Nonprofit · EIN 59-2825890
HARRY-ANNA INVESTMENT FUND INC
Tax-exempt (reinstated) · UMATILLA, FL 32784
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $54,934,267 | $24,756,241 | $30,178,026 | $510,532,336 | $159 | $510,532,177 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,080,900
- Dividends
- $10,176,849
- Interest
- $205
- Net gain from sales of assets
- $41,691,193
- Other income
- $985,120
Expenses
- Grants and similar amounts paid
- $15,295,347
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,337,909
- Excise tax on investment income
- $647,894
Balance sheet and other
- Total assets, start of year
- $480,354,708
- Total assets, end of year
- $510,532,336
- Total liabilities, end of year
- $159
- Net assets, end of year
- $510,532,177
- Fair market value of assets
- $628,430,714
- Qualifying distributions
- $16,337,909
- Net investment income
- $52,758,675
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian T Burns PO Box 49, Umatilla, FL 32784 | President | 2 | $0 |
| Michael W Chandler PO Box 49, Umatilla, FL 32784 | Vice President | 1 | $0 |
| Carl R Seibert PO Box 49, Umatilla, FL 32784 | State Secretary (end 1/25) | 1 | $0 |
| Nicholas A Miller PO Box 49, Umatilla, FL 32784 | State Secretary (beg 1/25) | 1 | $0 |
| Barbara Shepard PO Box 49, Umatilla, FL 32784 | CFO | 1 | $0 |
| Carl Ledig PO Box 49, Umatilla, FL 32784 | Director | 1 | $0 |
| David B Lake PO Box 49, Umatilla, FL 32784 | Director | 1 | $0 |
| Danny E Tabor PO Box 49, Umatilla, FL 32784 | Director | 1 | $0 |
| Sean D Maguire PO Box 49, Umatilla, FL 32784 | Director | 1 | $0 |
| James L Solana PO Box 49, Umatilla, FL 32784 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 49, UMATILLA, FL 32784-0049
- Signed the 990-PF
- Nicholas Miller, State Secretary
- Phone
- (352) 460-7209
- Website
- floridaelks.org
- Return prepared by
- Batts Morrison Wales & Lee 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | Check at the IRS |
IRS record
- EIN
- 59-2825890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $510,532,336
- Income (IRS master file)
- $161,497,200
Revocation and reinstatement
- Exemption revoked
- August 15, 2024
- Posted by the IRS
- November 11, 2024
- Reinstated
- Effective August 15, 2024
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $54,934,267 | $24,756,241 | $510,532,336 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 59-2825890).
Questions about HARRY-ANNA INVESTMENT FUND INC
- What is the EIN of HARRY-ANNA INVESTMENT FUND INC?
- The employer identification number (EIN) of HARRY-ANNA INVESTMENT FUND INC is 59-2825890.
- Is HARRY-ANNA INVESTMENT FUND INC tax-exempt?
- Yes. The IRS revoked its exemption on August 15, 2024 and reinstated it effective August 15, 2024.
- Are donations to HARRY-ANNA INVESTMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARRY-ANNA INVESTMENT FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRY-ANNA INVESTMENT FUND INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARRY-ANNA INVESTMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of HARRY-ANNA INVESTMENT FUND INC?
- The 990-PF for the year ended March 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does HARRY-ANNA INVESTMENT FUND INC have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $54,934,267, expenses of $24,756,241 and total assets of $510,532,336 at year end.
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