Nonprofit · EIN 27-3444167
ANNANDALE FOUNDATION INC
Tax-exempt · SUWANEE, GA 30024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $416,350 | $1,253,655 | -$837,305 | $13,524,937 | $224,121 | $13,300,816 |
| June 30, 2024 | 990 | $303,390 | $386,310 | -$82,920 | $12,731,616 | $12,698 | $12,718,918 |
| June 30, 2023 | 990 | $231,169 | $631,381 | -$400,212 | $11,570,348 | $165,723 | $11,404,625 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $42,434
- Program service revenue
- $0
- Investment income
- $373,916
- Net gain from sales of assets
- $138,587
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,180,833
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,180,833
- Management and general (functional)
- $72,822
Balance sheet and other
- Total assets, start of year
- $12,731,616
- Total assets, end of year
- $13,524,937
- Total liabilities, end of year
- $224,121
- Net assets, end of year
- $13,300,816
- Publicly traded securities
- $12,853,108
- Net assets without donor restrictions
- $9,676,994
- Net assets with donor restrictions
- $3,623,822
- Gross receipts
- $1,386,212
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2010
- State of legal domicile
- GA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM POMERANZ | PRESIDENT/EXECUTIVE DIRECTOR Officer | 1 | $0 | $350,351 | $41,750 |
| LAURA MACPHERSON | CHIEF FINANCIAL OFFICER Officer | 2.5 | $0 | $230,132 | $26,483 |
| BRYAN BENFIELD | CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 | $0 |
| NOAH LEVY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROBERT PONDER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SUZANNE MOLOCK MD | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TYLER HEARD | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHARLES A LOTZ | EMERITUS Trustee or director | 0.5 | $0 | $0 | $0 |
| LISA JACKSON | EXEC COMMITTEE AT LARGE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM POMERANZ | PRESIDENT/EXECUTIVE DIRECT Officer | 1 | $0 | $226,475 | $63,193 |
| LAURA MACPHERSON | CHIEF FINANCIAL OFFICER Officer | 2.5 | $0 | $136,706 | $18,672 |
| BRYAN BENFIELD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TYLER HEARD | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NOAH LEVY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROBERT PONDER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUZANNE MOLOCK MD | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LISA JACKSON | EXEC COM AT LARGE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES A LOTZ | EMERITUS Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM POMERANZ | PRESIDENT/EXECUTIVE DIRECT Officer | 1 | $0 | $226,475 | $63,193 |
| LAURA MACPHERSON | CHIEF FINANCIAL OFFICER Officer | 2.5 | $0 | $136,706 | $18,672 |
| BRYAN BENFIELD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TYLER HEARD | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NOAH LEVY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROBERT PONDER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUZANNE MOLOCK MD | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LISA JACKSON | EXEC COM AT LARGE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES A LOTZ | EMERITUS Trustee or director | 0.5 | $0 | $0 | $0 |
| FRANK MCKAY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MIMI BREEDEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 ANNANDALE LN, SUWANEE, GA 30024-2150
- In care of
- % ADAM POMERANZ
- Principal officer (990 for 2024)
- ADAM POMERANZ, 3500 Annandale Lane, Suwanee, GA 30024
- Signed the 990
- ADAM POMERANZ, CEO
- Phone
- (770) 945-8381
- Return prepared by
- Mauldin & Jenkins LLC
Mission
THE MISSION OF THE ORGANIZATION IS TO EXCLUSIVELY SERVE AS A SUPPORTING ORGANIZATION TO ANNANDALE AT SUWANEE, INC.
Program accomplishments
- FUNDS FROM THE FOUNDATION ARE EXCLUSIVELY FOR THE SUPPORT OF ITS SUPPORTED ENTITY, ANNANDALE AT SUWANEE, INC. IT IS ANTICIPATED THAT THESE FUNDS WILL BE USED PRIMARILY AT ANNANDALE FOR ANNANDALE'S FEE ASSISTANCE PROGRAM. THIS PROGRAM ASSISTS CERTAIN FINANCIALLY DISADVANTAGED RESIDENTS OF ANNANDALE BY ALLOWING FOR ANNANDALE TO CHARGE LOWER FEES TO THOSE PERSONS. THUS, IN A SENSE THE USE OF THE FUNDS IS ULTIMATELY RESTRICTED TO CERTAIN INDIVIDUALS, THOSE RESIDENTS AT ANNANDALE WHO ARE FIANCIALLY DISADVANTAGED AND WHO ARE SELECTED FOR THE ANNANDALE FEE ASSISTANCE PROGRAM BASED ON THEIR FINANCIAL NEED.Expenses $1,145,909 · grants $1,145,909
- FUNDS ARE GIVEN TO ANNANDALE AT SUWANEE, INC. TO SUPPORT EMPLOYEES IN TIMES OF UNEXPECTED FINANCIAL HARDSHIP.Expenses $34,924 · grants $34,924
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3444167
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G114)
- Assets (IRS master file)
- $13,524,937
- Income (IRS master file)
- $1,386,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $416,350 | $1,253,655 | $13,524,937 | IRS |
| 990 | June 2024 | $303,390 | $386,310 | $12,731,616 | IRS |
| 990 | June 2023 | $231,169 | $631,381 | $11,570,348 | XML |
| 990 | June 2022 | $132,138 | $881,567 | $11,034,650 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 27-3444167).
Questions about ANNANDALE FOUNDATION INC
- What is the EIN of ANNANDALE FOUNDATION INC?
- The employer identification number (EIN) of ANNANDALE FOUNDATION INC is 27-3444167.
- Is ANNANDALE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ANNANDALE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ANNANDALE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNANDALE FOUNDATION INC 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 ANNANDALE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANNANDALE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names ADAM POMERANZ.
- Who are the officers and directors of ANNANDALE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ANNANDALE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $416,350, expenses of $1,253,655 and total assets of $13,524,937 at year end.
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