | ||||||||
| 191 OAK GROVE AVE | ATHERTON | CA | 94027 | SECRETARY, TREASURER, DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,990,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,041,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,041,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,010,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,732 | TotalTaxAmt |
| Distributable Before Adj | $98,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,792 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,727,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,727,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $21,590 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $21,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,727,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,628,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,650,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,650,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,590 | ExcessFromYear3Amt |
| Excess From Current Year | $2,628,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN CHILDREN'S FUND | |||||||
| 405 5TH AVE S | NAPLES | FL | 34102 | N/A | PC | GENERAL OPERATIONS | $11,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| PO BOX 675241 | DALLAS | TX | 75267 | N/A | PC | GENERAL OPERATIONS | $55,000 |
| BOOBIE QUEEN COMPANY | |||||||
| 1232 HICKMAN RD | AUGUSTA | GA | 30904 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST FL 28 | NEW YORK CITY | NY | 10281 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| EVANGELICAL FREE METHODIST CHURCH | |||||||
| 4631 SUNSET RD | NAPLES | FL | 34116 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| GALATIANS 62 INC | |||||||
| 518 13TH ST W | BRADENTON | FL | 34205 | N/A | PC | GENERAL OPERATIONS | $30,000 |
| L'ABRI FELLOWSHIP FOUNDATION | |||||||
| 49 LYNBROOK RD | SOUTHBOROUGH | MA | 01772 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| LIVE THE LIFE SOUTH FLORIDA INC | |||||||
| 5110 N FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| MENLO SCHOOL | |||||||
| 50 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| OIC OF SOUTH FLORIDA INC | |||||||
| 3407 NW 9TH AVE 100 | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PALAU (FKA LUIS PALAU ASSOCIATION) | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| PALM BEACH ATLANTIC | |||||||
| PO BOX 24708 901 S FLAGLER DRIVE | WEST PALM BEACH | FL | 33416 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LEESBURG | VA | 20176 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| RIO VISTA CHURCH | |||||||
| 614 SE 8TH ST | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| SOUTHSIDE CHURCH | |||||||
| 777 ROBINSON RD | PEACHTREE CITY | GA | 30269 | N/A | PC | GENERAL OPERATIONS | $500 |
| THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION | |||||||
| 1150 SANCTUARY PKWY STE 350 | ALPHARETTA | GA | 30009 | N/A | PC | SUPPORTING CHRISTIAN CHURCHES AND MINISTRIES. | $46,089 |
| THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION | |||||||
| 1150 SANCTUARY PKWY STE 350 | ALPHARETTA | GA | 30009 | N/A | PC | SUPPORTING CHRISTIAN CHURCHES AND MINISTRIES. | $756,240 |
| THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST | |||||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | N/A | PC | SUPPORTING EDUCATION, ARTS, HEALTH AND COMMUNITY DEVELOPMENT. | $735,596 |
| THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST | |||||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | N/A | PC | SUPPORTING EDUCATION, ARTS, HEALTH AND COMMUNITY DEVELOPMENT. | $70,057 |
| THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND | |||||||
| 100 FEDERAL ST | BOSTON | MA | 02110 | N/A | PC | SUPPORTING EDUCATION AND COMMUNITY ECONOMIC DEVELOPMENT. | $736,017 |
| THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND | |||||||
| 100 FEDERAL ST | BOSTON | MA | 02110 | N/A | PC | SUPPORTING EDUCATION AND COMMUNITY ECONOMIC DEVELOPMENT. | $70,057 |
