Nonprofit · EIN 27-5487095
PATHFINDER FOUNDATION INC
Tax-exempt · CHATTANOOGA, TN 37403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $3,100,205 | $2,042,211 | $1,057,994 | $30,192,184 | $0 | $30,192,184 |
| December 31, 2022 | 990-PF | $2,136,442 | $2,216,594 | -$80,152 | $29,134,190 | $0 | $29,134,190 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $106,252
- Interest
- $7,976
- Net gain from sales of assets
- $1,655,330
- Other income
- $1,330,647
Expenses
- Grants and similar amounts paid
- $1,300,000
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $1,366,902
- Excise tax on investment income
- $29,031
Balance sheet and other
- Total assets, start of year
- $29,134,190
- Total assets, end of year
- $30,192,184
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,192,184
- Fair market value of assets
- $33,072,825
- Qualifying distributions
- $1,366,902
- Net investment income
- $2,591,346
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 |
|---|---|---|---|
| David A Belitz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $3,000 |
| George G Hill Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec, Dir | 1 | $3,000 |
| Betsey Lupton Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| John Lupton Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 20 | $0 |
| T Cartter Lupton II Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 20 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David A Belitz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $2,000 |
| George G Hill Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec, Dir | 1 | $2,000 |
| T Cartter Lupton II Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 517 E 5TH ST, CHATTANOOGA, TN 37403-1826
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Cartter Lupton, PRESIDENT
- Phone
- (800) 839-1754
- 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
- 27-5487095
- 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)
- $30,192,184
- Income (IRS master file)
- $5,676,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $3,100,205 | $2,042,211 | $30,192,184 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $2,136,442 | $2,216,594 | $29,134,190 | XML |
| 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 27-5487095).
Questions about PATHFINDER FOUNDATION INC
- What is the EIN of PATHFINDER FOUNDATION INC?
- The employer identification number (EIN) of PATHFINDER FOUNDATION INC is 27-5487095.
- Is PATHFINDER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to PATHFINDER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATHFINDER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATHFINDER 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 PATHFINDER 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 PATHFINDER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2023 lists 5 people; 2 received compensation from the organization, the highest $3,000 (David A Belitz, Dir).
- How much revenue does PATHFINDER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $3,100,205, expenses of $2,042,211 and total assets of $30,192,184 at year end.
Other nonprofits in CHATTANOOGA
- CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION EIN 62-1536731 · last filed 990 for 2024
- COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC EIN 62-6045999 · last filed 990 for 2024
- TENNESSEE HEALTH FOUNDATION INC EIN 20-0298456 · last filed 990-PF for 2024
- UNITED WAY OF GREATER CHATTANOOGA EIN 62-0565962 · last filed 990 for 2025
- CHATTANOOGA CHAMBER FOUNDATION EIN 23-7032834 · last filed 990 for 2025
- CHA CHARITABLE BENEFIT CORPORATION EIN 99-0496928 · last filed 990 for 2025
- CAROL AND VERNON GRIZZARD FAMILY FOUNDATION EIN 99-3360305 · last filed 990-PF for 2025
- RIVERVIEW FOUNDATION INC EIN 27-5485912 · last filed 990-PF for 2024
All nonprofits in CHATTANOOGA · Tennessee · Philanthropy, voluntarism and grantmaking foundations