Nonprofit · EIN 30-0530801
BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997
Also known as CHARLES V AUSTIN JR ET AL CO TTEE
Tax-exempt · OCALA, FL 34471
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $67,594 | $203,844 | -$136,250 | $1,155,046 | $0 | $1,155,046 |
| December 31, 2024 | 990-PF | $55,160 | $178,698 | -$123,538 | $1,291,586 | $0 | $1,291,586 |
| December 31, 2023 | 990-PF | $84,288 | $172,580 | -$88,292 | $1,415,568 | $0 | $1,415,568 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $29,310
- Interest
- $9,590
- Net gain from sales of assets
- $19,108
- Other income
- $9,586
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $35,000
- Disbursements for charitable purposes
- $150,000
- Excise tax on investment income
- $674
Balance sheet and other
- Total assets, start of year
- $1,291,586
- Total assets, end of year
- $1,155,046
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,155,046
- Fair market value of assets
- $1,779,822
- Qualifying distributions
- $150,000
- Net investment income
- $48,486
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 |
|---|---|---|---|
| DAVID S ROMANIK 2355 SE 5TH ST, OCALA, FL 34471 | CO-TRUSTEE | 0 | $17,500 |
| FRED FREIFELD 1250 S PINE ISLAND RD, PLANTATION, FL 33324 | CO-TRUSTEE | 0 | $17,500 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S ROMANIK 2355 SE 5TH ST, OCALA, FL 34471 | CO-TRUSTEE | 0 | $15,000 |
| FRED FREIFELD 1250 S PINE ISLAND RD, PLANTATION, FL 33324 | CO-TRUSTEE | 0 | $15,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S ROMANIK 2355 SE 5TH ST, OCALA, FL 34471 | CO-TRUSTEE | 2 | $14,867 |
| FRED FREIFELD 1250 S PINE ISLAND RD, PLANTATION, FL 33324 | CO-TRUSTEE | 2 | $8,683 |
| CHARLES AUSTIN 930 ALVAREZ AVE, LADY LAKE, FL 32159 | CO-TRUSTEE | 1 | $6,183 |
Address and contacts
- Address (IRS master file)
- 2355 SE 5TH ST, OCALA, FL 34471-2614
- In care of
- % CHARLES V AUSTIN JR
- Signed the 990-PF
- FRED FREIFELD, CO-TRUSTEE
- Phone
- (954) 558-7558
- Return prepared by
- FISKE ADVISORY 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 | 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
- 30-0530801
- 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 (T22)
- Assets (IRS master file)
- $1,155,046
- Income (IRS master file)
- $320,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $67,594 | $203,844 | $1,155,046 | XML |
| 990-PF | December 2024 | $55,160 | $178,698 | $1,291,586 | IRS |
| 990-PF | December 2023 | $84,288 | $172,580 | $1,415,568 | 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 30-0530801).
Questions about BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997
- What is the EIN of BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997?
- The employer identification number (EIN) of BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 is 30-0530801.
- Is BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 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 BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 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 BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $17,500 (DAVID S ROMANIK, CO-TRUSTEE).
- How much revenue does BETTY JO MOFFITT PATTERSON CHARITABLE FOUNDATION UTA 07011997 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $67,594, expenses of $203,844 and total assets of $1,155,046 at year end.
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