Nonprofit · EIN 06-6502822
LARRY W MCCURDY FAMILY FOUNDATION TR
Tax-exempt · PORT ST LUCIE, FL 34987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $313,236 | $491,639 | -$178,403 | $1,279,742 | $0 | $1,279,742 |
| December 31, 2024 | 990-PF | $265,101 | $369,574 | -$104,473 | $1,458,145 | $0 | $1,458,145 |
| December 31, 2023 | 990-PF | $184,447 | $423,453 | -$239,006 | $1,562,618 | $0 | $1,562,618 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,027
- Interest
- $2
- Net gain from sales of assets
- $268,164
- Other income
- $10,043
Expenses
- Grants and similar amounts paid
- $465,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $465,000
- Excise tax on investment income
- $4,354
Balance sheet and other
- Total assets, start of year
- $1,458,145
- Total assets, end of year
- $1,279,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,279,742
- Fair market value of assets
- $2,242,523
- Qualifying distributions
- $465,000
- Net investment income
- $313,236
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 |
|---|---|---|---|
| KIMBERLY MALCOLM 12282 SW BAY BROOK DR, PORT ST LUCIE, FL 34987 | TRUSTEE | 0 | $0 |
| LAURIE MCCURDY 6 CAMBRIDGE DRIVE, MADISON, CT 06443 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY MALCOLM 3470 ULTRA, THE VILLAGES, FL 32163 | TRUSTEE | 0 | $0 |
| LAURIE GERARD 675 DURHAM ROAD, MADISON, CT 06443 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY MALCOLM 3470 ULTRA, THE VILLAGES, FL 32163 | TRUSTEE | 0 | $0 |
| LAURIE GERARD 675 DURHAM ROAD, MADISON, CT 06443 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12282 SW BAY BROOK DR, PORT ST LUCIE, FL 34987-2292
- In care of
- % LARRY W MCCURDY
- Signed the 990-PF
- KIMBERLY MALCOLM, TRUSTEE
- Phone
- (203) 245-4812
- 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
- 06-6502822
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,279,742
- Income (IRS master file)
- $796,215
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $313,236 | $491,639 | $1,279,742 | IRS |
| 990-PF | December 2024 | $265,101 | $369,574 | $1,458,145 | IRS |
| 990-PF | December 2023 | $184,447 | $423,453 | $1,562,618 | 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 06-6502822).
Questions about LARRY W MCCURDY FAMILY FOUNDATION TR
- What is the EIN of LARRY W MCCURDY FAMILY FOUNDATION TR?
- The employer identification number (EIN) of LARRY W MCCURDY FAMILY FOUNDATION TR is 06-6502822.
- Is LARRY W MCCURDY FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LARRY W MCCURDY FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LARRY W MCCURDY FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LARRY W MCCURDY FAMILY FOUNDATION TR 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 LARRY W MCCURDY FAMILY FOUNDATION TR 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 LARRY W MCCURDY FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LARRY W MCCURDY FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $313,236, expenses of $491,639 and total assets of $1,279,742 at year end.
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