Nonprofit · EIN 20-0048522
HERBERT AND JUNIA DOAN FOUNDATION
Tax-exempt · MIDLAND, MI 48640
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $669,100 | $119,972 | $549,128 | $2,029,860 | $0 | $2,029,860 |
| December 31, 2023 | 990-PF | $59,523 | $119,281 | -$59,758 | $1,479,247 | $0 | $1,479,247 |
| December 31, 2021 | 990-PF | $193,843 | $116,141 | $77,702 | $1,558,658 | $0 | $1,558,658 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $48,240
- Interest
- $16,517
- Net gain from sales of assets
- $601,976
- Other income
- $2,367
Expenses
- Grants and similar amounts paid
- $94,981
- Disbursements for charitable purposes
- $98,938
- Excise tax on investment income
- $9,008
Balance sheet and other
- Total assets, start of year
- $1,479,247
- Total assets, end of year
- $2,029,860
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,029,860
- Fair market value of assets
- $2,138,443
- Qualifying distributions
- $98,938
- Net investment income
- $669,100
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 |
|---|---|---|---|
| JUNIA DOAN 3801 VALLEY DRIVE, MIDLAND, MI 486406601 | PRESIDENT | 0 | $0 |
| ALEXANDRA A A DOAN 63 DANN FARM RD, POUND RIDGE, NY 10576 | EXEC VP ASST | 0 | $0 |
| ALVERDA LALONDE 589 EAST SANFORD ROAD, SANFORD, MI 48657 | ASST SECRETA | 0 | $0 |
| DONNA RAPP 2330 DEEER VALLEY, MIDLAND, MI 48642 | ASST TREASUR | 0 | $0 |
| TRICIA SOMMER 3801 VALLEY DRIVE, MIDLAND, MI 486406601 | ASST SEC/TRE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUNIA DOAN 3801 VALLEY DRIVE, MIDLAND, MI 486406601 | PRESIDENT | 0 | $0 |
| ALEXANDRA A A DOAN 63 DANN FARM RD, POUND RIDGE, NY 10576 | EXEC VP ASST | 0 | $0 |
| ALVERDA LALONDE 589 EAST SANFORD ROAD, SANFORD, MI 48657 | ASST SECRETA | 0 | $0 |
| DONNA RAPP 2330 DEEER VALLEY, MIDLAND, MI 48642 | ASST TREASUR | 0 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUNIA DOAN 3801 VALLEY DRIVE, MIDLAND, MI 486406601 | PRESIDENT | 0 | $0 |
| ALEXANDRA A A DOAN 63 DANN FARM RD, POUND RIDGE, NY 10576 | EXEC VP ASST | 0 | $0 |
| ALVERDA LALONDE 589 EAST SANFORD ROAD, SANFORD, MI 48657 | ASST SECRETA | 0 | $0 |
| DONNA RAPP 2330 DEER VALLEY, MIDLAND, MI 48640 | ASST SECRETA | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3801 VALLEY DR, MIDLAND, MI 48640-6601
- In care of
- % ANNA JUNIA DOAN
- Signed the 990-PF
- TRICIA SOMMER, ASST SEC/TREAS
- Phone
- (989) 631-6600
- Return prepared by
- LUTON & CO PLLC
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
- 20-0048522
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,029,860
- Income (IRS master file)
- $2,393,901
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $669,100 | $119,972 | $2,029,860 | IRS |
| 990-PF | December 2023 | $59,523 | $119,281 | $1,479,247 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $193,843 | $116,141 | $1,558,658 | XML |
| 990-PF | 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 20-0048522).
Questions about HERBERT AND JUNIA DOAN FOUNDATION
- What is the EIN of HERBERT AND JUNIA DOAN FOUNDATION?
- The employer identification number (EIN) of HERBERT AND JUNIA DOAN FOUNDATION is 20-0048522.
- Is HERBERT AND JUNIA DOAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HERBERT AND JUNIA DOAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT AND JUNIA DOAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT AND JUNIA DOAN FOUNDATION 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 HERBERT AND JUNIA DOAN FOUNDATION 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 HERBERT AND JUNIA DOAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does HERBERT AND JUNIA DOAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $669,100, expenses of $119,972 and total assets of $2,029,860 at year end.
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