Nonprofit · EIN 52-1499358
W DALE BROUGHER FOUNDATION INC
Tax-exempt · SARASOTA, FL 34242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,203,365 | $4,872,247 | $1,331,118 | $67,616,622 | $0 | $67,616,622 |
| December 31, 2023 | 990-PF | $1,942,659 | $3,957,217 | -$2,014,558 | $66,285,504 | $0 | $66,285,504 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,672,064
- Net gain from sales of assets
- $3,427,347
- Other income
- $103,954
Expenses
- Grants and similar amounts paid
- $3,807,375
- Compensation of officers, directors and key employees
- $372,243
- Salaries, compensation and benefits (total)
- $22,605
- Disbursements for charitable purposes
- $4,355,165
- Excise tax on investment income
- $80,152
Balance sheet and other
- Total assets, start of year
- $66,285,504
- Total assets, end of year
- $67,616,622
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,616,622
- Fair market value of assets
- $76,923,399
- Qualifying distributions
- $4,355,165
- Net investment income
- $6,203,365
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E BOSSERT 4333 HIGEL AVENUE, SARASOTA, FL 34242 | PRESIDENT | 40 | $267,216 |
| SONYA NESS-EICHOLTZ 3 S PLEASANT AVENUE, JACOBUS, PA 17407 | DIRECTOR | 40 | $80,131 |
| NANCY M BROUGHER 710 CASEY KEY ROAD, NOKOMIS, FL 34275 | VICE-PRES. | 3 | $24,896 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E BOSSERT 4333 HIGEL AVENUE, SARASOTA, FL 34242 | PRESIDENT | 40 | $210,608 |
| SONYA L EICHOLTZ 3 S PLEASANT AVENUE, JACOBUS, PA 17407 | DIRECTOR | 40 | $77,694 |
| NANCY M BROUGHER 710 CASEY KEY ROAD, NOKOMIS, FL 34275 | VICE-PRES. | 3 | $24,138 |
| SALLY BOSSERT 3504 LAKEMONT COURT, PALM BEACH GARDENS, FL 33403 | DIRECTOR | 25 | $21,918 |
Address and contacts
- Address (IRS master file)
- 4333 HIGEL AVE, SARASOTA, FL 34242-1201
- In care of
- % W DALE BROUGHER
- Signed the 990-PF
- ROBERT E BOSSERT, PRESIDENT
- Phone
- (941) 504-8823
- Return prepared by
- MARTIN M SACKS & ASSOCIATES
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 | Not 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
- 52-1499358
- 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)
- $67,616,622
- Income (IRS master file)
- $78,888,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,203,365 | $4,872,247 | $67,616,622 | XML |
| 990-PF | December 2023 | $1,942,659 | $3,957,217 | $66,285,504 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 52-1499358).
Questions about W DALE BROUGHER FOUNDATION INC
- What is the EIN of W DALE BROUGHER FOUNDATION INC?
- The employer identification number (EIN) of W DALE BROUGHER FOUNDATION INC is 52-1499358.
- Is W DALE BROUGHER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to W DALE BROUGHER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W DALE BROUGHER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W DALE BROUGHER FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W DALE BROUGHER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of W DALE BROUGHER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $267,216 (ROBERT E BOSSERT, PRESIDENT).
- How much revenue does W DALE BROUGHER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,203,365, expenses of $4,872,247 and total assets of $67,616,622 at year end.
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