| THEATRE THREE INC | |||||||
| 2688 LACLEDE STREET SUITE 120 | DALLAS | TX | 75201 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| VILLAGE SCHOOL OF NAPLES INC | |||||||
| 6000 GOODLETTE-FRANK RD N | NAPLES | FL | 34109 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| WAKEBOARD CHURCH INC | |||||||
| 3113 RIDGEDALE DR | GARLAND | TX | 75041 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL OPERATIONS | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,727,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| IRS INTEREST REFUND | 01 | $7 |
| FLORIDA CORPORATE INCOME TAX REFUND | 01 | $26,175 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,730 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,250 | Amt |
| Net Investment Income | $6,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION | |||||
| 1150 SANCTUARY PKWY STE 350 | ALPHARETTA | GA | 30009 | ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. | $802,329 |
| THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST | |||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. | $805,653 |
| THE LAFFERTY HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND | |||||
| 100 FEDERAL ST | BOSTON | MA | 02110 | ONE THIRD (1/3) OF CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO THE LAFFERTY/ HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND ARE OR WILL BE MADE RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS. | $806,074 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | EFFECTIVE DECEMBER 30, 2025, PURSUANT TO SECTION 617.1403 OF THE FLORIDA STATUTES, THE LAFFERTY FAMILY FOUNDATION, INC. WAS FORMALLY DISSOLVED. BETWEEN OCTOBER 21, 2025 AND DECEMBER 31, 2025 THE LAFFERTY FAMILY FOUNDATION MADE EQUAL DISTRIBUTIONS TO THREE DONOR ADVISED FUNDS: "THE LAFFERTY/HSIEH CHARITABLE FUND AT BANK OF AMERICA CHARITABLE GIFT FUND IN THE AMOUNT OF $70,057 CASH AND $736,017 FMV OF SECURITIES," "THE LAFF DAF FUND AT NATIONAL CHRISTIAN FOUNDATION CHARITABLE FOUNDATION" IN THE AMOUNT OF $46,089 CASH AND $756,240 FMV OF SECURITIES, AND "THE LAFFERTY ETZEL LEGACY DAF AT MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST" IN THE AMOUNT OF $70,057 CASH AND $735,596 FMV OF SECURITIES. AS OF THE DATE OF DISSOLUTION, THE FOUNDATION HELD A NON-INTEREST-BEARING BALANCE OF $65,392.51 TO SATISFY ALL REMAINING UNDETERMINED DISSOLUTION EXPENSES, AFTER WHICH THE REMAINING BALANCE WILL BE DISTRIBUTED EQUALLY TO THE FOLLOWING THREE ABOVE-NAMED DONOR-ADVISED FUNDS. UPON COMPLETION OF THESE DISTRIBUTIONS, THE FOUNDATION WILL CEASE ALL CHARITABLE ACTIVITIES AND WILL HAVE FULFILLED ITS CHARITABLE PURPOSES. ALL CURRENT-YEAR AND FUTURE ASSETS DISTRIBUTED TO CHARITABLE ORGANIZATIONS ARE OR WILL BE MADE TO ORGANIZATIONS RECOGNIZED UNDER IRC SECTION 170(B)(1)(A). ALL CURRENT-YEAR AND FUTURE DISTRIBUTIONS QUALIFY UNDER IRC SECTION 4942(G), AND NO PERSONAL GAINS IN PROPERTY OR INCREASES IN CHARITABLE TAX DEDUCTIONS TAKEN BY THE BOARD OF DIRECTORS WILL OCCUR AS A RESULT OF THE FUTURE CHARITABLE DISTRIBUTIONS DISCLOSED ABOVE. THIS IS THE FOUNDATION'S FINAL FORM 990-PF FILING. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $511 | LegalFeesAmt |
| Net Investment Income | $128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINAL EXPENSES AND PLEDGED DAF CONTRIBUTIONS | $91,568 |
| UNSETTLED TRADES AND TIMING DIFFERENCES | $478 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $13,966 | $13,966 | $0 |
| NORTHPOINT FINANCIAL | $3,373 | $0 | $0 |
| REAL ESTATE APPRAISAL | $5,000 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $12 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| IRS INTEREST REFUND | $7 | $7 |
| FLORIDA CORPORATE INCOME TAX REFUND | $26,175 | $26,175 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION OF SECURITIES DONATED | $513,528 |
| OTHER BASIS ADJUSTMENTS AND CHANGES IN NET ASSETS | $2,288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXTENSION TAX PAYMENT | $4,000 | $0 | $0 |
| FOREIGN TAXES PAID | $125 | $125 | $0 |