Nonprofit · EIN 30-6097971
THE ESR FOUNDATION
Tax-exempt · NAPLES, FL 34110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,186 | $63,473 | -$39,287 | $1,005,328 | $42,000 | $963,328 |
| December 31, 2024 | 990-PF | $21,720 | $52,621 | -$30,901 | $1,035,686 | $34,077 | $1,001,609 |
| December 31, 2023 | 990-PF | -$614,096 | $64,526 | -$678,622 | $1,073,587 | $41,077 | $1,032,510 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $20,421
- Net gain from sales of assets
- $2,765
Expenses
- Grants and similar amounts paid
- $60,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $61,100
- Excise tax on investment income
- $289
Balance sheet and other
- Total assets, start of year
- $1,035,686
- Total assets, end of year
- $1,005,328
- Total liabilities, end of year
- $42,000
- Net assets, end of year
- $963,328
- Fair market value of assets
- $1,530,739
- Qualifying distributions
- $61,100
- Net investment income
- $23,186
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 |
|---|---|---|---|
| KL SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
| JAYNE SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KL SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
| JAYNE SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KL SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
| JAYNE SPEAR 15016 PRATOLINO WAY, NAPLES, FL 34110 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 15016 PRATOLINO WAY, NAPLES, FL 34110-2717
- In care of
- % KL SPEAR
- Signed the 990-PF
- JAYNE SPEAR, TRUSTEE
- Phone
- (239) 482-5522
- Return prepared by
- HILL BARTH & KING 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
- 30-6097971
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,005,328
- Income (IRS master file)
- $50,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,186 | $63,473 | $1,005,328 | XML |
| 990-PF | December 2024 | $21,720 | $52,621 | $1,035,686 | XML |
| 990-PF | December 2023 | -$614,096 | $64,526 | $1,073,587 | 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 30-6097971).
Questions about THE ESR FOUNDATION
- What is the EIN of THE ESR FOUNDATION?
- The employer identification number (EIN) of THE ESR FOUNDATION is 30-6097971.
- Is THE ESR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE ESR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ESR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ESR 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 THE ESR 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 THE ESR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE ESR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,186, expenses of $63,473 and total assets of $1,005,328 at year end.
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