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Nonprofit · EIN 13-3388411

CLIFFORD AND LAVONNE GRAESE FOUNDATION

Tax-exempt · YULEE, FL 32097

Financials

$553K$782K2023$1.2M$1.3M2024$1.5M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of CLIFFORD AND LAVONNE GRAESE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,453,754$1,101,824$351,930$9,432,594$0$9,432,594
December 31, 2024990-PF$1,157,792$1,295,362-$137,570$9,080,665$0$9,080,665
December 31, 2023990-PF$553,168$782,435-$229,267$9,218,235$0$9,218,235
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$811,040
Net gain from sales of assets
$642,714

Expenses

Grants and similar amounts paid
$1,020,000
Disbursements for charitable purposes
$1,020,000
Excise tax on investment income
$19,429

Balance sheet and other

Total assets, start of year
$9,080,665
Total assets, end of year
$9,432,594
Total liabilities, end of year
$0
Net assets, end of year
$9,432,594
Fair market value of assets
$16,508,889
Qualifying distributions
$1,020,000
Net investment income
$1,453,754

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
Diane Graese
763 Continuum Loop, Yulee, FL 32097
President/Treasurer/Dir2$0
Sally Daugherty
7005 Nobleton Drive, Windermere, FL 34786
VP/Director1$0
Larry Graese
13268 Tomaha Ridge Road, Rapid City, SD 57702
VP Director1$0
Susan Alfirevic
5717 Summit View Drive, Brooksville, FL 34601
Chairman, Sec,Dir1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Diane Graese
763 Continuum Loop, Yulee, FL 32097
President/Treasurer/Dir2$0
Sally Daugherty
7005 Nobleton Drive, Windermere, FL 34786
VP/Director1$0
Larry Graese
13268 Tomaha Ridge Road, Rapid City, SD 57702
VP Director1$0
Susan Alfirevic
5717 Summit View Drive, Brooksville, FL 34601
Chairman, Sec,Dir1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Diane Graese
763 Continuum Loop, Yulee, FL 32097
President/Treasurer/Dir2$0
Sally Daugherty
7005 Nobleton Drive, Windermere, FL 34786
VP/Director1$0
Larry Graese
13268 Tomaha Ridge Road, Rapid City, SD 57702
VP Director1$0
Susan Alfirevic
5518 S Park Ave, Hinsdale, IL 60521
Chairman, Sec,Dir1$0

Address and contacts

Address (IRS master file)
763 CONTINUUM LOOP, YULEE, FL 32097-3659
Signed the 990-PF
Diane Graese, President/Treasurer/Dir
Phone
(702) 468-5922
Return prepared by
C & M Benton 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
13-3388411
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,432,594
Income (IRS master file)
$3,046,664

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,453,754$1,101,824$9,432,594XML
990-PFDecember 2024$1,157,792$1,295,362$9,080,665XML
990-PFDecember 2023$553,168$782,435$9,218,235XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-3388411).

Questions about CLIFFORD AND LAVONNE GRAESE FOUNDATION

What is the EIN of CLIFFORD AND LAVONNE GRAESE FOUNDATION?
The employer identification number (EIN) of CLIFFORD AND LAVONNE GRAESE FOUNDATION is 13-3388411.
Is CLIFFORD AND LAVONNE GRAESE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to CLIFFORD AND LAVONNE GRAESE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLIFFORD AND LAVONNE GRAESE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CLIFFORD AND LAVONNE GRAESE 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 CLIFFORD AND LAVONNE GRAESE 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 CLIFFORD AND LAVONNE GRAESE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does CLIFFORD AND LAVONNE GRAESE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,453,754, expenses of $1,101,824 and total assets of $9,432,594 at year end.

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