Nonprofit · EIN 36-7093389
MAVERICK LLOYD FOUNDATION
Tax-exempt · SHARON, VT 05065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $369,400 | $778,578 | -$409,178 | $6,850,609 | $1,209,960 | $5,640,649 |
| December 31, 2023 | 990-PF | $1,541,049 | $568,451 | $972,598 | $7,113,239 | $1,077,919 | $6,035,320 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $344,096
- Interest
- $5,541
- Net gain from sales of assets
- $19,763
Expenses
- Grants and similar amounts paid
- $531,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $540,195
- Excise tax on investment income
- $2,045
Balance sheet and other
- Total assets, start of year
- $7,113,239
- Total assets, end of year
- $6,850,609
- Total liabilities, end of year
- $1,209,960
- Net assets, end of year
- $5,640,649
- Fair market value of assets
- $9,904,507
- Qualifying distributions
- $540,195
- Net investment income
- $369,400
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 |
|---|---|---|---|
| ARTHUR BERNDT PO BOX 99, SHARON, VT 05065 | TRUSTEE | 1 | $0 |
| LORNA ADLEY 15345 N 95TH ST, LONGMONT, CO 80504 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR BERNDT PO BOX 99, SHARON, VT 05065 | TRUSTEE | 1 | $0 |
| LORNA ADLEY 15345 N 95TH ST, LONGMONT, CO 80504 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 100, SHARON, VT 05065-0100
- In care of
- % ARTHUR BERNDT
- Signed the 990-PF
- ARTHUR BERNDT, TRUSTEE
- Phone
- (802) 763-8680
- Website
- WWW.MAVERICKLLOYD.ORG
- Return prepared by
- GILWEE GROUP PLC
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
- 36-7093389
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $6,850,609
- Income (IRS master file)
- $1,834,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $369,400 | $778,578 | $6,850,609 | XML |
| 990-PF | December 2023 | $1,541,049 | $568,451 | $7,113,239 | 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 36-7093389).
Questions about MAVERICK LLOYD FOUNDATION
- What is the EIN of MAVERICK LLOYD FOUNDATION?
- The employer identification number (EIN) of MAVERICK LLOYD FOUNDATION is 36-7093389.
- Is MAVERICK LLOYD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MAVERICK LLOYD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAVERICK LLOYD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAVERICK LLOYD 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 MAVERICK LLOYD 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 MAVERICK LLOYD FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MAVERICK LLOYD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $369,400, expenses of $778,578 and total assets of $6,850,609 at year end.
Other nonprofits in SHARON
- SHARON ACADEMY EIN 03-0350587 · last filed 990 for 2025
- HIGH HORSES CENTER FOR EQUINE - ASSISTED SERVICES INC EIN 02-0461109 · last filed 990 for 2025
- SEVEN STARS ARTS CENTER INC EIN 03-0420714 · last filed 990-EZ for 2025
- FREE & ACCEPTED MASONS OF VERMONT EIN 23-7113512 · last filed 990-N for 2024
- ORDER OF THE EASTERN STAR OF VT GRAND CHAPTER EIN 23-7115145 · last filed 990-N for 2024
- SHARON FIREMANS ASSOCIATION EIN 83-0647568 · last filed 990-N for 2023
- SHARON CONNECTS INC EIN 39-4178110 · last filed 990-N for 2025
- SHARON PTO INC EIN 22-2855902 · last filed 990-N for 2025
All nonprofits in SHARON · Vermont · Philanthropy, voluntarism and grantmaking foundations