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Nonprofit · EIN 31-1529509

S E C CHARITABLE CORP

Tax-exempt · NAPLES, FL 34113

Financials

$414K$609K2024
Revenue Expenses · by fiscal year end
Financials of S E C CHARITABLE CORP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$414,332$608,569-$194,237$7,393,708$247,000$7,146,708
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$312,473
Net gain from sales of assets
$101,622
Other income
$237

Expenses

Grants and similar amounts paid
$550,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$553,250
Excise tax on investment income
$4,993

Balance sheet and other

Total assets, start of year
$7,407,195
Total assets, end of year
$7,393,708
Total liabilities, end of year
$247,000
Net assets, end of year
$7,146,708
Fair market value of assets
$13,130,370
Qualifying distributions
$553,250
Net investment income
$414,332

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.

NameTitleHours / weekCompensation
ANNE CASTLEBERRY
5720 HIGHBOURNE DRIVE, NAPLES, FL 34113
TRUSTEE, PRESIDENT0$0
ELIZABETH DRISCOLL
5720 HIGHBOURNE DRIVE, NAPLES, FL 34113
TRUSTEE, TREASURER0$0
KELLY CASTLEBERRY
5720 HIGHBOURNE DRIVE, NAPLES, FL 34113
TRUSTEE0$0
CHRISTINE CASTLEBERRY LIPPERT
5720 HIGHBOURNE DRIVE, NAPLES, FL 34113
TRUSTEE0$0

Address and contacts

Address (IRS master file)
5720 HIGHBOURNE DR, NAPLES, FL 34113-8390
In care of
% EDWARD F CASTLEBERRY
Signed the 990-PF
ELIZABETH DRISCOLL, TRUSTEE
Phone
(513) 307-9039
Return prepared by
KSM BUSINESS SERVICES INC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1529509
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,393,708
Income (IRS master file)
$561,599

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$405,553$592,224$7,407,195IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 S E C CHARITABLE CORP

What is the EIN of S E C CHARITABLE CORP?
The employer identification number (EIN) of S E C CHARITABLE CORP is 31-1529509.
Is S E C CHARITABLE CORP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to S E C CHARITABLE CORP tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does S E C CHARITABLE CORP file?
Form 990-PF. Private foundations file every year.
When is the next return of S E C CHARITABLE CORP 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 S E C CHARITABLE CORP 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 S E C CHARITABLE CORP?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does S E C CHARITABLE CORP have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $414,332, expenses of $608,569 and total assets of $7,393,708 at year end.

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