Nonprofit · EIN 13-2972532
ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION
Tax-exempt · VERMONTVILLE, NY 12989
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $299,680 | $351,556 | -$51,876 | $4,967,468 | $0 | $4,967,468 |
| June 30, 2024 | 990-PF | $215,676 | $323,507 | -$107,831 | $5,019,345 | $0 | $5,019,345 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $188,592
- Interest
- $147
- Net gain from sales of assets
- $110,941
Expenses
- Grants and similar amounts paid
- $144,500
- Compensation of officers, directors and key employees
- $107,000
- Disbursements for charitable purposes
- $236,246
- Excise tax on investment income
- $2,639
Balance sheet and other
- Total assets, start of year
- $5,019,345
- Total assets, end of year
- $4,967,468
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,967,468
- Fair market value of assets
- $5,391,525
- Qualifying distributions
- $236,246
- Net investment income
- $299,680
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J ASHLEY 6 TOWER RIDGE, WESTPORT, CT 06880 | PRESIDET & DIRECTOR | 20 | $38,000 |
| DANIEL C ASHLEY 350 MANHATTAN AVENUE 1B, NEW YORK, NY 10026 | TREASURER & DIRECTOR | 10 | $23,000 |
| ELIZABETH A WADE 58 BLAKE DRIVE, FAIRFIELD, CT 06824 | SECRETARY & DIRECTOR | 10 | $23,000 |
| MADELINE R DROHAN 625 RANGELY DRIVE, COLORADO SPRINGS, CO 80921 | VICE PRESIDENT & DIRECTOR | 10 | $23,000 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J ASHLEY 6 TOWER RIDGE, WESTPORT, CT 06880 | PRESIDET & DIRECTOR | 20 | $38,000 |
| DANIEL C ASHLEY 350 MANHATTAN AVENUE 1B, NEW YORK, NY 10026 | TREASURER & DIRECTOR | 10 | $23,000 |
| ELIZABETH A WADE 58 BLAKE DRIVE, FAIRFIELD, CT 06824 | SECRETARY & DIRECTOR | 10 | $23,000 |
| MADELINE R DROHAN 625 RANGELY DRIVE, COLORADO SPRINGS, CO 80921 | VICE PRESIDENT & DIRECTOR | 10 | $23,000 |
Address and contacts
- Address (IRS master file)
- 125 DAIGNEAU TRL, VERMONTVILLE, NY 12989-1821
- In care of
- % ALLEN & BROWN
- Signed the 990-PF
- DANIEL J ASHLEY, PRESIDENT
- Phone
- (212) 697-3723
- Return prepared by
- ALLEN AND BROWN 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 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 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-2972532
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,967,468
- Income (IRS master file)
- $1,622,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $299,680 | $351,556 | $4,967,468 | XML |
| 990-PF | June 2024 | $215,676 | $323,507 | $5,019,345 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 13-2972532).
Questions about ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION
- What is the EIN of ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION is 13-2972532.
- Is ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION 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 ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $38,000 (DANIEL J ASHLEY, PRESIDET & DIRECTOR).
- How much revenue does ROBERT MIZE AND ISA WHITE TRIMBLE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $299,680, expenses of $351,556 and total assets of $4,967,468 at year end.
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