Nonprofit · EIN 52-1095883
MARY & DANIEL LOUGHRAN FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $770,576 | $736,900 | $33,676 | $12,418,295 | $0 | $12,418,295 |
| July 31, 2024 | 990-PF | $381,040 | $724,223 | -$343,183 | $12,381,519 | $0 | $12,381,519 |
| July 31, 2023 | 990-PF | -$187,930 | $721,430 | -$909,360 | $12,759,335 | $0 | $12,759,335 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Dividends
- $312,670
- Net gain from sales of assets
- $452,906
Expenses
- Grants and similar amounts paid
- $500,000
- Compensation of officers, directors and key employees
- $196,056
- Disbursements for charitable purposes
- $588,534
- Excise tax on investment income
- $8,438
Balance sheet and other
- Total assets, start of year
- $12,381,519
- Total assets, end of year
- $12,418,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,418,295
- Fair market value of assets
- $14,702,956
- Qualifying distributions
- $588,534
- Net investment income
- $755,917
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 3455 PEACHTREE RD NE, ATLANTA, GA 30326 | TRUSTEE | 1 | $111,056 |
| SUSAN RUBBO NORTON PO BOX 310, SIMPSONVILLE, MD 21150 | EXECUTIVE DIRECTOR | 15 | $85,000 |
| G PATRICK CLANCY JR 3903 FRANKLIN ST, KENSINGTON, MD 208953421 | TREASURER | 1 | $0 |
| ANNE D W POULSON 3321 R STREET NWW, WASHINGTON, DC 20007 | PRESIDENT | 1 | $0 |
| JOHN P MCDANIEL 13032 HIGHLAND RD, HIGHLAND, MD 20777 | DIRECTOR | 1 | $0 |
| WILLIAM COUPER 1114 BELLEVISTA COURT, SEVERNA PARK, MD 21146 | ADVISORY BOARD | 1 | $0 |
| RUSSELL C LINDNER 3030 K STREET NW, WASHINGTON, DC 20007 | DIRECTOR | 1 | $0 |
| L F PAYNE JR 912 MARSH LANE, CHARLOTTESVILLE, VA 22903 | DIRECTOR | 1 | $0 |
| MAHAN TAVALKOLI 10045 COLEBROOK AVE, POTOMAC, MD 20854 | DIRECTOR | 1 | $0 |
990-PF for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 3455 PEACHTREE RD NE, ATLANTA, GA 30326 | TRUSTEE | 1 | $103,379 |
| SUSAN RUBBO NORTON PO BOX 310, SIMPSONVILLE, MD 21150 | EXECUTIVE DIRECTOR | 15 | $75,417 |
| G PATRICK CLANCY JR 3903 FRANKLIN ST, KENSINGTON, MD 208953421 | TREASURER | 1 | $0 |
| ANNE D W POULSON 3321 R STREET NWW, WASHINGTON, DC 20007 | PRESIDENT | 1 | $0 |
| JOHN P MCDANIEL 13032 HIGHLAND RD, HIGHLAND, MD 20777 | DIRECTOR | 1 | $0 |
| WILLIAM COUPER 1114 BELLEVISTA COURT, SEVERNA PARK, MD 21146 | ADVISORY BOARD | 1 | $0 |
| RUSSELL C LINDNER 3030 K STREET NW, WASHINGTON, DC 20007 | DIRECTOR | 1 | $0 |
| L F PAYNE JR 912 MARSH LANE, CHARLOTTESVILLE, VA 22903 | DIRECTOR | 1 | $0 |
| MAHAN TAVALKOLI 10045 COLEBROOK AVE, POTOMAC, MD 20854 | DIRECTOR | 1 | $0 |
990-PF for the year ended July 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 3455 PEACHTREE RD NE, ATLANTA, GA 30326 | TRUSTEE | 1 | $96,159 |
| SUSAN RUBBO NORTON 6188 LLANFAIR DR, COLUMBIA, MD 21044 | EXECUTIVE DIRECTOR | 15 | $50,000 |
| G PATRICK CLANCY JR 3903 FRANKLIN ST, KENSINGTON, MD 208953421 | TREASURER | 1 | $0 |
| ANNE D W POULSON 3321 R STREET NWW, WASHINGTON, DC 20007 | PRESIDENT | 1 | $0 |
| JOHN P MCDANIEL 13032 HIGHLAND RD, HIGHLAND, MD 20777 | DIRECTOR | 1 | $0 |
| WILLIAM COUPER 1114 BELLEVISTA COURT, SEVERNA PARK, MD 21146 | ADVISORY BOARD | 1 | $0 |
| RUSSELL C LINDNER 3030 K STREET NW, WASHINGTON, DC 20007 | DIRECTOR | 1 | $0 |
| L F PAYNE JR 912 MARSH LANE, CHARLOTTESVILLE, VA 22903 | DIRECTOR | 1 | $0 |
| MAHAN TAVALKOLI 10045 COLEBROOK AVE, POTOMAC, MD 20854 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % F WILLIAM BURKE SRVP FMB TRUST
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1095883
- 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
- 1972
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,418,295
- Income (IRS master file)
- $8,038,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $770,576 | $736,900 | $12,418,295 | XML |
| 990-PF | July 2024 | $381,040 | $724,223 | $12,381,519 | XML |
| 990-PF | July 2023 | -$187,930 | $721,430 | $12,759,335 | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990-PF | July 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 52-1095883).
Questions about MARY & DANIEL LOUGHRAN FOUNDATION
- What is the EIN of MARY & DANIEL LOUGHRAN FOUNDATION?
- The employer identification number (EIN) of MARY & DANIEL LOUGHRAN FOUNDATION is 52-1095883.
- Is MARY & DANIEL LOUGHRAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MARY & DANIEL LOUGHRAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY & DANIEL LOUGHRAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY & DANIEL LOUGHRAN FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY & DANIEL LOUGHRAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of MARY & DANIEL LOUGHRAN FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $111,056 (BANK OF AMERICA, TRUSTEE).
- How much revenue does MARY & DANIEL LOUGHRAN FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $770,576, expenses of $736,900 and total assets of $12,418,295 at year end.
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