Nonprofit · EIN 59-3485274
ROOT FAMILY FOUNDATION
Also known as DONNA M BARTHOLOMEW TTEE
Tax-exempt · ORMOND BEACH, FL 32174
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $669,017 | $919,349 | -$250,332 | $8,337,634 | $0 | $8,337,634 |
| December 31, 2023 | 990-PF | $412,963 | $476,337 | -$63,374 | $8,587,966 | $0 | $8,587,966 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $274,835
- Interest
- $592
- Net gain from sales of assets
- $393,590
Expenses
- Grants and similar amounts paid
- $883,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $885,200
- Excise tax on investment income
- $8,969
Balance sheet and other
- Total assets, start of year
- $8,587,966
- Total assets, end of year
- $8,337,634
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,337,634
- Fair market value of assets
- $9,656,302
- Qualifying distributions
- $885,200
- Net investment income
- $669,017
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 |
|---|---|---|---|
| DONNA M BARTHOLOMEW 275 CLYDE MORRIS BLVD, ORMOND BEACH, FL 32174 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Voges 275 Clyde Morris Blvd, Ormond Beach, FL 32174 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 275 CLYDE MORRIS BLVD, ORMOND BEACH, FL 32174-5977
- In care of
- % DONNA M BARTHOLOMEW
- Signed the 990-PF
- DONNA M BARTHOLOMEW, TRUSTEE
- Phone
- (386) 671-4888
- Return prepared by
- H&CO 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 | 990-PF on file |
IRS record
- EIN
- 59-3485274
- 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 (T90Z)
- Assets (IRS master file)
- $8,337,634
- Income (IRS master file)
- $1,938,502
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $669,017 | $919,349 | $8,337,634 | XML |
| 990-PF | December 2023 | $412,963 | $476,337 | $8,587,966 | 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 59-3485274).
Questions about ROOT FAMILY FOUNDATION
- What is the EIN of ROOT FAMILY FOUNDATION?
- The employer identification number (EIN) of ROOT FAMILY FOUNDATION is 59-3485274.
- Is ROOT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROOT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROOT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROOT FAMILY 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 ROOT FAMILY 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 ROOT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROOT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $669,017, expenses of $919,349 and total assets of $8,337,634 at year end.
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All nonprofits in ORMOND BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations