Nonprofit · EIN 13-6955166
THE TOFFEY FAMILY CHARITABLE
Also known as TOFFEY H JAMES ET AL TTEE
Tax-exempt · KENNEBUNK, ME 04043
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $283,421 | $971,716 | -$688,295 | $7,506,608 | $0 | $7,506,608 |
| June 30, 2024 | 990-PF | $331,719 | $617,275 | -$285,556 | $8,194,644 | $0 | $8,194,644 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $283,242
- Interest
- $198
- Other income
- -$19
Expenses
- Grants and similar amounts paid
- $934,376
- Compensation of officers, directors and key employees
- $20,878
- Disbursements for charitable purposes
- $953,754
- Excise tax on investment income
- $3,691
Balance sheet and other
- Total assets, start of year
- $8,194,644
- Total assets, end of year
- $7,506,608
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,506,608
- Fair market value of assets
- $15,231,455
- Qualifying distributions
- $953,754
- Net investment income
- $283,440
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 |
|---|---|---|---|
| DEBORA TOFFEY PUCKETTE 236 SEA ROAD, KENNEBUNK, ME 04043 | TRUSTEE | 1 | $20,878 |
| H JAMES TOFFEY 610 HERON POINT COURT, VERO BEACH, FL 32963 | TRUSTEE | 0.5 | $0 |
| JAMES W TOFFEY 30 PEMBROKE ROAD, SUMMIT, NJ 07901 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H JAMES TOFFEY 610 HERON POINT COURT, VERO BEACH, FL 32963 | TRUSTEE | 0.5 | $0 |
| JAMES W TOFFEY 30 PEMBROKE ROAD, SUMMIT, NJ 07901 | TRUSTEE | 1 | $0 |
| DEBORA TOFFEY PUCKETTE 236 SEA ROAD, KENNEBUNK, ME 04043 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 236 SEA RD, KENNEBUNK, ME 04043-7517
- In care of
- % CARTER LEDYARD & MILBURN LLP
- Signed the 990-PF
- H JAMES TOFFEY, TRUSTEE
- Phone
- (484) 571-7546
- Return prepared by
- PWC US TAX 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 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
- 13-6955166
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,506,608
- Income (IRS master file)
- $283,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $283,421 | $971,716 | $7,506,608 | XML |
| 990-PF | June 2024 | $331,719 | $617,275 | $8,194,644 | 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 13-6955166).
Questions about THE TOFFEY FAMILY CHARITABLE
- What is the EIN of THE TOFFEY FAMILY CHARITABLE?
- The employer identification number (EIN) of THE TOFFEY FAMILY CHARITABLE is 13-6955166.
- Is THE TOFFEY FAMILY CHARITABLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE TOFFEY FAMILY CHARITABLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE TOFFEY FAMILY CHARITABLE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE TOFFEY FAMILY CHARITABLE 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 THE TOFFEY FAMILY CHARITABLE 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 THE TOFFEY FAMILY CHARITABLE?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,878 (DEBORA TOFFEY PUCKETTE, TRUSTEE).
- How much revenue does THE TOFFEY FAMILY CHARITABLE have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $283,421, expenses of $971,716 and total assets of $7,506,608 at year end.
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