Nonprofit · EIN 30-0001546
LIST FAMILY FOUNDATION
Tax-exempt · KEY LARGO, FL 33037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $406,272 | $499,250 | -$92,978 | $3,502,689 | $0 | $3,502,689 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $131,426
- Interest
- $1,987
- Net rental income
- $16
- Net gain from sales of assets
- $272,843
Expenses
- Grants and similar amounts paid
- $429,709
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $429,709
- Excise tax on investment income
- $4,830
Balance sheet and other
- Total assets, start of year
- $3,628,885
- Total assets, end of year
- $3,502,689
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,502,689
- Fair market value of assets
- $6,063,586
- Qualifying distributions
- $429,709
- Net investment income
- $406,272
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY LIST 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| MARILYN LIST 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| LIN CARLSON 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| KAREN LOZOW 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| TERESA CHUCKNA 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| HELENE DONNELLY 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| ALISON BRAUN 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
| CHRIS LIST 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 24 DOCKSIDE LANE 50, KEY LARGO, FL 33037-5267
- Signed the 990-PF
- GARY LIST, DIRECTOR
- Phone
- (305) 495-4043
- Return prepared by
- CBIZ ADVISORS LLC
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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0001546
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,502,689
- Income (IRS master file)
- $909,461
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $200,066 | $217,761 | $3,628,885 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LIST FAMILY FOUNDATION
- What is the EIN of LIST FAMILY FOUNDATION?
- The employer identification number (EIN) of LIST FAMILY FOUNDATION is 30-0001546.
- Is LIST FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LIST FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIST FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIST FAMILY FOUNDATION 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 LIST FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LIST FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does LIST FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $406,272, expenses of $499,250 and total assets of $3,502,689 at year end.
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- PENINSULA CHARITIES FOUNDATION II EIN 65-0877197 · last filed 990-PF for 2025
- MORRIS WILLNER FAMILY FOUNDATION 06102009 EIN 38-6881439 · last filed 990-PF for 2025
- KIPHART FAMILY FOUNDATION EIN 83-2450434 · last filed 990-PF for 2024
- FERRI FAMILY FOUNDATION EIN 46-4350290 · last filed 990-PF for 2024
- GREENFIELD EVANGELICAL FOUNDATION INC EIN 46-5048587 · last filed 990-PF for 2025
- COSTAS FAMILY FOUNDATION INC EIN 27-0881014 · last filed 990-PF for 2025
All nonprofits in KEY LARGO · Florida · Philanthropy, voluntarism and grantmaking foundations