Nonprofit · EIN 13-3318620
ROYCE FAMILY FUND INC
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,630,703 | $6,515,091 | -$1,884,388 | $97,356,400 | $41,872 | $97,314,528 |
| December 31, 2023 | 990-PF | $1,726,659 | $6,293,196 | -$4,566,537 | $99,098,241 | $41,872 | $99,056,369 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,924,307
- Net gain from sales of assets
- $2,748,723
- Other income
- -$1,042,327
Expenses
- Grants and similar amounts paid
- $5,890,470
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,468,798
- Excise tax on investment income
- $62,666
Balance sheet and other
- Total assets, start of year
- $99,098,241
- Total assets, end of year
- $97,356,400
- Total liabilities, end of year
- $41,872
- Net assets, end of year
- $97,314,528
- Fair market value of assets
- $85,549,283
- Qualifying distributions
- $7,258,903
- Net investment income
- $4,554,663
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M ROYCE C/O ROYCE ASSOC 8 SOUND SHORE DR, GREENWICH, CT 06830 | PRESIDENT AND TREASURER | 2 | $0 |
| NICHOLAS MOORE C/O ROYCE ASSOC 8 SOUND SHORE DR, GREENWICH, CT 06830 | SECRETARY | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M ROYCE C/O ROYCE ASSOC 8 SOUND SHORE DR, GREENWICH, CT 06830 | PRESIDENT AND TREASURER | 2 | $0 |
| NICHOLAS MOORE C/O ROYCE ASSOC 8 SOUND SHORE DR, GREENWICH, CT 06830 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 8 SOUND SHORE DRIVE, GREENWICH, CT 06830-7242
- In care of
- % ROYCE & ASSOCIATES
- Signed the 990-PF
- CHARLES M ROYCE, PRESIDENT
- Phone
- (203) 869-3541
- Return prepared by
- ANCHIN BLOCK & ANCHIN LLP
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 | Not 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
- 13-3318620
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $97,356,400
- Income (IRS master file)
- $4,668,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,630,703 | $6,515,091 | $97,356,400 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,726,659 | $6,293,196 | $99,098,241 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 13-3318620).
Questions about ROYCE FAMILY FUND INC
- What is the EIN of ROYCE FAMILY FUND INC?
- The employer identification number (EIN) of ROYCE FAMILY FUND INC is 13-3318620.
- Is ROYCE FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ROYCE FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROYCE FAMILY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROYCE FAMILY FUND 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 ROYCE FAMILY FUND 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 ROYCE FAMILY FUND INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROYCE FAMILY FUND INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,630,703, expenses of $6,515,091 and total assets of $97,356,400 at year end.
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