Skip to main content

Nonprofit · EIN 30-6558102

JAMES M DOSS CHARITABLE FOUNDATION TR

Tax-exempt · SARASOTA, FL 34233

Financials

$711K$652K2024$763K$698K2025
Revenue Expenses · by fiscal year end
Financials of JAMES M DOSS CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$763,035$698,481$64,554$7,947,597$0$7,947,597
December 31, 2024990-PF$711,171$651,727$59,444$7,883,043$0$7,883,043
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$285,600
Net gain from sales of assets
$414,408
Other income
$63,027

Expenses

Grants and similar amounts paid
$469,420
Compensation of officers, directors and key employees
$157,930
Disbursements for charitable purposes
$621,113
Excise tax on investment income
$9,782

Balance sheet and other

Total assets, start of year
$7,883,043
Total assets, end of year
$7,947,597
Total liabilities, end of year
$0
Net assets, end of year
$7,947,597
Fair market value of assets
$10,284,347
Qualifying distributions
$621,113
Net investment income
$763,035

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
JAMES M DOSS JR
3665 BEE RIDGE RD SUITE 300, SARASOTA, FL 34233
PRESIDENT25$72,000
HANCOCK WHITNEY BANK
1800 SECOND STREET STE 103, SARASOTA, FL 34236
TRUSTEE3$59,315
WAYNE F SEITL
3665 BEE RIDGE RD SUITE 300, SARASOTA, FL 34233
TRUSTEE3$26,615
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES M DOSS JR
3665 BEE RIDGE RD SUITE 300, SARASOTA, FL 34233
PRESIDENT25$72,000
SABAL TRUST COMPANY
1800 SECOND STREET STE 103, SARASOTA, FL 34236
TRUSTEE3$58,726
WAYNE F SEITL
3665 BEE RIDGE RD SUITE 300, SARASOTA, FL 34233
TRUSTEE3$24,896

Address and contacts

Address (IRS master file)
3665 BEE RIDGE RD STE 300, SARASOTA, FL 34233-1056
In care of
% WAYNE F SEITL
Signed the 990-PF
WAYNE SEITL, TRUSTEE
Phone
(941) 954-5772
Return prepared by
KERKERING BARBERIO & CO

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
30-6558102
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,947,597
Income (IRS master file)
$2,685,449

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 JAMES M DOSS CHARITABLE FOUNDATION TR

What is the EIN of JAMES M DOSS CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of JAMES M DOSS CHARITABLE FOUNDATION TR is 30-6558102.
Is JAMES M DOSS CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to JAMES M DOSS CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES M DOSS CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES M DOSS 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 JAMES M DOSS 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 JAMES M DOSS CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $72,000 (JAMES M DOSS JR, PRESIDENT).
How much revenue does JAMES M DOSS CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $763,035, expenses of $698,481 and total assets of $7,947,597 at year end.

Other nonprofits in SARASOTA

All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations