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Nonprofit · EIN 87-2981353

FOUNDATION FOR FINANCIAL INDEPENDENCE

Tax-exempt · RICHMOND, VA 23219

Financials

$101K$30K2023$121K$35K2024$112K$41K2025
Revenue Expenses · by fiscal year end
Financials of FOUNDATION FOR FINANCIAL INDEPENDENCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$111,884$40,503$71,381$792,623$0$792,623
December 31, 2024990-PF$121,096$35,253$85,843$721,243$0$721,243
December 31, 2023990-PF$100,741$30,203$70,538$635,399$0$635,399
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$101,000
Dividends
$21,354
Net gain from sales of assets
-$10,470

Expenses

Grants and similar amounts paid
$40,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$40,000
Excise tax on investment income
$292

Balance sheet and other

Total assets, start of year
$721,243
Total assets, end of year
$792,623
Total liabilities, end of year
$0
Net assets, end of year
$792,623
Fair market value of assets
$989,659
Qualifying distributions
$40,000
Net investment income
$21,354

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.

NameTitleHours / weekCompensation
DEE ANN REMO
919 E MAIN ST STE 950, RICHMOND, VA 23219
PRESIDENT1$0
JOHN G JORDAN III
919 E MAIN ST STE 950, RICHMOND, VA 23219
TREASURER1$0
CHARLES T HILL JR
919 E MAIN ST STE 950, RICHMOND, VA 23219
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DEE ANN REMO
919 E MAIN ST STE 950, RICHMOND, VA 23219
PRESIDENT1$0
JOHN G JORDAN III
919 E MAIN ST STE 950, RICHMOND, VA 23219
TREASURER1$0
CHARLES T HILL JR
919 E MAIN ST STE 950, RICHMOND, VA 23219
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DEE ANN REMO
919 E MAIN ST STE 950, RICHMOND, VA 23219
PRESIDENT1$0
JOHN G JORDAN III
919 E MAIN ST STE 950, RICHMOND, VA 23219
TREASURER1$0
CHARLES T HILL JR
919 E MAIN ST STE 950, RICHMOND, VA 23219
SECRETARY1$0

Address and contacts

Address (IRS master file)
919 E MAIN ST STE 950, RICHMOND, VA 23219-4623
Signed the 990-PF
DEE ANN REMO, PRESIDENT
Phone
(804) 643-4080
Return prepared by
HERITAGE WEALTH ADVISORS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-2981353
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$792,623
Income (IRS master file)
$313,266

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$111,884$40,503$792,623XML
990-PFDecember 2024$121,096$35,253$721,243XML
990-PFDecember 2023$100,741$30,203$635,399XML
990-PFDecember 2022–––IRS
990-PFDecember 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 87-2981353).

Questions about FOUNDATION FOR FINANCIAL INDEPENDENCE

What is the EIN of FOUNDATION FOR FINANCIAL INDEPENDENCE?
The employer identification number (EIN) of FOUNDATION FOR FINANCIAL INDEPENDENCE is 87-2981353.
Is FOUNDATION FOR FINANCIAL INDEPENDENCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to FOUNDATION FOR FINANCIAL INDEPENDENCE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FOUNDATION FOR FINANCIAL INDEPENDENCE file?
Form 990-PF. Private foundations file every year.
When is the next return of FOUNDATION FOR FINANCIAL INDEPENDENCE 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 FOUNDATION FOR FINANCIAL INDEPENDENCE 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 FOUNDATION FOR FINANCIAL INDEPENDENCE?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does FOUNDATION FOR FINANCIAL INDEPENDENCE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $111,884, expenses of $40,503 and total assets of $792,623 at year end.

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