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Nonprofit · EIN 88-3571287

ROBERT M GRACE FOUNDATION INC

Tax-exempt · WINTER PARK, FL 32789

Financials

$665K$1.4M2023$1.9M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT M GRACE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,858,324$1,415,008$443,316$21,448,564$0$21,448,564
December 31, 2023990-PF$664,916$1,409,565-$744,649$21,005,248$0$21,005,248
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$903,613
Net gain from sales of assets
$861,576
Other income
$93,135

Expenses

Grants and similar amounts paid
$1,114,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,114,000
Excise tax on investment income
$21,677

Balance sheet and other

Total assets, start of year
$21,005,248
Total assets, end of year
$21,448,564
Total liabilities, end of year
$0
Net assets, end of year
$21,448,564
Fair market value of assets
$27,081,290
Qualifying distributions
$1,114,000
Net investment income
$1,858,324

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.

NameTitleHours / weekCompensation
ROBIN GRACE WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND PRESIDENT1$0
JAMES D WARD
2244 26TH STREET, SANTA MONICA, CA 90405
DIRECTOR AND VICE PRESIDENT1$0
FREDERICK J WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND TREASURER1$0
AMANDA GRACE WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND SECRETARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ROBIN GRACE WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND PRESIDENT1$0
JAMES D WARD
2244 26TH STREET, SANTA MONICA, CA 90405
DIRECTOR AND VICE PRESIDENT1$0
FREDERICK J WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND TREASURER1$0
AMANDA GRACE WARREN
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789
DIRECTOR AND SECRETARY1$0

Address and contacts

Address (IRS master file)
222 S PENNSYLVANIA AVE STE 200, WINTER PARK, FL 32789-4105
In care of
% ROBIN G WARREN
Signed the 990-PF
ROBIN GRACE WARREN, DIR/PRES
Phone
(561) 629-2263
Return prepared by
MCDIRMIT DAVIS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
88-3571287
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)
$21,448,564
Income (IRS master file)
$996,748

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,858,324$1,415,008$21,448,564XML
990-PFDecember 2023$664,916$1,409,565$21,005,248XML
990-PFDecember 2022–––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 88-3571287).

Questions about ROBERT M GRACE FOUNDATION INC

What is the EIN of ROBERT M GRACE FOUNDATION INC?
The employer identification number (EIN) of ROBERT M GRACE FOUNDATION INC is 88-3571287.
Is ROBERT M GRACE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ROBERT M GRACE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT M GRACE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT M GRACE FOUNDATION INC 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 ROBERT M GRACE FOUNDATION INC 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 ROBERT M GRACE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does ROBERT M GRACE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,858,324, expenses of $1,415,008 and total assets of $21,448,564 at year end.

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