Nonprofit · EIN 45-6968359
CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED
Also known as K JUDSON BOEDECKER TTEE
Tax-exempt · SARASOTA, FL 34231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,202,805 | $527,096 | $675,709 | $7,955,646 | $0 | $7,955,646 |
| December 31, 2024 | 990-PF | $770,793 | $474,325 | $296,468 | $7,287,837 | $0 | $7,287,837 |
| December 31, 2023 | 990-PF | $507,321 | $491,453 | $15,868 | $6,991,369 | $0 | $6,991,369 |
| December 31, 2022 | 990-PF | -$17,673 | $568,924 | -$586,597 | $6,975,501 | $0 | $6,975,501 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $209,150
- Interest
- $7,824
- Net gain from sales of assets
- $985,831
Expenses
- Grants and similar amounts paid
- $419,356
- Disbursements for charitable purposes
- $419,356
- Excise tax on investment income
- $15,207
Balance sheet and other
- Total assets, start of year
- $7,287,837
- Total assets, end of year
- $7,955,646
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,955,646
- Fair market value of assets
- $9,696,022
- Qualifying distributions
- $419,356
- Net investment income
- $1,201,743
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 |
|---|---|---|---|
| K JUDSON BOEDECKER 2065 CONSTITUTION BLVD, SARASOTA, FL 34231 | TRUSTEE | 4 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| K JUDSON BOEDECKER 2065 CONSTITUTION BLVD, SARASOTA, FL 34231 | TRUSTEE | 10 | $40,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| K JUDSON BOEDECKER 2065 CONSTITUTION BLVD, SARASOTA, FL 34231 | TRUSTEE | 10 | $40,500 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| K JUDSON BOEDECKER 2065 CONSTITUTION BLVD, SARASOTA, FL 34231 | TRUSTEE | 10 | $40,000 |
Address and contacts
- Address (IRS master file)
- 2065 CONSTITUTION BLVD, SARASOTA, FL 34231-4108
- In care of
- % K JUDSON BOEDECKER
- Signed the 990-PF
- K JUDSON BOEDECKER, TRUSTEE
- Phone
- (941) 925-9301
- Return prepared by
- WALTERS & ASSOCIATES CPAS
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
- 45-6968359
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,955,646
- Income (IRS master file)
- $6,719,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,202,805 | $527,096 | $7,955,646 | XML |
| 990-PF | December 2024 | $770,793 | $474,325 | $7,287,837 | IRS |
| 990-PF | December 2023 | $507,321 | $491,453 | $6,991,369 | XML |
| 990-PF | December 2022 | -$17,673 | $568,924 | $6,975,501 | XML |
| 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 45-6968359).
Questions about CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED
- What is the EIN of CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED?
- The employer identification number (EIN) of CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED is 45-6968359.
- Is CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED 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 CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED 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 CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CARY JAY MORRISON TR DATED DECEMBER 8 2008 AS AMENDED have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,202,805, expenses of $527,096 and total assets of $7,955,646 at year end.
Other nonprofits in SARASOTA
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC EIN 59-1956886 · last filed 990 for 2025
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations