Nonprofit · EIN 02-0685568
HARPER FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · MOUNT DORA, FL 32757
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990-PF | $892,339 | $1,355,866 | -$463,527 | $15,438,429 | $0 | $15,438,429 |
Financial details: 990-PF for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $470,098
- Dividends
- $382,551
- Interest
- $14,664
- Net gain from sales of assets
- $25,026
Expenses
- Grants and similar amounts paid
- $1,225,000
- Compensation of officers, directors and key employees
- $54,000
- Disbursements for charitable purposes
- $1,225,000
- Excise tax on investment income
- $5,090
Balance sheet and other
- Total assets, start of year
- $14,656,959
- Total assets, end of year
- $15,438,429
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,438,429
- Fair market value of assets
- $15,438,429
- Qualifying distributions
- $1,225,000
- Net investment income
- $422,241
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 June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LANCE D SMITH 2781 WEST STATE ROAD 434, LONGWOOD, FL 32779 | PRES/DIR | 10 | $18,000 |
| TERESA HARRIS 6917 SOUTH ROUND LAKE ROAD, MOUNT DORA, FL 32757 | Treas/Dir | 10 | $18,000 |
| PATRICK J DOUGHERTY 2781 WEST STATE ROAD 434, LONGWOOD, FL 32779 | Sec/VP/DIR | 10 | $18,000 |
Address and contacts
- Address (IRS master file)
- 6917 ROUND LAKE RD, MOUNT DORA, FL 32757-9646
- In care of
- % JULIAN C HEATH
- Signed the 990-PF
- LANCE D SMITH, PRES/DIR
- Phone
- (407) 886-4613
- Return prepared by
- Patrick J Dougherty CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-0685568
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $15,438,429
- Income (IRS master file)
- $1,310,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2024 | $892,339 | $1,355,866 | $15,438,429 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 02-0685568).
Questions about HARPER FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of HARPER FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HARPER FAMILY CHARITABLE FOUNDATION INC is 02-0685568.
- Is HARPER FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HARPER FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARPER FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARPER FAMILY CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARPER FAMILY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2024.
- Who are the officers and directors of HARPER FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2024 lists 3 people; 3 received compensation from the organization, the highest $18,000 (LANCE D SMITH, PRES/DIR).
- How much revenue does HARPER FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2024 it reported revenue of $892,339, expenses of $1,355,866 and total assets of $15,438,429 at year end.
Other nonprofits in MOUNT DORA
- MOUNT DORA COMMUNITY TRUST EIN 23-7227875 · last filed 990 for 2025
- WILLIAM T BLAND JR CHARITABLE TRUST EIN 82-6387611 · last filed 990-PF for 2025
- THE CHARLES B MCLIN AND MARY M MCLIN FOUNDATION EIN 59-7148365 · last filed 990-PF for 2025
- SCOTT A BOMAN FOUNDATION EIN 99-6465957 · last filed 990-PF for 2025
- GRAIFF FAMILY FOUNDATION INC EIN 88-3280284 · last filed 990-PF for 2025
- MERKLIN FAM FOUNDATION EIN 77-6239582 · last filed 990-PF for 2024
- DORO FOUNDATION EIN 88-4274781 · last filed 990-N for 2025
- WATERMAN COMMUNITIES INC EIN 59-2867652 · last filed 990 for 2025
All nonprofits in MOUNT DORA · Florida · Philanthropy, voluntarism and grantmaking foundations