Nonprofit · EIN 02-0811842
STARFISH FUND
Tax-exempt (reinstated) · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,937,959 | $609,910 | $2,328,049 | $7,754,785 | $0 | $7,754,785 |
| June 30, 2024 | 990-PF | $744,017 | $486,783 | $257,234 | $5,426,736 | $0 | $5,426,736 |
| June 30, 2023 | 990-PF | $333,181 | $549,401 | -$216,220 | $5,169,502 | $0 | $5,169,502 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $129,497
- Interest
- $91,880
- Net gain from sales of assets
- $2,735,621
- Other income
- -$19,039
Expenses
- Grants and similar amounts paid
- $548,364
- Disbursements for charitable purposes
- $548,364
- Excise tax on investment income
- $40,984
Balance sheet and other
- Total assets, start of year
- $5,426,736
- Total assets, end of year
- $7,754,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,754,785
- Fair market value of assets
- $9,478,449
- Qualifying distributions
- $548,364
- Net investment income
- $2,956,998
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT L LORD JR 1528 MARSH WREN LANE, NAPLES, FL 34105 | PRESIDENT/DIREC | 1 | $0 |
| SUZANNE D LORD 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 2 | $0 |
| ALBERT L LORD III 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 1 | $0 |
| CHRISTINE L DEGUZMAN 1528 MARSH WREN LANE, NAPLES, FL 34105 | Secretary/DIREC | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT L LORD JR 1528 MARSH WREN LANE, NAPLES, FL 34105 | PRESIDENT/DIREC | 1 | $0 |
| SUZANNE D LORD 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 2 | $0 |
| ALBERT L LORD III 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 1 | $0 |
| CHRISTINE L DEGUZMAN 1528 MARSH WREN LANE, NAPLES, FL 34105 | Secretary/DIREC | 1 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT L LORD JR 1528 MARSH WREN LANE, NAPLES, FL 34105 | PRESIDENT/DIREC | 1 | $0 |
| SUZANNE D LORD 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 2 | $0 |
| ALBERT L LORD III 1528 MARSH WREN LANE, NAPLES, FL 34105 | Director | 1 | $0 |
| CHRISTINE L DEGUZMAN 1528 MARSH WREN LANE, NAPLES, FL 34105 | Secretary/DIREC | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1528 MARSH WREN LN, NAPLES, FL 34105-2792
- In care of
- % REGINA MANVILLE
- Signed the 990-PF
- ALBERT L LORD JR, PRESIDENT/DIREC
- Phone
- (571) 228-1849
- Return prepared by
- Noma Tax LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-0811842
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,754,785
- Income (IRS master file)
- $5,348,652
Revocation and reinstatement
- Exemption revoked
- November 15, 2011
- Posted by the IRS
- February 21, 2015
- Reinstated
- Effective December 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,937,959 | $609,910 | $7,754,785 | IRS |
| 990-PF | June 2024 | $744,017 | $486,783 | $5,426,736 | IRS |
| 990-PF | June 2023 | $333,181 | $549,401 | $5,169,502 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0811842).
Questions about STARFISH FUND
- What is the EIN of STARFISH FUND?
- The employer identification number (EIN) of STARFISH FUND is 02-0811842.
- Is STARFISH FUND tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2011 and reinstated it effective December 15, 2013.
- Are donations to STARFISH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STARFISH FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STARFISH FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STARFISH FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of STARFISH FUND?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STARFISH FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,937,959, expenses of $609,910 and total assets of $7,754,785 at year end.
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