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Nonprofit · EIN 27-6339297

JOY A CUNNINGHAM CHARITABLE FOUNDATION TR

Tax-exempt · SARASOTA, FL 34236

Financials

$17K$56K2023$59K$48K2024$58K$51K2025
Revenue Expenses · by fiscal year end
Financials of JOY A CUNNINGHAM CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$58,204$50,621$7,583$243,347$0$243,347
December 31, 2024990-PF$58,970$48,497$10,473$239,441$0$239,441
December 31, 2023990-PF$17,268$56,036-$38,768$233,080$0$233,080
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,812
Interest
$661
Net gain from sales of assets
$44,731

Expenses

Grants and similar amounts paid
$28,250
Disbursements for charitable purposes
$28,250
Excise tax on investment income
$498

Balance sheet and other

Total assets, start of year
$239,441
Total assets, end of year
$243,347
Total liabilities, end of year
$0
Net assets, end of year
$243,347
Fair market value of assets
$512,360
Qualifying distributions
$28,250
Net investment income
$58,204

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.

NameTitleHours / weekCompensation
Ann Delight Cash
4230 Kingston Court, Sarasota, FL 34238
Trustee0$0
Jimmie Neal Reed
300 Holder Road NW, Baltimore, OH 43105
Trustee0$0
Caldwell Trust
1561 Main Street, Sarasota, FL 34238
Trustee0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Ann Delight Cash
4230 Kingston Court, Sarasota, FL 34238
Trustee0$0
Jimmie Neal Reed
300 Holder Road NW, Baltimore, OH 43105
Trustee0$0
Caldwell Trust
1561 Main Street, Sarasota, FL 34238
Trustee0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Ann Delight Cash
4230 Kingston Court, Sarasota, FL 34238
Trustee0$0
Jimmie Neal Reed
300 Holder Road NW, Baltimore, OH 43105
Trustee0$0
Caldwell Trust
1561 Main Street, Sarasota, FL 34238
Trustee0$0

Address and contacts

Address (IRS master file)
27 S ORANGE AVE, SARASOTA, FL 34236-5822
In care of
% BILL CUNNINGHAM-CALDWELL TRUST
Signed the 990-PF
Ann Delight Cash, Trustee
Phone
(941) 926-9336
Return prepared by
SABELLA & MARSHALL CPAs

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6339297
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$243,347
Income (IRS master file)
$69,499

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$58,204$50,621$243,347XML
990-PFDecember 2024$58,970$48,497$239,441XML
990-PFDecember 2023$17,268$56,036$233,080XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-6339297).

Questions about JOY A CUNNINGHAM CHARITABLE FOUNDATION TR

What is the EIN of JOY A CUNNINGHAM CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of JOY A CUNNINGHAM CHARITABLE FOUNDATION TR is 27-6339297.
Is JOY A CUNNINGHAM CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to JOY A CUNNINGHAM CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOY A CUNNINGHAM CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOY A CUNNINGHAM CHARITABLE FOUNDATION TR 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 JOY A CUNNINGHAM CHARITABLE FOUNDATION TR 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 JOY A CUNNINGHAM CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOY A CUNNINGHAM CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $58,204, expenses of $50,621 and total assets of $243,347 at year end.

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