Nonprofit · EIN 46-4298978
DALEY FAMILY FOUNDATION
Tax-exempt · LONGBOAT KEY, FL 34228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $89,980 | $127,707 | -$37,727 | $5,635,871 | $0 | $5,635,871 |
| December 31, 2024 | 990-PF | $557,385 | $565,309 | -$7,924 | $5,443,289 | $0 | $5,443,289 |
| December 31, 2023 | 990-PF | $676,017 | $706,463 | -$30,446 | $5,144,296 | $0 | $5,144,296 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $89,980
Expenses
- Grants and similar amounts paid
- $98,288
- Compensation of officers, directors and key employees
- $19,000
- Disbursements for charitable purposes
- $121,599
- Excise tax on investment income
- $1,251
Balance sheet and other
- Total assets, start of year
- $5,443,289
- Total assets, end of year
- $5,635,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,635,871
- Fair market value of assets
- $5,635,871
- Qualifying distributions
- $121,599
- Net investment income
- $89,980
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 |
|---|---|---|---|
| MEREDYTHE G DALEY 5890 CRABTREE LANE, CINCINNATI, OH 45243 | SECRETARY | 1 | $15,000 |
| CLAYTON C DALEY III 207 S MOODY AVE UNIT 1, TAMPA, FL 33609 | TREASURER | 1 | $2,000 |
| GRAEME R DALEY 5990 CRABTREE LANE, CINCINNATI, OH 45243 | DIRECTOR | 1 | $2,000 |
| CLAYTON C DALEY JR 565 SANCTUARY DR APT B305, LONGBOAT KEY, FL 34228 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEREDYTHE G DALEY 5890 CRABTREE LANE, CINCINNATI, OH 45243 | SECRETARY | 1 | $15,000 |
| CLAYTON C DALEY III 207 S MOODY AVE UNIT 1, TAMPA, FL 33609 | TREASURER | 1 | $2,000 |
| GRAEME R DALEY 5990 CRABTREE LANE, CINCINNATI, OH 45243 | DIRECTOR | 1 | $2,000 |
| CLAYTON C DALEY JR 565 SANCTUARY DR APT B305, LONGBOAT KEY, FL 34228 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEREDYTHE G DALEY 5890 CRABTREE LANE, CINCINNATI, OH 45243 | SECRETARY | 1 | $15,000 |
| CLAYTON C DALEY III 207 S MOODY AVE UNIT 1, TAMPA, FL 33609 | TREASURER | 1 | $2,000 |
| GRAEME R DALEY 5990 CRABTREE LANE, CINCINNATI, OH 45243 | DIRECTOR | 1 | $2,000 |
| CLAYTON C DALEY JR 565 SANCTUARY DR APT B305, LONGBOAT KEY, FL 34228 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 565 SANCTUARY DR APT B305, LONGBOAT KEY, FL 34228-3886
- In care of
- % MEREDYTHE G DALEY
- Signed the 990-PF
- CLAYTON C DALEY JR, PRESIDENT
- Phone
- (941) 387-3204
- Return prepared by
- KERKERING BARBERIO & CO
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
- 46-4298978
- 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 (T22)
- Assets (IRS master file)
- $5,635,871
- Income (IRS master file)
- $89,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $89,980 | $127,707 | $5,635,871 | XML |
| 990-PF | December 2024 | $557,385 | $565,309 | $5,443,289 | XML |
| 990-PF | December 2023 | $676,017 | $706,463 | $5,144,296 | 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 46-4298978).
Questions about DALEY FAMILY FOUNDATION
- What is the EIN of DALEY FAMILY FOUNDATION?
- The employer identification number (EIN) of DALEY FAMILY FOUNDATION is 46-4298978.
- Is DALEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to DALEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DALEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DALEY FAMILY 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 DALEY FAMILY 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 DALEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $15,000 (MEREDYTHE G DALEY, SECRETARY).
- How much revenue does DALEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $89,980, expenses of $127,707 and total assets of $5,635,871 at year end.
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All nonprofits in LONGBOAT KEY · Florida · Philanthropy, voluntarism and grantmaking foundations