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Nonprofit · EIN 22-3646396

DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC

Tax-exempt · WATCHUNG, NJ 07069

Financials

$2.3M$900K2023$1.4M$1.2M2024$2.7M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,672,673$1,076,291$1,596,382$14,764,927$0$14,764,927
December 31, 2024990-PF$1,415,927$1,218,766$197,161$13,168,545$0$13,168,545
December 31, 2023990-PF$2,292,238$900,379$1,391,859$12,971,384$0$12,971,384
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,015,591
Dividends
$322,958
Interest
$185,935
Net gain from sales of assets
$120,685
Other income
$27,504

Expenses

Grants and similar amounts paid
$950,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$950,000
Excise tax on investment income
$7,378

Balance sheet and other

Total assets, start of year
$13,168,545
Total assets, end of year
$14,764,927
Total liabilities, end of year
$0
Net assets, end of year
$14,764,927
Fair market value of assets
$17,097,147
Qualifying distributions
$950,000
Net investment income
$657,082

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
DAVID J LACKLAND
89389 OLD HIGHWAY, TAVERNIER, FL 33070
TRUSTEE/PRES0$0
DAVID K WHITLOCK
15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652
TRUSTEE/SEC0$0
DALE LOCHET
333 VALLEY ROAD, WATCHUNG, NJ 07069
TRUSTEE/TREASURER0$0
WILLIAM F RAINALDI
290 WEST MOUNT PLEASANT AVE SUITE, 2300, LIVINGSTON, NJ 07039
TRUSTEE/FIN OFFICER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DAVID J LACKLAND
89389 OLD HIGHWAY, TAVERNIER, FL 33070
TRUSTEE/PRES0$0
DAVID K WHITLOCK
15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652
TRUSTEE/SEC0$0
DALE LOCHET
333 VALLEY ROAD, WATCHUNG, NJ 07069
TRUSTEE/TREASURER0$0
WILLIAM F RAINALDI
290 WEST MOUNT PLEASANT AVE SUITE, 2300, LIVINGSTON, NJ 07039
TRUSTEE/FIN OFFICER0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID J LACKLAND
89389 OLD HIGHWAY, TAVERNIER, FL 33070
TRUSTEE/PRES0$0
DAVID K WHITLOCK
15 EAST MIDLAND AVENUE SUITE 3D, PARAMUS, NJ 07652
TRUSTEE/SEC0$0
DALE LOCHET
333 VALLEY ROAD, WATCHUNG, NJ 07069
TRUSTEE/TREA0$0
WILLIAM F RAINALDI
290 WEST MOUNT PLEASANT AVE, SUITE 2300, LIVINGSTON, NJ 07039
TRUSTEE/FIN0$0

Address and contacts

Address (IRS master file)
333 VALLEY RD, WATCHUNG, NJ 07069-6037
In care of
% DAVID K WHITLOCK ESQ
Signed the 990-PF
DALE LOCHET, TRUSTEE/TREASURER
Phone
(908) 803-2149
Return prepared by
GELTRUDE & CO 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3646396
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,764,927
Income (IRS master file)
$6,407,240

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,672,673$1,076,291$14,764,927IRS
990-PFDecember 2024$1,415,927$1,218,766$13,168,545IRS
990-PFDecember 2023$2,292,238$900,379$12,971,384XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 22-3646396).

Questions about DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC

What is the EIN of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC?
The employer identification number (EIN) of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC is 22-3646396.
Is DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC 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 DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC 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 DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,672,673, expenses of $1,076,291 and total assets of $14,764,927 at year end.

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