Nonprofit · EIN 43-1783807
CHARITABLE FOUNDATION USA
Tax-exempt · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $115,291 | $227,845 | -$112,554 | $2,226,793 | $0 | $2,226,793 |
| December 31, 2023 | 990 (amended) | $69,024 | $146,286 | -$77,262 | $2,198,540 | $0 | $2,198,540 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $57,895
- Program service revenue
- $0
- Investment income
- $57,396
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $177,020
- Compensation of officers, directors and key employees
- $39,480
- Salaries, compensation and benefits (total)
- $41,647
- Professional fundraising fees
- $0
- Legal fees
- $500
- Accounting fees
- $6,678
- Program services (functional)
- $227,845
Balance sheet and other
- Total assets, start of year
- $2,198,540
- Total assets, end of year
- $2,226,793
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,226,793
- Publicly traded securities
- $2,145,351
- Gross receipts
- $115,291
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1997
- State of legal domicile
- MO
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel H Jones Sr | President Emeritus, Director Trustee or director, Officer, Highest-paid employee | 4 | $24,480 |
| Richard Paletta | CEO, Director Trustee or director, Officer, Key employee | 2 | $15,000 |
| Theodore Paletta | Director Trustee or director | 0 | $0 |
| J P Vella | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel H Jones Sr | President Trustee or director, Officer, Key employee | 10 | $28,850 |
| Richard Wise | Vice President Trustee or director, Officer | 0 | $0 |
| David Schulze | Secretary Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 838 NEAPOLITAN WAY PMB 303, NAPLES, FL 34103-3119
- In care of
- % RICHARD PALETTA ESQ
- Principal officer (990 for 2024)
- Richard Paletta, 838 Neapolitan Way, PMB303, Naples, FL 34103
- Signed the 990
- Richard Paletta, Director, Chief Executive Officer
- Phone
- (314) 556-1104
Mission
Supporting charitable causes by sharing gifts with and issuing grants to various charities and non-profit organizations throughout the United States, and administering donor advised funds, charitable endowments and charitable remainder trusts.
Program accomplishments
- Sharing gifts and issuing grants by administering donor advised funds, charitable endowments, and charitable remainder trusts.Expenses $227,845 · grants $177,020 · revenue $115,291
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1783807
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $2,226,793
- Income (IRS master file)
- $115,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $115,291 | $227,845 | $2,226,793 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $69,024 | $146,286 | $2,198,540 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $97,618 | $167,430 | $1,974,917 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | 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 43-1783807).
Questions about CHARITABLE FOUNDATION USA
- What is the EIN of CHARITABLE FOUNDATION USA?
- The employer identification number (EIN) of CHARITABLE FOUNDATION USA is 43-1783807.
- Is CHARITABLE FOUNDATION USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CHARITABLE FOUNDATION USA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARITABLE FOUNDATION USA 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 CHARITABLE FOUNDATION USA 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 CHARITABLE FOUNDATION USA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARITABLE FOUNDATION USA?
- The 990 for the year ended December 31, 2024 names Richard Paletta.
- Who are the officers and directors of CHARITABLE FOUNDATION USA?
- The 990 for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $24,480 (Daniel H Jones Sr, President Emeritus, Director).
- How much revenue does CHARITABLE FOUNDATION USA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $115,291, expenses of $227,845 and total assets of $2,226,793 at year end.
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