Nonprofit · EIN 22-3646396
DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC
Tax-exempt · WATCHUNG, NJ 07069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,672,673 | $1,076,291 | $1,596,382 | $14,764,927 | $0 | $14,764,927 |
| December 31, 2024 | 990-PF | $1,415,927 | $1,218,766 | $197,161 | $13,168,545 | $0 | $13,168,545 |
| December 31, 2023 | 990-PF | $2,292,238 | $900,379 | $1,391,859 | $12,971,384 | $0 | $12,971,384 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,015,591
- Dividends
- $322,958
- Interest
- $185,935
- Net gain from sales of assets
- $120,685
- Other income
- $27,504
Expenses
- Grants and similar amounts paid
- $950,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $950,000
- Excise tax on investment income
- $7,378
Balance sheet and other
- Total assets, start of year
- $13,168,545
- Total assets, end of year
- $14,764,927
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,764,927
- Fair market value of assets
- $17,097,147
- Qualifying distributions
- $950,000
- Net investment income
- $657,082
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 |
|---|---|---|---|
| DAVID J LACKLAND 89389 OLD HIGHWAY, TAVERNIER, FL 33070 | TRUSTEE/PRES | 0 | $0 |
| DAVID K WHITLOCK 15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652 | TRUSTEE/SEC | 0 | $0 |
| DALE LOCHET 333 VALLEY ROAD, WATCHUNG, NJ 07069 | TRUSTEE/TREASURER | 0 | $0 |
| WILLIAM F RAINALDI 290 WEST MOUNT PLEASANT AVE SUITE, 2300, LIVINGSTON, NJ 07039 | TRUSTEE/FIN OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID J LACKLAND 89389 OLD HIGHWAY, TAVERNIER, FL 33070 | TRUSTEE/PRES | 0 | $0 |
| DAVID K WHITLOCK 15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652 | TRUSTEE/SEC | 0 | $0 |
| DALE LOCHET 333 VALLEY ROAD, WATCHUNG, NJ 07069 | TRUSTEE/TREASURER | 0 | $0 |
| WILLIAM F RAINALDI 290 WEST MOUNT PLEASANT AVE SUITE, 2300, LIVINGSTON, NJ 07039 | TRUSTEE/FIN OFFICER | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID J LACKLAND 89389 OLD HIGHWAY, TAVERNIER, FL 33070 | TRUSTEE/PRES | 0 | $0 |
| DAVID K WHITLOCK 15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652 | TRUSTEE/SEC | 0 | $0 |
| DALE LOCHET 333 VALLEY ROAD, WATCHUNG, NJ 07069 | TRUSTEE/TREA | 0 | $0 |
| WILLIAM F RAINALDI 290 WEST MOUNT PLEASANT AVE, SUITE 2300, LIVINGSTON, NJ 07039 | TRUSTEE/FIN | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 VALLEY RD, WATCHUNG, NJ 07069-6037
- In care of
- % DAVID K WHITLOCK ESQ
- Signed the 990-PF
- DALE LOCHET, TRUSTEE/TREASURER
- Phone
- (908) 803-2149
- Return prepared by
- GELTRUDE & CO 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
- 22-3646396
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,764,927
- Income (IRS master file)
- $6,407,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,672,673 | $1,076,291 | $14,764,927 | IRS |
| 990-PF | December 2024 | $1,415,927 | $1,218,766 | $13,168,545 | IRS |
| 990-PF | December 2023 | $2,292,238 | $900,379 | $12,971,384 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 22-3646396).
Questions about DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC
- What is the EIN of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC is 22-3646396.
- Is DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC 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 DAVID AND CAROL LACKLAND 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 2025.
- Who are the officers and directors of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,672,673, expenses of $1,076,291 and total assets of $14,764,927 at year end.
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