Nonprofit · EIN 27-5486698
FLEETWOOD FOUNDATION INC
Tax-exempt · MEMPHIS, TN 38103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $5,565,662 | $4,140,648 | $1,425,014 | $45,202,614 | $0 | $45,202,614 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $3,216,742
- Dividends
- $28,334
- Interest
- $78,768
- Net gain from sales of assets
- $348,010
- Other income
- $1,893,808
Expenses
- Grants and similar amounts paid
- $2,752,458
- Compensation of officers, directors and key employees
- $129,459
- Disbursements for charitable purposes
- $2,954,547
- Excise tax on investment income
- $17,217
Balance sheet and other
- Total assets, start of year
- $43,777,600
- Total assets, end of year
- $45,202,614
- Total liabilities, end of year
- $0
- Net assets, end of year
- $45,202,614
- Fair market value of assets
- $58,699,553
- Qualifying distributions
- $2,954,547
- Net investment income
- $2,179,056
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas A Beazley 1 Commerce Sq S Main St, Memphis, TN 381035519 | Executive Dir | 40 | $129,459 |
| Charles C Gerber 1 Commerce Sq S Main St, Memphis, TN 381035519 | Dir, Sec | 1 | $0 |
| Margaret L Gerber 1 Commerce Sq S Main St, Memphis, TN 381035519 | Dir, Pres | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 COMMERCE SQ 40 S MAIN ST STE 1900, MEMPHIS, TN 38103-0000
- In care of
- % GERBER/TAYLOR CAPITAL ADVISO
- Signed the 990-PF
- charles gerber, secretary
- Phone
- (901) 526-9750
- Return prepared by
- Foundation Source
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-5486698
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $45,202,614
- Income (IRS master file)
- $10,087,040
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $5,565,662 | $4,140,648 | $45,202,614 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 27-5486698).
Questions about FLEETWOOD FOUNDATION INC
- What is the EIN of FLEETWOOD FOUNDATION INC?
- The employer identification number (EIN) of FLEETWOOD FOUNDATION INC is 27-5486698.
- Is FLEETWOOD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FLEETWOOD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLEETWOOD FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLEETWOOD FOUNDATION INC 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 FLEETWOOD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of FLEETWOOD FOUNDATION INC?
- The 990-PF for the year ended December 31, 2023 lists 3 people; 1 received compensation from the organization, the highest $129,459 (Thomas A Beazley, Executive Dir).
- How much revenue does FLEETWOOD FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $5,565,662, expenses of $4,140,648 and total assets of $45,202,614 at year end.
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- MCGEHEE FAMILY FOUNDATION EIN 62-1801291 · last filed 990-PF for 2024
- ASSISI FOUNDATION OF MEMPHIS INC EIN 62-1558722 · last filed 990-PF for 2024
All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations