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Nonprofit · EIN 34-6991542

ORMOND FAM CHARITABLE FOUNDATION

Also known as MORTON JAMES M JR TTEE

Tax-exempt · FERNANDINA BEACH, FL 32034

Financials

$10K$72K2023$10K$70K2024$108K$38K2025
Revenue Expenses · by fiscal year end
Financials of ORMOND FAM CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$107,926$38,117$69,809$327,182$0$327,182
December 31, 2024990-PF$9,788$69,500-$59,712$257,444$0$257,444
December 31, 2023990-PF$9,969$71,540-$61,571$317,092$0$317,092
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Dividends
$7,713
Interest
$213

Expenses

Grants and similar amounts paid
$37,600

Balance sheet and other

Total assets, start of year
$257,444
Total assets, end of year
$327,182
Total liabilities, end of year
$0
Net assets, end of year
$327,182
Fair market value of assets
$327,182

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
Paul A Ormond
95047 SAN REMO DRIVE 2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Susan E Ormond
95047 SAN REMO DRIVE2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Nicholas A Ormond
21 Modena Island Drive, Savannah, GA 31411
Trustee1$0
Chase A Ormond
275 West 10th Street Apt 5A, New York, NY 10014
Trustee1$0
Neal Ormond III
1514 Garfield Avenue, Aurora, IL 60506
Trustee1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Paul A Ormond
95047 SAN REMO DRIVE 2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Susan E Ormond
95047 SAN REMO DRIVE2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Nicholas A Ormond
21 Modena Island Drive, Savannah, GA 31411
Trustee1$0
Chase A Ormond
275 West 10th Street Apt 5A, New York, NY 10014
Trustee1$0
Neal Ormond III
1514 Garfield Avenue, Aurora, IL 60506
Trustee1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Paul A Ormond
95047 SAN REMO DRIVE 2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Susan E Ormond
95047 SAN REMO DRIVE2A, FERNANDINA BEACH, FL 32034
Trustee1$0
Nicholas A Ormond
21 Modena Island Drive, Savannah, GA 31411
Trustee1$0
Chase A Ormond
275 West 10th Street Apt 5A, New York, NY 10014
Trustee1$0
Neal Ormond III
1514 Garfield Avenue, Aurora, IL 60506
Trustee1$0

Address and contacts

Address (IRS master file)
95047 SAN REMO DRIVE, FERNANDINA BEACH, FL 32034-4905
Signed the 990-PF
Paul Ormond, Trustee
Phone
(419) 345-5000
Return prepared by
Janson & Riesen 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 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
34-6991542
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$327,182
Income (IRS master file)
$107,926

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$107,926$38,117$327,182XML
990-PFDecember 2024$9,788$69,500$257,444XML
990-PFDecember 2023$9,969$71,540$317,092XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 34-6991542).

Questions about ORMOND FAM CHARITABLE FOUNDATION

What is the EIN of ORMOND FAM CHARITABLE FOUNDATION?
The employer identification number (EIN) of ORMOND FAM CHARITABLE FOUNDATION is 34-6991542.
Is ORMOND FAM CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to ORMOND FAM CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ORMOND FAM CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ORMOND FAM CHARITABLE FOUNDATION 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 ORMOND FAM CHARITABLE FOUNDATION 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 ORMOND FAM CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does ORMOND FAM CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,926, expenses of $38,117 and total assets of $327,182 at year end.

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