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Nonprofit · EIN 06-6026051

L Y SPEAR FOUNDATION

Tax-exempt · MYSTIC, CT 06355

Financials

$6K$4K2023$2K$5K2024$4K$3K2025
Revenue Expenses · by fiscal year end
Financials of L Y SPEAR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,577$3,023$554$36,380$0$36,380
December 31, 2024990-PF$1,577$5,481-$3,904$35,826$0$35,826
December 31, 2023990-PF$5,576$3,671$1,905$39,730$0$39,730
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,000
Dividends
$1,577

Expenses

Grants and similar amounts paid
$2,343
Disbursements for charitable purposes
$2,478
Excise tax on investment income
$20

Balance sheet and other

Total assets, start of year
$35,826
Total assets, end of year
$36,380
Total liabilities, end of year
$0
Net assets, end of year
$36,380
Fair market value of assets
$31,013
Qualifying distributions
$2,478
Net investment income
$1,577

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
RADM David M Goebel
186 Jerry Brown Rd Apt 6409, Mystic, CT 06355
Trustee1$0
CAPT Thomas F Olson
188 Crosswinds Drive, Noank, CT 06340
Trustee1$0
CAPT Emil Casciano
99 Morgan Rd, Salem, CT 06420
Trustee1$0
CAPT Frederick R Haberlandt
10 Rathbun Place, Mystic, CT 06355
Trustee1$0
CAPT David M McCall
3 Dennis Road, Old Lyme, CT 06371
Trustee1$0
CAPT Ray Gabriel
48 Harbor View Terrace, Stonington, CT 06378
Trustee1$0
CDR Gary W Kirkpatrick
12 Country Lane, Lebanon, CT 06249
Trustee1$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
RADM David M Goebel
186 Jerry Brown Rd Apt 6409, Mystic, CT 06355
Trustee1$0
CAPT Thomas F Olson
188 Crosswinds Drive, Noank, CT 06340
Trustee1$0
CAPT Emil Casciano
99 Morgan Rd, Salem, CT 06420
Trustee1$0
CAPT Frederick R Haberlandt
10 Rathbun Place, Mystic, CT 06355
Trustee1$0
CAPT David M McCall
3 Dennis Road, Old Lyme, CT 06371
Trustee1$0
CAPT Ray Gabriel
48 Harbor View Terrace, Stonington, CT 06378
Trustee1$0
CDR Gary W Kirkpatrick
12 Country Lane, Lebanon, CT 06249
Trustee1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RADM David M Goebel
186 Jerry Brown Rd Apt 6409, Mystic, CT 06355
Trustee1$0
CAPT Thomas F Olson
188 Crosswinds Drive, Noank, CT 06340
Trustee1$0
CAPT Emil Casciano
99 Morgan Rd, Salem, CT 06420
Trustee1$0
CAPT Frederick R Haberlandt
10 Rathbun Place, Mystic, CT 06355
Trustee1$0
CAPT David M McCall
3 Dennis Road, Old Lyme, CT 06371
Trustee1$0
CAPT Ray Gabriel
48 Harbor View Terrace, Stonington, CT 06378
Trustee1$0
CDR Gary W Kirkpatrick
12 Country Lane, Lebanon, CT 06249
Trustee1$0

Address and contacts

Address (IRS master file)
10 RATHBUN PL, MYSTIC, CT 06355-2434
In care of
% F HABERLANDT DEPT 658 STA J88-9
Signed the 990-PF
Frederick R Hablerlandt, Trustee
Phone
(860) 245-0025
Return prepared by
LEWIS REPRESENTATION 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6026051
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
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$36,380
Income (IRS master file)
$3,577

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,577$3,023$36,380XML
990-PFDecember 2024$1,577$5,481$35,826IRS
990-PFDecember 2023$5,576$3,671$39,730XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 06-6026051).

Questions about L Y SPEAR FOUNDATION

What is the EIN of L Y SPEAR FOUNDATION?
The employer identification number (EIN) of L Y SPEAR FOUNDATION is 06-6026051.
Is L Y SPEAR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to L Y SPEAR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does L Y SPEAR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of L Y SPEAR 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 L Y SPEAR 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 L Y SPEAR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does L Y SPEAR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,577, expenses of $3,023 and total assets of $36,380 at year end.

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