Nonprofit · EIN 83-6802589
COLEN FAMILY CHARITABLE TR
Also known as KENNETH D COLEN TTEE
Tax-exempt · OCALA, FL 34481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $10,818,253 | $7,846,425 | $2,971,828 | $213,821,201 | $2,207,356 | $211,613,845 |
| March 31, 2024 | 990 | $9,337,017 | $6,632,984 | $2,704,033 | $211,606,620 | $2,962,115 | $208,644,505 |
| March 31, 2024 | 990-PF (amended) | $9,348,105 | $6,644,072 | $2,704,033 | $211,606,620 | $2,962,115 | $208,644,505 |
| March 31, 2023 | 990-PF | $18,277,014 | $4,536,104 | $13,740,910 | $208,438,791 | $2,476,447 | $205,962,344 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,777,324
- Dividends
- $2,442,502
- Interest
- $81,258
- Net gain from sales of assets
- $80,138
- Other income
- $5,444,784
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $101,319
- Salaries, compensation and benefits (total)
- $2,972,396
- Disbursements for charitable purposes
- $938,001
- Excise tax on investment income
- $35,979
Balance sheet and other
- Total assets, start of year
- $211,606,620
- Total assets, end of year
- $213,821,201
- Total liabilities, end of year
- $2,207,356
- Net assets, end of year
- $211,613,845
- Fair market value of assets
- $188,167,103
- Qualifying distributions
- $3,008,538
- Net investment income
- $2,603,898
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Vanessa Tillis Baxley 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $110,434 | $15,968 |
| Angela Swain 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Administrator Highest-paid employee | 40 | $110,346 | $13,602 |
| Rebecca Rogers 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Executive Dir | 25 | $97,644 | $1,575 |
| Hazel Jeanette Loera 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Administrator Highest-paid employee | 40 | $80,984 | $10,599 |
| Susan Schwartz DeMar 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Teacher Highest-paid employee | 40 | $75,619 | $12,364 |
| Tracy Cecil 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $65,323 | $17,605 |
| Kenneth D Colen 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Trustee | 20 | $0 | – |
990 for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Rebecca Rogers | Executive Dir Officer | 25 | $86,424 | $86,424 | $3,106 |
| Autumn Barfield | Controller | 20 | $61,800 | $61,800 | $14,288 |
| Vanessa Tillis Baxley | Principal | 40 | $82,592 | $0 | $18,569 |
| Kenneth D Colen | Trustee Trustee or director, Officer | 20 | $0 | $0 | $0 |
| Kay Fleischaker | Academy Direct. Trustee or director | 0.5 | $0 | $0 | $0 |
| Robert Colen | Academy Direct. Trustee or director | 0.5 | $0 | $0 | $0 |
| Janet W Behnke | Academy Direct. Trustee or director | 0.5 | $0 | $0 | $0 |
| Harvey C Taub MD | Academy Direct. Trustee or director | 0.5 | $0 | $0 | $0 |
| Dr Sukhbir K Nijher | Academy Direct. Trustee or director | 0.5 | $0 | $0 | $0 |
990-PF for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rebecca Rogers 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Executive Dir | 25 | $84,325 | $1,553 |
| Vanessa Tillis Baxley 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $82,592 | $16,091 |
| Ann Michelle Avery 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $65,389 | $13,532 |
| Mickel Amy Van Camp 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $56,165 | $22,662 |
| Melissa Ann Cheshire 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Teacher Highest-paid employee | 40 | $51,739 | $22,386 |
| Jennifer R Gibson 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $51,087 | $25,070 |
| Kenneth D Colen 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Trustee | 20 | $0 | – |
990-PF for the year ended March 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ann Michelle Avery 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $98,957 | $13,495 |
| Rebecca Rogers 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Executive Dir | 25 | $80,298 | $1,736 |
| Carla Joy Mulins 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Teacher Highest-paid employee | 40 | $54,636 | – |
| Autumn Barfield 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Controller Highest-paid employee | 20 | $50,087 | $2,534 |
| Kenneth D Colen 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Trustee | 20 | $0 | – |
Address and contacts
- Address (IRS master file)
- 8435 SW 80TH ST UNIT 2, OCALA, FL 34481-9127
- Signed the 990-PF
- Kenneth D Colen, Trustee
- Phone
- (352) 387-7492
- Website
- iacafl.org
- Return prepared by
- CS&L CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 83-6802589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $213,821,201
- Income (IRS master file)
- $14,279,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $10,818,253 | $7,846,425 | $213,821,201 | XML |
| 990 | March 2024 | $9,337,017 | $6,632,984 | $211,606,620 | IRS |
| 990-PF | March 2024 | $9,348,105 | $6,644,072 | $211,606,620 | XML |
| 990-PF | March 2023 | $18,277,014 | $4,536,104 | $208,438,791 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 83-6802589).
Questions about COLEN FAMILY CHARITABLE TR
- What is the EIN of COLEN FAMILY CHARITABLE TR?
- The employer identification number (EIN) of COLEN FAMILY CHARITABLE TR is 83-6802589.
- Is COLEN FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to COLEN FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLEN FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLEN FAMILY CHARITABLE TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLEN FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of COLEN FAMILY CHARITABLE TR?
- The 990-PF for the year ended March 31, 2025 lists 7 people; 6 received compensation from the organization, the highest $110,434 (Vanessa Tillis Baxley, Principal).
- How much revenue does COLEN FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $10,818,253, expenses of $7,846,425 and total assets of $213,821,201 at year end.
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All nonprofits in OCALA · Florida · Philanthropy, voluntarism and grantmaking foundations