Nonprofit · EIN 22-6927092
OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN
Also known as LARSON JOANNE TTEE ET AL
Tax-exempt · ONEIDA, NY 13421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $739,683 | $1,746,067 | -$1,006,384 | $12,200,742 | $679,320 | $11,521,422 |
| December 31, 2023 | 990-PF | $616,916 | $1,597,978 | -$981,062 | $13,013,917 | $1,256,080 | $11,757,837 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,310
- Dividends
- $264,022
- Net rental income
- $311,350
- Net gain from sales of assets
- $162,001
Expenses
- Grants and similar amounts paid
- $732,564
- Compensation of officers, directors and key employees
- $291,300
- Salaries, compensation and benefits (total)
- $147,261
- Disbursements for charitable purposes
- $1,360,190
- Excise tax on investment income
- $4,886
Balance sheet and other
- Total assets, start of year
- $13,013,917
- Total assets, end of year
- $12,200,742
- Total liabilities, end of year
- $679,320
- Net assets, end of year
- $11,521,422
- Fair market value of assets
- $12,200,742
- Qualifying distributions
- $1,360,190
- Net investment income
- $737,373
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 |
|---|---|---|---|
| AMANDA LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | PRESIDENT | 40 | $161,300 |
| JOANNE LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | CHIEF INVESTMENT OFFICER | 30 | $90,000 |
| ARIC LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | VP OPERATIONS/ASSISTANT TO CIO | 10 | $20,000 |
| ELIJAH SULLIVAN 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | VP FINANCE AND INVESTMENTS | 20 | $20,000 |
| JAMES SULLIVAN 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | PRESIDENT | 40 | $131,228 |
| JOANNE LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | CHIEF INVESTMENT OFFICER | 30 | $90,000 |
| JAMES SULLIVAN 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | VICE-PRESIDENT | 20 | $31,800 |
| ELIJAH SULLIVAN 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | VP FINANCE AND INVESTMENTS | 20 | $26,923 |
| ARIC LARSON 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421 | TRUSTEE | 1 | $13,077 |
Address and contacts
- Address (IRS master file)
- 1081 NORTHSIDE SHOPPING CENTER, ONEIDA, NY 13421-4900
- In care of
- % GORMAN FOUNDATION
- Signed the 990-PF
- AMANDA LARSON, PRESIDENT
- Phone
- (315) 363-0170
- Website
- WWW.GORMANFOUNDATION.ORG
- Return prepared by
- BONADIO & CO 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 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
- 22-6927092
- 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)
- $12,200,742
- Income (IRS master file)
- $3,099,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $739,683 | $1,746,067 | $12,200,742 | XML |
| 990-PF | December 2023 | $616,916 | $1,597,978 | $13,013,917 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 22-6927092).
Questions about OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN
- What is the EIN of OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN?
- The employer identification number (EIN) of OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN is 22-6927092.
- Is OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN 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 OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN 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 OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 4 received compensation from the organization, the highest $161,300 (AMANDA LARSON, PRESIDENT).
- How much revenue does OWEN T & ALICE M GORMAN TEST CHARITABLE TR UW ALICE M GORMAN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $739,683, expenses of $1,746,067 and total assets of $12,200,742 at year end.
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All nonprofits in ONEIDA · New York · Philanthropy, voluntarism and grantmaking foundations