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Nonprofit · EIN 20-6000685

THE@KARL G ESTES FOUNDATION

Tax-exempt · PONTE VEDRA, FL 32082

Financials

−$11K$985K2022$61K$324K2023−$892K$305K2024
Revenue Expenses · by fiscal year end
Financials of THE@KARL G ESTES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF-$891,565$304,987-$1,196,552$817,632$110$817,522
December 31, 2023990-PF$60,759$323,645-$262,886$2,028,134$14,060$2,014,074
December 31, 2022990-PF-$11,480$984,824-$996,304$2,229,554$110$2,229,444
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$847
Net gain from sales of assets
-$907,422
Other income
$15,010

Expenses

Grants and similar amounts paid
$24,413
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$29,413

Balance sheet and other

Total assets, start of year
$2,028,134
Total assets, end of year
$817,632
Total liabilities, end of year
$110
Net assets, end of year
$817,522
Fair market value of assets
$817,632
Qualifying distributions
$29,413
Net investment income
$15,857

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
CAROLINE MAY
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$0
BRUCE ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$0
KAREN ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CAROLINE MAY
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$44,950
BRUCE ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$44,950
KAREN ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$44,950
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
CAROLINE MAY
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$132,597
BRUCE ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$0
KAREN ORR
830-13 A1A N STE 361, PONTE VEDRA BEACH, FL 32082
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
13000 SAWGRASS VILLAGE CIR STE 9, PONTE VEDRA, FL 32082-5017
Signed the 990-PF
BRUCE ORR, CO-TRUSTEE
Phone
(904) 403-3203
Return prepared by
PIVOT CPAS PA

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
20-6000685
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)
Human services (P12)
Assets (IRS master file)
$817,632
Income (IRS master file)
$270,857

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024-$891,565$304,987$817,632XML
990-TDecember 2024–––IRS
990-PFDecember 2023$60,759$323,645$2,028,134XML
990-TDecember 2023–––IRS
990-PFDecember 2022-$11,480$984,824$2,229,554XML
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 20-6000685).

Questions about THE@KARL G ESTES FOUNDATION

What is the EIN of THE@KARL G ESTES FOUNDATION?
The employer identification number (EIN) of THE@KARL G ESTES FOUNDATION is 20-6000685.
Is THE@KARL G ESTES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to THE@KARL G ESTES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@KARL G ESTES FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@KARL G ESTES 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 THE@KARL G ESTES 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 THE@KARL G ESTES FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does THE@KARL G ESTES FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of -$891,565, expenses of $304,987 and total assets of $817,632 at year end.

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