Nonprofit · EIN 20-1398995
LAKEHURST FOUNDATION
Tax-exempt · FT LAUDERDALE, FL 33316
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $783,475 | $218,260 | $565,215 | $6,800,988 | $0 | $6,800,988 |
| December 31, 2024 | 990-PF | $1,081,102 | $311,987 | $769,115 | $6,040,859 | $0 | $6,040,859 |
| December 31, 2023 | 990-PF | $209,847 | $272,990 | -$63,143 | $5,694,761 | $0 | $5,694,761 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $231,442
- Net gain from sales of assets
- $552,033
Expenses
- Grants and similar amounts paid
- $177,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $177,500
- Excise tax on investment income
- $10,329
Balance sheet and other
- Total assets, start of year
- $6,040,859
- Total assets, end of year
- $6,800,988
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,800,988
- Fair market value of assets
- $8,757,989
- Qualifying distributions
- $177,500
- Net investment income
- $783,475
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | PRESIDENT | 0 | $0 |
| KATHLEEN C KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | SECRETARY | 0 | $0 |
| CHARLES B KOCH 4222 E MOORESDOCK ROAD, CATAWBA ISLAND, OH 43452 | TRUSTEE | 0 | $0 |
| JOHN P KOCH 7460 FOXBORO ROAD, GATES MILLS, OH 44040 | TRUSTEE | 0 | $0 |
| RONALD E BATES 5875 LANDERBROOK DRIVE SUITE 240, MAYFIELD HEIGHTS, OH 44124 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | PRESIDENT | 0 | $0 |
| KATHLEEN C KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | SECRETARY | 0 | $0 |
| CHARLES B KOCH 4222 E MOORESDOCK ROAD, CATAWBA ISLAND, OH 43452 | TRUSTEE | 0 | $0 |
| JOHN P KOCH 7460 FOXBORO ROAD, GATES MILLS, OH 44040 | TRUSTEE | 0 | $0 |
| RONALD E BATES 6120 PARKLAND BLVD STE 306, MAYFIELD HEIGHTS, OH 44124 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | PRESIDENT | 0 | $0 |
| KATHLEEN C KOCH 3 ISLA BAHIA DRIVE, FORT LAUDERDALE, FL 33316 | SECRETARY | 0 | $0 |
| CHARLES B KOCH 1452 ASHFORD GLEN LANE, SAGAMORE HILLS, OH 44067 | TRUSTEE | 0 | $0 |
| JOHN P KOCH 2700 CHESTERTON ROAD, SHAKER HEIGHTS, OH 44122 | TRUSTEE | 0 | $0 |
| RONALD E BATES 6120 PARKLAND BLVD STE 306, MAYFIELD HEIGHTS, OH 44124 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 ISLA BAHIA DR, FT LAUDERDALE, FL 33316-2307
- In care of
- % ST CLAIR ADVISORS LLC
- Signed the 990-PF
- CHARLES J KOCH, PRESIDENT
- Phone
- (216) 268-5304
- Return prepared by
- ST CLAIR ADVISORS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1398995
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,800,988
- Income (IRS master file)
- $5,009,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $783,475 | $218,260 | $6,800,988 | IRS |
| 990-PF | December 2024 | $1,081,102 | $311,987 | $6,040,859 | XML |
| 990-PF | December 2023 | $209,847 | $272,990 | $5,694,761 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-1398995).
Questions about LAKEHURST FOUNDATION
- What is the EIN of LAKEHURST FOUNDATION?
- The employer identification number (EIN) of LAKEHURST FOUNDATION is 20-1398995.
- Is LAKEHURST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LAKEHURST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAKEHURST FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAKEHURST FOUNDATION 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 LAKEHURST FOUNDATION 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 LAKEHURST FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LAKEHURST FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $783,475, expenses of $218,260 and total assets of $6,800,988 at year end.
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