Nonprofit · EIN 34-1867983
THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION
Tax-exempt · THE VILLAGES, FL 32162
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $744,524 | $897,418 | -$152,894 | $4,513,531 | $0 | $4,513,531 |
| December 31, 2023 | 990-PF | $42,380 | $685,458 | -$643,078 | $4,666,425 | $0 | $4,666,425 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $13
- Dividends
- $182,410
- Net gain from sales of assets
- $562,101
Expenses
- Grants and similar amounts paid
- $563,550
- Compensation of officers, directors and key employees
- $240,000
- Disbursements for charitable purposes
- $783,685
- Excise tax on investment income
- $8,865
Balance sheet and other
- Total assets, start of year
- $4,666,425
- Total assets, end of year
- $4,513,531
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,513,531
- Fair market value of assets
- $8,370,219
- Qualifying distributions
- $783,685
- Net investment income
- $744,511
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 |
|---|---|---|---|
| Karen Thompson 3475 Ridgewood Road, Akron, OH 44333 | Exec Dir | 35 | $78,000 |
| Mary Stark 3475 Ridgewood Road, Akron, OH 44333 | President | 25 | $66,000 |
| Kate Baker-Downing 3475 Ridgewood Road, Akron, OH 44333 | Trustee | 10 | $48,000 |
| Karen Stevens 3475 Ridgewood Road, Akron, OH 44333 | Trustee | 10 | $48,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Thompson 3475 Ridgewood Road, Akron, OH 44333 | Exec Dir | 35 | $69,900 |
| Mary Stark 3475 Ridgewood Road, Akron, OH 44333 | President | 25 | $61,500 |
| Kate Baker-Downing 3475 Ridgewood Road, Akron, OH 44333 | Trustee | 10 | $39,000 |
| Karen Stevens 3475 Ridgewood Road, Akron, OH 44333 | Trustee | 10 | $39,000 |
Address and contacts
- Address (IRS master file)
- 2691 RADBOURNE WAY, THE VILLAGES, FL 32162-4443
- In care of
- % M STARK
- Signed the 990-PF
- Karen Thompson, Exec Director
- Phone
- (330) 283-9209
- Return prepared by
- Select Fiduciary 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
- 34-1867983
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,513,531
- Income (IRS master file)
- $2,359,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $744,524 | $897,418 | $4,513,531 | XML |
| 990-PF | December 2023 | $42,380 | $685,458 | $4,666,425 | 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 34-1867983).
Questions about THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION
- What is the EIN of THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION is 34-1867983.
- Is THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERT O ORR AND ANNAMAE ORR 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 THE ROBERT O ORR AND ANNAMAE ORR 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 THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $78,000 (Karen Thompson, Exec Dir).
- How much revenue does THE ROBERT O ORR AND ANNAMAE ORR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $744,524, expenses of $897,418 and total assets of $4,513,531 at year end.
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All nonprofits in THE VILLAGES · Florida · Philanthropy, voluntarism and grantmaking foundations