Nonprofit · EIN 38-2706911
OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION
Tax-exempt · MOUNT DORA, FL 32757
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $43,009 | $119,615 | -$76,606 | $1,033,228 | $0 | $1,033,228 |
| December 31, 2024 | 990-PF | $47,396 | $117,856 | -$70,460 | $1,109,834 | $0 | $1,109,834 |
| December 31, 2023 | 990-PF | $45,940 | $65,332 | -$19,392 | $1,180,294 | $0 | $1,180,294 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,791
- Net gain from sales of assets
- $1,218
Expenses
- Grants and similar amounts paid
- $17,180
- Disbursements for charitable purposes
- $116,433
- Excise tax on investment income
- $598
Balance sheet and other
- Total assets, start of year
- $1,109,834
- Total assets, end of year
- $1,033,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,033,228
- Fair market value of assets
- $997,722
- Qualifying distributions
- $116,433
- Net investment income
- $43,009
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 |
|---|---|---|---|
| Heather A Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director and Manager | 20 | $40,000 |
| Otto G Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 5 | $0 |
| Jill V Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 1 | $0 |
| Whitney Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather A Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director and Manager | 20 | $42,500 |
| Whitney Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 2 | $2,500 |
| Otto G Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 5 | $0 |
| Jill V Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Otto G Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 5 | $0 |
| Jill V Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 1 | $0 |
| Whitney Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director | 2 | $0 |
| Heather A Stolz 317 Lakeshore Pointe Blvd, Mount Dora, FL 32757 | Director and Manager | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 317 LAKESHORE POINTE BLVD, MOUNT DORA, FL 32757-5402
- Signed the 990-PF
- Otto Stolz, President
- Phone
- (352) 368-6684
- Return prepared by
- Marc McCurry CPA PC
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
- 38-2706911
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,033,228
- Income (IRS master file)
- $92,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $43,009 | $119,615 | $1,033,228 | IRS |
| 990-PF | December 2024 | $47,396 | $117,856 | $1,109,834 | IRS |
| 990-PF | December 2023 | $45,940 | $65,332 | $1,180,294 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 38-2706911).
Questions about OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION
- What is the EIN of OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION?
- The employer identification number (EIN) of OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION is 38-2706911.
- Is OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTO G AND JILL V STOLZ 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 OTTO G AND JILL V STOLZ 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 OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $40,000 (Heather A Stolz, Director and Manager).
- How much revenue does OTTO G AND JILL V STOLZ CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,009, expenses of $119,615 and total assets of $1,033,228 at year end.
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