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Nonprofit · EIN 20-3106502

FORREST C AND FRANCES H LATTNER FOUNDATION INC

Tax-exempt · E GREENWICH, RI 02818

Financials

$2.5M$3.8M2023$2.8M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of FORREST C AND FRANCES H LATTNER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,804,896$3,192,722-$387,826$52,601,930$0$52,601,930
December 31, 2023990-PF$2,484,892$3,753,420-$1,268,528$52,989,756$0$52,989,756
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$828,366
Interest
$429,256
Net gain from sales of assets
$1,547,039
Other income
$235

Expenses

Grants and similar amounts paid
$2,025,000
Compensation of officers, directors and key employees
$544,082
Salaries, compensation and benefits (total)
$107,250
Disbursements for charitable purposes
$2,696,841
Excise tax on investment income
$32,584

Balance sheet and other

Total assets, start of year
$52,989,756
Total assets, end of year
$52,601,930
Total liabilities, end of year
$0
Net assets, end of year
$52,601,930
Fair market value of assets
$62,675,333
Qualifying distributions
$2,696,841
Net investment income
$2,804,896

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.

NameTitleHours / weekCompensation
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
CHAIRMAN10$225,042
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE10$208,783
DREW H HOLLENBECK
74 AIRPORT RD UNIT 108, WESTERLY, RI 02891
TRUSTEE10$110,257
KIM NEWTON
65 JERI LYNN CIRCLE, WARWICK, RI 02886
FUND MANAGER
Highest-paid employee
30$60,750
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
CHAIRMAN10$203,411
DREW H HOLLENBECK
74 AIRPORT RD UNIT 108, WESTERLY, RI 02891
TRUSTEE10$199,703
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE10$190,782
KIM NEWTON
65 JERI LYNN CIRCLE, WARWICK, RI 02886
FUND MANAGER
Highest-paid employee
30$63,027

Address and contacts

Address (IRS master file)
110 MAIN ST STE 302, E GREENWICH, RI 02818-3861
In care of
% DAVID HOLLENBECK
Signed the 990-PF
DAVID HOLLENBECK, CHAIRMAN
Phone
(802) 503-5056
Return prepared by
REHMANN ROBSON 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3106502
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$52,601,930
Income (IRS master file)
$16,645,154

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,804,896$3,192,722$52,601,930XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,484,892$3,753,420$52,989,756XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 20-3106502).

Questions about FORREST C AND FRANCES H LATTNER FOUNDATION INC

What is the EIN of FORREST C AND FRANCES H LATTNER FOUNDATION INC?
The employer identification number (EIN) of FORREST C AND FRANCES H LATTNER FOUNDATION INC is 20-3106502.
Is FORREST C AND FRANCES H LATTNER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to FORREST C AND FRANCES H LATTNER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FORREST C AND FRANCES H LATTNER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of FORREST C AND FRANCES H LATTNER FOUNDATION 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 FORREST C AND FRANCES H LATTNER FOUNDATION 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 FORREST C AND FRANCES H LATTNER FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $225,042 (DAVID W HOLLENBECK, CHAIRMAN).
How much revenue does FORREST C AND FRANCES H LATTNER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,804,896, expenses of $3,192,722 and total assets of $52,601,930 at year end.

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