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Nonprofit · EIN 58-6271249

THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST

Tax-exempt · TALLAHASSEE, FL 32302

Financials

$2.7M$3.8M2023$4.6M$3.9M2024$4.6M$3.9M2025
Revenue Expenses · by fiscal year end
Financials of THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,555,408$3,853,565$701,843$45,801,277$16,093$45,785,184
December 31, 2024990-PF$4,632,475$3,905,930$726,545$45,133,280$49,939$45,083,341
December 31, 2023990-PF$2,694,964$3,806,456-$1,111,492$44,359,853$3,057$44,356,796
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,938,322
Net gain from sales of assets
$2,617,086

Expenses

Grants and similar amounts paid
$2,590,000
Compensation of officers, directors and key employees
$1,191,851
Disbursements for charitable purposes
$3,429,728
Excise tax on investment income
$57,750

Balance sheet and other

Total assets, start of year
$45,133,280
Total assets, end of year
$45,801,277
Total liabilities, end of year
$16,093
Net assets, end of year
$45,785,184
Fair market value of assets
$77,500,664
Qualifying distributions
$3,429,728
Net investment income
$4,520,318

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.

NameTitleHours / weekCompensation
CAPITAL CITY TRUST COMPANY
PO BOX 1549, TALLAHASSEE, FL 32302
TRUSTEE25$397,284
CAROLE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE3.4$357,555
MARY LOU CLARK
525 LAKE SHORE DRIVE, LEESBURG, FL 34748
TRUSTEE4.69$238,370
TODD CLARK
1682 OSPREY POINTE DRIVE, TALLAHASSEE, FL 32308
TRUSTEE1.56$158,914
GEORGE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE3.4$39,728
JAMES FLOYD
3805 ALEXANDRIA DRIVE, GAINESVILLE, GA 30506
TRUSTEE1.66$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
CAPITAL CITY TRUST COMPANY
PO BOX 1549, TALLAHASSEE, FL 32302
TRUSTEE25$378,536
CAROLE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE2.4$340,737
MARY LOU CLARK
525 LAKE SHORE DRIVE, LEESBURG, FL 34748
TRUSTEE3.4$227,158
TODD CLARK
1682 OSPREY POINTE DRIVE, TALLAHASSEE, FL 32308
TRUSTEE1.4$151,438
GEORGE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE2.2$37,860
JAMES FLOYD
3805 ALEXANDRIA DRIVE, GAINESVILLE, GA 30506
TRUSTEE1.6$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CAPITAL CITY TRUST COMPANY
PO BOX 1549, TALLAHASSEE, FL 32302
TRUSTEE25$337,396
CAROLE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE4.1$303,656
MARY LOU CLARK
525 LAKE SHORE DRIVE, LEESBURG, FL 34748
TRUSTEE6$202,438
TODD CLARK
1682 OSPREY POINTE DRIVE, TALLAHASSEE, FL 32308
TRUSTEE1.1$134,958
GEORGE FLOYD
PO BOX 1026, BAINBRIDGE, GA 39818
TRUSTEE4.5$33,740

Address and contacts

Address (IRS master file)
PO BOX 1549, TALLAHASSEE, FL 32302-1549
In care of
% CAPITAL CITY TRUST CO TTEE
Signed the 990-PF
CAPITAL CITY TRUST COMPANY, TRUSTEE
Phone
(850) 402-7747
Return prepared by
SKELTON BRYANT BRYANT & SCARBORO PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6271249
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$45,801,277
Income (IRS master file)
$11,773,954

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,555,408$3,853,565$45,801,277XML
990-PFDecember 2024$4,632,475$3,905,930$45,133,280IRS
990-PFDecember 2023$2,694,964$3,806,456$44,359,853XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 58-6271249).

Questions about THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST

What is the EIN of THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST?
The employer identification number (EIN) of THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST is 58-6271249.
Is THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST 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 THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST 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 THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $397,284 (CAPITAL CITY TRUST COMPANY, TRUSTEE).
How much revenue does THE EDWARD C FOGG III AND LISBETH A FOGG CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,555,408, expenses of $3,853,565 and total assets of $45,801,277 at year end.

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