Nonprofit · EIN 26-2000065
CAVERT FAMILY FOUNDATION
Tax-exempt · ST SIMONS IS, GA 31522
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $172,572 | $73,937 | $98,635 | $1,104,208 | $0 | $1,104,208 |
| December 31, 2024 | 990-PF | $66,382 | $47,457 | $18,925 | $1,006,178 | $0 | $1,006,178 |
| December 31, 2023 | 990-PF | $9,397 | $67,925 | -$58,528 | $987,957 | $0 | $987,957 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,899
- Interest
- $8
- Net gain from sales of assets
- $147,665
Expenses
- Grants and similar amounts paid
- $70,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $70,500
- Excise tax on investment income
- $2,359
Balance sheet and other
- Total assets, start of year
- $1,006,178
- Total assets, end of year
- $1,104,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,104,208
- Fair market value of assets
- $1,362,941
- Qualifying distributions
- $70,500
- Net investment income
- $172,572
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE NELSON 1201 N NASH ST UNIT 404, ARLINGTON, VA 22209 | TRUSTEE | 0.25 | $0 |
| ELLEN MCCAFFREY 114 SEMINOLE, ST SIMMONS ISLAND, GA 31522 | TRUSTEE | 1 | $0 |
| ELLEN GOULD 132 INDIAN HAMMOCK LN, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0.25 | $0 |
| NAN ELLEN NELSON 910 15TH ST NW UNIT 504, WASHINGTON, DC 20005 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE NELSON 1201 N NASH ST UNIT 404, ARLINGTON, VA 22209 | TRUSTEE | 0.25 | $0 |
| ELLEN MCCAFFREY 114 SEMINOLE, ST SIMMONS ISLAND, GA 31522 | TRUSTEE | 1 | $0 |
| ELLEN GOULD 132 INDIAN HAMMOCK LN, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0.25 | $0 |
| NAN ELLEN NELSON 910 15TH ST NW UNIT 504, WASHINGTON, DC 20005 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE NELSON 1201 N NASH ST UNIT 404, ARLINGTON, VA 22209 | TRUSTEE | 0.25 | $0 |
| ELLEN MCCAFFREY 114 SEMINOLE, ST SIMMONS ISLAND, GA 31522 | TRUSTEE | 1 | $0 |
| ELLEN GOULD 132 INDIAN HAMMOCK LN, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0.25 | $0 |
| NAN ELLEN NELSON 910 15TH ST NW UNIT 504, WASHINGTON, DC 20005 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 114 SEMINOLE, ST SIMONS IS, GA 31522-2407
- In care of
- % ELLEN MCCAFFREY
- Signed the 990-PF
- ELLEN MCCAFFREY, TRUSTEE
- Phone
- (912) 222-3001
- Return prepared by
- HEINZ JOLLES & BERRY 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 | 990-PF 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
- 26-2000065
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,104,208
- Income (IRS master file)
- $386,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $172,572 | $73,937 | $1,104,208 | IRS |
| 990-PF | December 2024 | $66,382 | $47,457 | $1,006,178 | IRS |
| 990-PF | December 2023 | $9,397 | $67,925 | $987,957 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 26-2000065).
Questions about CAVERT FAMILY FOUNDATION
- What is the EIN of CAVERT FAMILY FOUNDATION?
- The employer identification number (EIN) of CAVERT FAMILY FOUNDATION is 26-2000065.
- Is CAVERT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CAVERT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAVERT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAVERT FAMILY FOUNDATION 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 CAVERT FAMILY FOUNDATION 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 CAVERT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CAVERT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $172,572, expenses of $73,937 and total assets of $1,104,208 at year end.
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All nonprofits in ST SIMONS IS · Georgia · Philanthropy, voluntarism and grantmaking foundations