Nonprofit · EIN 30-6736705
JOSEPH N & ROSEMARY E LOW FDN
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $496,773 | $279,708 | $217,065 | $3,000,289 | $0 | $3,000,289 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $95,377
- Net gain from sales of assets
- $97,165
- Other income
- $304,231
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $46,162
- Disbursements for charitable purposes
- $239,180
- Excise tax on investment income
- $6,401
Balance sheet and other
- Total assets, start of year
- $2,772,283
- Total assets, end of year
- $3,000,289
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,000,289
- Fair market value of assets
- $3,037,799
- Qualifying distributions
- $239,180
- Net investment income
- $496,754
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $46,162 |
Address and contacts
- Address (IRS master file)
- PO BOX 23559, ST PETERSBURG, FL 33742-3559
- In care of
- % RAYMOND JAMES TRUST NA TTEE
- Signed the 990-PF
- JOE WEAVER, TRUSTEE
- Phone
- (727) 567-4883
- Return prepared by
- PWC US TAX LLP
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 30-6736705
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $3,000,289
- Income (IRS master file)
- $535,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $496,773 | $279,708 | $3,000,289 | 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 30-6736705).
Questions about JOSEPH N & ROSEMARY E LOW FDN
- What is the EIN of JOSEPH N & ROSEMARY E LOW FDN?
- The employer identification number (EIN) of JOSEPH N & ROSEMARY E LOW FDN is 30-6736705.
- Is JOSEPH N & ROSEMARY E LOW FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to JOSEPH N & ROSEMARY E LOW FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH N & ROSEMARY E LOW FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH N & ROSEMARY E LOW FDN 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 JOSEPH N & ROSEMARY E LOW FDN 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 JOSEPH N & ROSEMARY E LOW FDN?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $46,162 (RAYMOND JAMES, TRUSTEE).
- How much revenue does JOSEPH N & ROSEMARY E LOW FDN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $496,773, expenses of $279,708 and total assets of $3,000,289 at year end.
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All nonprofits in ST PETERSBURG · Florida · Philanthropy, voluntarism and grantmaking foundations