Nonprofit · EIN 26-1500381
JAMES J CAPONE CHARITABLE FOUNDATION
Tax-exempt (reinstated) · FARMINGTON, CT 06032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $1,345,308 | $1,098,674 | $246,634 | $16,921,722 | $780,511 | $16,141,211 |
| July 31, 2024 | 990-PF | $508,758 | $1,026,535 | -$517,777 | $15,865,212 | $721,860 | $15,143,352 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $219,212
- Interest
- $4,659
- Net gain from sales of assets
- $1,103,239
- Other income
- $18,198
Expenses
- Grants and similar amounts paid
- $774,445
- Compensation of officers, directors and key employees
- $317,067
- Disbursements for charitable purposes
- $774,445
- Excise tax on investment income
- $3,112
Balance sheet and other
- Total assets, start of year
- $15,865,212
- Total assets, end of year
- $16,921,722
- Total liabilities, end of year
- $780,511
- Net assets, end of year
- $16,141,211
- Fair market value of assets
- $16,921,730
- Qualifying distributions
- $774,445
- Net investment income
- $223,871
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $105,689 |
| MICHAEL TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $105,689 |
| SAMANTHA TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $105,689 |
| LISA B TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $0 |
| JOSEPH TROY 27 TALL TIMBERS LANE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $0 |
990-PF for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $99,257 |
| MICHAEL TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $99,257 |
| SAMANTHA TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $99,257 |
| LISA B TROY 27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $0 |
| JOSEPH TROY 27 TALL TIMBERS LANE, FARMINGTON, CT 06032 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 27 TALL TIMBERS DR, FARMINGTON, CT 06032-3179
- In care of
- % LISA B TROY
- Signed the 990-PF
- LISA B TROY, TRUSTEE
- Phone
- (860) 558-5756
- Return prepared by
- PALMER LATKO LEDAS PAGE 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1500381
- 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
- 2015
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $16,921,722
- Income (IRS master file)
- $1,570,273
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- May 30, 2015
- Reinstated
- Effective March 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $1,345,308 | $1,098,674 | $16,921,722 | XML |
| 990-PF | July 2024 | $508,758 | $1,026,535 | $15,865,212 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 26-1500381).
Questions about JAMES J CAPONE CHARITABLE FOUNDATION
- What is the EIN of JAMES J CAPONE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JAMES J CAPONE CHARITABLE FOUNDATION is 26-1500381.
- Is JAMES J CAPONE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective March 15, 2015.
- Are donations to JAMES J CAPONE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES J CAPONE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES J CAPONE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES J CAPONE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of JAMES J CAPONE CHARITABLE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $105,689 (MATTHEW TROY, TRUSTEE).
- How much revenue does JAMES J CAPONE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,345,308, expenses of $1,098,674 and total assets of $16,921,722 at year end.
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