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Nonprofit · EIN 16-1463956

THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD

Also known as MOOGAN THOMAS F SR TTEE

Tax-exempt · WELLSVILLE, NY 14895

Financials

$26K$36K2023$78K$34K2024$101K$43K2025
Revenue Expenses · by fiscal year end
Financials of THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$100,744$42,936$57,808$646,261$0$646,261
December 31, 2024990-PF$78,498$34,274$44,224$595,572$0$595,572
December 31, 2023990-PF$25,575$36,311-$10,736$558,169$0$558,169
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$10,000
Dividends
$8,041
Interest
$9
Net gain from sales of assets
$82,694

Expenses

Grants and similar amounts paid
$37,300
Compensation of officers, directors and key employees
$5,050
Disbursements for charitable purposes
$37,300
Excise tax on investment income
$13

Balance sheet and other

Total assets, start of year
$595,572
Total assets, end of year
$646,261
Total liabilities, end of year
$0
Net assets, end of year
$646,261
Fair market value of assets
$762,544
Qualifying distributions
$37,300
Net investment income
$8,050

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Gary Balcom
53 Park Lane, Wellsville, NY 14895
Treasurer0.3$2,250
Erland Kailbourne
2 Pine Hollow, Mendon, NY 14056
President0.15$1,400
Jessica Krause
81 Plank Rd, Porter Corners, NY 12859
00$1,400
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GARY C BALCOM
53 PARK LANE, Wellsville, NY 14895
TREASURER0.3$2,250
JESSICA KRAUSE
133 SPRING ST APT 1, Saratoga Springs, NY 12866
SECRETARY0.23$1,400
ERLAND KAILBOURNE
2 PINE HOLLOW, East Pembroke, NY 14056
PRESIDENT0.15$1,400
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CHRISTINE MOOGAN
10261 ROUTE 16, Delevan, NY 14042
PRESIDENT/SECRETARY0$0
ERLAND KAILBOURNE
2 PINE HOLLOW, East Pembroke, NY 14056
VICE PRESIDENT0$0
GARY C BALCOM
53 PARK LANE, Wellsville, NY 14895
TREASURER0$0

Address and contacts

Address (IRS master file)
53 PARK LN, WELLSVILLE, NY 14895-1027
In care of
% GARY BALCOM
Signed the 990-PF
Gary Balcom, Treasurer
Phone
(585) 610-9176
Return prepared by
H AND R BLOCK

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-1463956
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$646,261
Income (IRS master file)
$18,050

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$100,744$42,936$646,261IRS
990-PFDecember 2024$78,498$34,274$595,572IRS
990-PFDecember 2023$25,575$36,311$558,169XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 16-1463956).

Questions about THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD

What is the EIN of THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD?
The employer identification number (EIN) of THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD is 16-1463956.
Is THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $2,250 (Gary Balcom, Treasurer).
How much revenue does THOMAS F AND LAURA L MOOGAN FAMILY FOUNDATION LTD have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,744, expenses of $42,936 and total assets of $646,261 at year end.

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