Nonprofit · EIN 46-3644133
J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION
Tax-exempt · SOUTHINGTON, CT 06489
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $67,661 | $104,178 | -$36,517 | $1,506,155 | $0 | $1,506,155 |
| December 31, 2023 | 990-PF | $168,748 | $213,931 | -$45,183 | $1,551,430 | $0 | $1,551,430 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $115,709
- Interest
- $28
- Net gain from sales of assets
- -$70,095
- Other income
- $22,019
Expenses
- Grants and similar amounts paid
- $79,731
- Disbursements for charitable purposes
- $99,240
- Excise tax on investment income
- $1,846
Balance sheet and other
- Total assets, start of year
- $1,551,430
- Total assets, end of year
- $1,506,155
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,506,155
- Fair market value of assets
- $1,510,837
- Qualifying distributions
- $99,240
- Net investment income
- $137,756
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 |
|---|---|---|---|
| EDWARD S POCOCK III 122 WINDWARD PLACE, SOUTHINGTON, CT 06489 | CHAIRMAN | 5 | $0 |
| STEPHEN PESTILLO 88 SQUIRES DRIVE, SOUTHINGTON, CT 06489 | VICE CHAIRMA | 1 | $0 |
| STEPHEN SALERNO 154 CASCADE RIDGE, SOUTHINGTON, CT 06489 | SECRETARY | 1 | $0 |
| JACY POCOCK 122 WINDWARD PLACE, SOUTHINGTON, CT 06489 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD S POCOCK III 122 WINDWARD PLACE, SOUTHINGTON, CT 06489 | CHAIRMAN | 0 | $0 |
| STEPHEN PESTILLO 88 SQUIRES DRIVE, SOUTHINGTON, CT 06489 | VICE CHAIRMA | 0 | $0 |
| STEPHEN SALERNO 154 CASCADE RIDGE, SOUTHINGTON, CT 06489 | SECRETARY | 0 | $0 |
| JACY POCOCK 122 WINDWARD PLACE, SOUTHINGTON, CT 06489 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 306, SOUTHINGTON, CT 06489-0306
- In care of
- % J ALLEN LAMB
- Signed the 990-PF
- EDWARD S POCOCK III, CHAIRMAN
- Phone
- (860) 794-4987
- Return prepared by
- BUDWITZ & MEYERJACK PC
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
- 46-3644133
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,506,155
- Income (IRS master file)
- $158,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $67,661 | $104,178 | $1,506,155 | XML |
| 990-PF | December 2023 | $168,748 | $213,931 | $1,551,430 | 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 46-3644133).
Questions about J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION
- What is the EIN of J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION?
- The employer identification number (EIN) of J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION is 46-3644133.
- Is J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J ALLEN LAMB & EDWARD S POCOCK III 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 J ALLEN LAMB & EDWARD S POCOCK III 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 J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does J ALLEN LAMB & EDWARD S POCOCK III FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $67,661, expenses of $104,178 and total assets of $1,506,155 at year end.
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