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Nonprofit · EIN 13-4094405

GROVE CREEK FUND

Tax-exempt · UNIONDALE, NY 11553

Financials

$378K$328K2025
Revenue Expenses · by fiscal year end
Financials of GROVE CREEK FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$377,713$327,713$50,000$3,557,086$3,320$3,553,766
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$101,222
Dividends
$170,439
Net gain from sales of assets
$106,052

Expenses

Grants and similar amounts paid
$316,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$317,890
Excise tax on investment income
$3,908

Balance sheet and other

Total assets, start of year
$3,504,280
Total assets, end of year
$3,557,086
Total liabilities, end of year
$3,320
Net assets, end of year
$3,553,766
Fair market value of assets
$8,147,821
Qualifying distributions
$317,890
Net investment income
$287,683

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
CHARLES T FOLEY
2300 n scenic highway, Lake wales, FL 33854
TRUSTEE0$0
KATHLEEN M FOLEY
2300 N scenic highway, LAke wales, FL 33854
TRUSTEE0$0
DAVID P FOLEY
403 PONTE VEDRA BLVD, PONTE VEDRA BEACH, FL 32082
TRUSTEE0$0
CHARLES T FOLEY II
HARVARD BUSINESS SCHOOL SOLDIER, FIELD RD, BOSTON, MA 02163
TRUSTEE0$0

Address and contacts

Address (IRS master file)
50 CHARLES LINDBERGH BLVD SUITE 60, UNIONDALE, NY 11553-3626
In care of
% ESTABROOK CAPITAL MANAGEMENT FUND
Signed the 990-PF
DAVID FOLEY, TRUSTEE
Phone
(516) 483-5800
Return prepared by
Hertz Herson CPA 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 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
13-4094405
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,557,086
Income (IRS master file)
$418,701

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$704,616$271,075$3,242,880IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about GROVE CREEK FUND

What is the EIN of GROVE CREEK FUND?
The employer identification number (EIN) of GROVE CREEK FUND is 13-4094405.
Is GROVE CREEK FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to GROVE CREEK FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GROVE CREEK FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of GROVE CREEK FUND 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 GROVE CREEK FUND 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 GROVE CREEK FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does GROVE CREEK FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $377,713, expenses of $327,713 and total assets of $3,557,086 at year end.

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