Nonprofit · EIN 31-1604793
OAK LODGE FOUNDATION
Tax-exempt · ASPEN, CO 81612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $125,159 | $174,484 | -$49,325 | $2,258,105 | $0 | $2,258,105 |
| December 31, 2023 | 990-PF | $181,222 | $171,842 | $9,380 | $2,305,112 | $0 | $2,305,112 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,700
- Dividends
- $64,958
- Interest
- $28,156
- Net gain from sales of assets
- $26,345
Expenses
- Grants and similar amounts paid
- $145,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $148,350
- Excise tax on investment income
- $1,297
Balance sheet and other
- Total assets, start of year
- $2,305,112
- Total assets, end of year
- $2,258,105
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,258,105
- Fair market value of assets
- $2,756,202
- Qualifying distributions
- $148,350
- Net investment income
- $119,459
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 |
|---|---|---|---|
| WILLIAM O HUNT JR 330 LAKE AVENUE, ASPEN, CO 81611 | PRESIDENT, TREASURER & DIR | 0 | $0 |
| CHRISTOPHER HUNT 1470 E MOUNTAIN DR, MONTECITO, CA 93108 | SECRETARY | 0 | $0 |
| IAN C HUNT 1235 E MOUNTAIN DR, MONTECITO, CA 93108 | DIRECTOR | 0 | $0 |
| HILARY HUNT 1409 N DEARBORN PKWY, CHICAGO, IL 60610 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM O HUNT JR 330 LAKE AVENUE, ASPEN, CO 81611 | PRESIDENT, TREASURER & DIR | 0 | $0 |
| CHRISTOPHER HUNT 1470 E MOUNTAIN DR, MONTECITO, CA 93108 | SECRETARY | 0 | $0 |
| IAN C HUNT 1235 E MOUNTAIN DR, MONTECITO, CA 93108 | DIRECTOR | 0 | $0 |
| HILARY HUNT 1409 N DEARBORN PKWY, CHICAGO, IL 60610 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO WILLIAM O HUNT JR PO BOX, ASPEN, CO 81612-0000
- In care of
- % WILLIAM O HUNT JR
- Signed the 990-PF
- WILLIAM O HUNT JR, OFFICER
- Phone
- (970) 920-9491
- Return prepared by
- SORREN INC
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 | 990-PF on file |
IRS record
- EIN
- 31-1604793
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,258,105
- Income (IRS master file)
- $676,230
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $125,159 | $174,484 | $2,258,105 | XML |
| 990-PF | December 2023 | $181,222 | $171,842 | $2,305,112 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 31-1604793).
Questions about OAK LODGE FOUNDATION
- What is the EIN of OAK LODGE FOUNDATION?
- The employer identification number (EIN) of OAK LODGE FOUNDATION is 31-1604793.
- Is OAK LODGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to OAK LODGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK LODGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK LODGE FOUNDATION 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 OAK LODGE FOUNDATION 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 OAK LODGE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does OAK LODGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $125,159, expenses of $174,484 and total assets of $2,258,105 at year end.
Other nonprofits in ASPEN
- DAVID GLICKMAN FAMILY FOUNDATION EIN 99-3588694 · last filed 990-PF for 2024
- LEWIS FOUNDATION EIN 41-2063101 · last filed 990-PF for 2024
- SANFORD J GROSSMAN CHARITABLE TR EIN 33-6316059 · last filed 990-PF for 2025
- FULLERTON FAMILY CHARITABLE FUND EIN 47-2940908 · last filed 990-PF for 2025
- ALPENGLOW FOUNDATION EIN 45-4048834 · last filed 990-PF for 2024
- ANDREW M PAUL FAM FOUNDATION TR EIN 13-7143442 · last filed 990-PF for 2025
- HURD FAMILY FOUNDATION EIN 26-1539988 · last filed 990-PF for 2025
- CITRIN FAMILY FOUNDATION EIN 20-3144815 · last filed 990-PF for 2025
All nonprofits in ASPEN · Colorado · Philanthropy, voluntarism and grantmaking foundations