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Nonprofit · EIN 20-8662831

SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC

Tax-exempt · WINTER PARK, FL 32789

Financials

$6.2M$1.1M2023$899K$1M2024
Revenue Expenses · by fiscal year end
Financials of SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$898,539$1,045,327-$146,788$8,107,703$0$8,107,703
December 31, 2023990-PF$6,187,472$1,131,098$5,056,374$8,254,459$0$8,254,459
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$389,825
Interest
$35
Net rental income
-$585
Net gain from sales of assets
$508,679

Expenses

Grants and similar amounts paid
$928,179
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$928,680
Excise tax on investment income
$11,772

Balance sheet and other

Total assets, start of year
$8,254,459
Total assets, end of year
$8,107,703
Total liabilities, end of year
$0
Net assets, end of year
$8,107,703
Fair market value of assets
$10,440,277
Qualifying distributions
$928,680
Net investment income
$898,539

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM B YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
PRESIDENT/SECRETARY0$0
JACOB YARMUTH
8572 BRIAR BRUSH LANE, COLORADO SPRINGS, CO 80927
DIRECTOR0$0
BRADEN GAEDTKE
4910 FIBLE LANE, CRESTWOOD, KY 40014
DIRECTOR0$0
GARY GROWE
120 S CENTRAL SUITE 150, CLAYTON, MO 63105
DIRECTOR0$0
SUSAN LONG YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
TREASURER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
WILLIAM B YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
PRESIDENT/SECRETARY0$0
JACOB YARMUTH
8572 BRIAR BRUSH LANE, COLORADO SPRINGS, CO 80927
DIRECTOR0$0
ROBERT N YARMUTH
2605 MAITLAND CENTER PARKWAY SUITE, C, MAITLAND, FL 32751
DIRECTOR0$0
JEFFREY J YARMUTH
2605 MAITLAND CENTER PARKWAY SUITE, C, MAITLAND, FL 32751
DIRECTOR0$0
SUSAN LONG YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
TREASURER0$0

Address and contacts

Address (IRS master file)
1700 TEMPLE DR, WINTER PARK, FL 32789-1661
In care of
% WILLIAM B YARMUTH
Signed the 990-PF
WILLIAM YARMUTH, PRESIDENT
Phone
(502) 899-5355
Return prepared by
DEAN DORTON ALLEN FORD PLLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8662831
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
Assets (IRS master file)
$8,107,703
Income (IRS master file)
$2,841,486

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$898,539$1,045,327$8,107,703XML
990-PFDecember 2023$6,187,472$1,131,098$8,254,459IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-8662831).

Questions about SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC

What is the EIN of SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC?
The employer identification number (EIN) of SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC is 20-8662831.
Is SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SUSAN AND WILLIAM YARMUTH FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $898,539, expenses of $1,045,327 and total assets of $8,107,703 at year end.

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