Nonprofit · EIN 26-3934858
TRACY FORREST FOUNDATION INC
Tax-exempt · SANFORD, FL 32773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,340,478 | $4,372,824 | $11,967,654 | $3,547,332 | $13,641 | $3,533,691 |
| December 31, 2024 | 990-PF | $251,351 | $312,835 | -$61,484 | $9,789 | $0 | $9,789 |
| December 31, 2023 | 990-PF | $102,962 | $285,271 | -$182,309 | $71,273 | $0 | $71,273 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,535,966
- Interest
- $24,037
- Other income
- $966
Expenses
- Grants and similar amounts paid
- $6,409
- Compensation of officers, directors and key employees
- $230,864
- Salaries, compensation and benefits (total)
- $1,159,680
- Disbursements for charitable purposes
- $251,896
Balance sheet and other
- Total assets, start of year
- $9,800
- Total assets, end of year
- $3,547,332
- Total liabilities, end of year
- $13,641
- Net assets, end of year
- $3,533,691
- Fair market value of assets
- $3,547,332
- Qualifying distributions
- $251,896
- Net investment income
- $24,037
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 |
|---|---|---|---|
| CAROL RAE LOVENBURY 2151 SPINNER LANE, SANFORD, FL 327736814 | PRESIDENT | 1 | $98,411 |
| LISA HARRIS 2151 SPINNER LANE, SANFORD, FL 327736814 | TREASURER & SECRETARY | 1 | $91,588 |
| VICTORIA HOMNER 4674 TOWN CENTER PARKWAY, JACKSONVILLE, FL 32256 | GENERAL MANAGER Highest-paid employee | 40 | $90,644 |
| NICHOLAS A BYRD 4440 MORNING DOVE DR, JACKSONVILLE, FL 32258 | OPERATIONS MANAGER Highest-paid employee | 40 | $88,734 |
| RAMI HELMI 23703 NORTH ROCKLEDGE, NOVI, MI 48375 | GENERAL MANAGER Highest-paid employee | 40 | $82,925 |
| BASEL ALSAKHAL 39623 VILLAGE WOOD LN, NOVI, MI 48375 | INSTRUCTOR Highest-paid employee | 40 | $70,094 |
| ARIEL SOSA V 7575 GILMAN ST, WESTLAND, MI 48185 | INSTRUCTOR Highest-paid employee | 40 | $65,835 |
| Hilary Kaiser 2151 SPINNER LANE, SANFORD, FL 32773 | Director | 1 | $40,865 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL RAE LOVENBURY 2151 SPINNER LANE, SANFORD, FL 327736814 | PRESIDENT | 0 | $101,956 |
| LISA HARRIS 2151 SPINNER LANE, SANFORD, FL 327736814 | TREASURER & SECRETARY | 0 | $68,972 |
| Hilary Kaiser 2151 SPINNER LANE, SANFORD, FL 32773 | Director | 0 | $54,214 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA HARRIS 2151 SPINNER LANE, SANFORD, FL 327736814 | SECRETARY | 0 | $139,108 |
| CAROL RAE LOVENBURY 2151 SPINNER LANE, SANFORD, FL 327736814 | PRESIDENT | 0 | $73,317 |
| RUSSELL GOLDBERG 2151 SPINNER LANE, SANFORD, FL 327736814 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2151 SPINNER LN, SANFORD, FL 32773-6814
- In care of
- % RUSSELL GOLDBERG
- Signed the 990-PF
- CAROL RAE LOVENBURY, PRESIDENT
- Phone
- (407) 773-1078
- Return prepared by
- WITHUMSMITHBROWNPC
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
- 26-3934858
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,547,332
- Income (IRS master file)
- $16,671,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,340,478 | $4,372,824 | $3,547,332 | XML |
| 990-PF | December 2024 | $251,351 | $312,835 | $9,789 | XML |
| 990-PF | December 2023 | $102,962 | $285,271 | $71,273 | 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 26-3934858).
Questions about TRACY FORREST FOUNDATION INC
- What is the EIN of TRACY FORREST FOUNDATION INC?
- The employer identification number (EIN) of TRACY FORREST FOUNDATION INC is 26-3934858.
- Is TRACY FORREST FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to TRACY FORREST FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRACY FORREST FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRACY FORREST 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 TRACY FORREST 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 TRACY FORREST FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $98,411 (CAROL RAE LOVENBURY, PRESIDENT).
- How much revenue does TRACY FORREST FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,340,478, expenses of $4,372,824 and total assets of $3,547,332 at year end.
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