Nonprofit · EIN 87-0680982
ROBERT F ORR CHARITABLE FOUNDATION
Tax-exempt · DRAPER, UT 84020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,646,155 | $576,481 | $1,069,674 | $5,010,653 | $0 | $5,010,653 |
| December 31, 2024 | 990-PF | $135,032 | $554,553 | -$419,521 | $3,921,482 | $0 | $3,921,482 |
| December 31, 2023 | 990-PF | -$194,340 | $342,737 | -$537,077 | $4,372,675 | $0 | $4,372,675 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $113,206
- Net gain from sales of assets
- $1,532,949
Expenses
- Grants and similar amounts paid
- $537,099
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $541,708
- Excise tax on investment income
- $22,398
Balance sheet and other
- Total assets, start of year
- $3,921,482
- Total assets, end of year
- $5,010,653
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,010,653
- Fair market value of assets
- $5,294,538
- Qualifying distributions
- $541,708
- Net investment income
- $1,646,155
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLI LUNDGREN 312 AALII WAY, LAHAINA, HI 96761 | SEC/TREASURER/DIRECTOR | 1 | $0 |
| GREGORY R ORR 1908 N LOOKOUT PEAK CIR, HEBER CITY, UT 84032 | DIRECTOR | 1 | $0 |
| TROY J ORR 2078 E TIVOLI HILLS CT, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLI LUNDGREN 312 AALII WAY, LAHAINA, HI 96761 | SEC/TREASURER/DIRECTOR | 1 | $0 |
| GREGORY R ORR 1908 N LOOKOUT PEAK CIR, HEBER CITY, UT 84032 | DIRECTOR | 1 | $0 |
| TROY J ORR 2078 E TIVOLI HILLS CT, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLI LUNDGREN 312 AALII WAY, LAHAINA, HI 96761 | SEC/TREASURER/DIRECTOR | 1 | $0 |
| GREGORY R ORR 1908 N LOOKOUT PEAK CIR, HEBER CITY, UT 84032 | DIRECTOR | 1 | $0 |
| TROY J ORR 2078 E TIVOLI HILLS CT, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2078 E TIVOLI HILLS CT, DRAPER, UT 84020-6100
- In care of
- % KELLI LUNDGREN
- Signed the 990-PF
- KELLI LUNDGREN, DIRECTOR
- Phone
- (801) 943-0642
- Return prepared by
- CBIZ ADVISORS LLC
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 | 990-PF 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
- 87-0680982
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,010,653
- Income (IRS master file)
- $5,780,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,646,155 | $576,481 | $5,010,653 | IRS |
| 990-PF | December 2024 | $135,032 | $554,553 | $3,921,482 | XML |
| 990-PF | December 2023 | -$194,340 | $342,737 | $4,372,675 | 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 87-0680982).
Questions about ROBERT F ORR CHARITABLE FOUNDATION
- What is the EIN of ROBERT F ORR CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERT F ORR CHARITABLE FOUNDATION is 87-0680982.
- Is ROBERT F ORR CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERT F ORR CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT F ORR CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT F ORR CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT F ORR CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT F ORR CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT F ORR CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,646,155, expenses of $576,481 and total assets of $5,010,653 at year end.
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