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Nonprofit · EIN 23-7059703

ALICE PACK AND L THOMAS MELLY FOUNDATION

Tax-exempt · SARASOTA, FL 34235

Financials

$926K$1.2M2022$449K$1.4M2023$20.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of ALICE PACK AND L THOMAS MELLY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$20,234,014$1,090,602$19,143,412$23,655,550$0$23,655,550
May 31, 2024990-PF$448,592$1,422,834-$974,242$4,266,059$0$4,266,059
May 31, 2023990-PF$925,801$1,249,302-$323,501$4,743,799$0$4,743,799
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$16,973
Dividends
$278,302
Interest
$29,517
Net gain from sales of assets
$19,909,222

Expenses

Grants and similar amounts paid
$1,053,241
Compensation of officers, directors and key employees
$25,000
Disbursements for charitable purposes
$1,060,426
Excise tax on investment income
$280,989

Balance sheet and other

Total assets, start of year
$4,266,059
Total assets, end of year
$23,655,550
Total liabilities, end of year
$0
Net assets, end of year
$23,655,550
Fair market value of assets
$23,747,508
Qualifying distributions
$1,060,426
Net investment income
$20,217,041

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LEE SCOTT MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$25,000
JUDITH H MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
THOMAS B MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
LEE SCOTT MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE5$25,000
JUDITH H MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
THOMAS B MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
L THOMAS MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
990-PF for the year ended May 31, 2023: 4 people
NameTitleHours / weekCompensation
LEE SCOTT MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
JUDITH H MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
THOMAS B MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0
L THOMAS MELLY
4523 WINDSOR PARK, SARASOTA, FL 34235
TRUSTEE1$0

Address and contacts

Address (IRS master file)
4253 WINDSOR PARK, SARASOTA, FL 34235-0000
In care of
% ERNST & YOUNG US LLP
Signed the 990-PF
LEE S MELLY, TRUSTEE
Phone
(646) 213-5100
Return prepared by
ANDERSEN TAX 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
23-7059703
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
1970
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$23,655,550
Income (IRS master file)
$24,426,927

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$20,234,014$1,090,602$23,655,550XML
990-PFMay 2024$448,592$1,422,834$4,266,059XML
990-PFMay 2023$925,801$1,249,302$4,743,799XML
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 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 23-7059703).

Questions about ALICE PACK AND L THOMAS MELLY FOUNDATION

What is the EIN of ALICE PACK AND L THOMAS MELLY FOUNDATION?
The employer identification number (EIN) of ALICE PACK AND L THOMAS MELLY FOUNDATION is 23-7059703.
Is ALICE PACK AND L THOMAS MELLY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to ALICE PACK AND L THOMAS MELLY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE PACK AND L THOMAS MELLY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE PACK AND L THOMAS MELLY FOUNDATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALICE PACK AND L THOMAS MELLY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of ALICE PACK AND L THOMAS MELLY FOUNDATION?
The 990-PF for the year ended May 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $25,000 (LEE SCOTT MELLY, TRUSTEE).
How much revenue does ALICE PACK AND L THOMAS MELLY FOUNDATION have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $20,234,014, expenses of $1,090,602 and total assets of $23,655,550 at year end.

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