Nonprofit · EIN 59-3412016
U S FAMILY FOUNDATION INC
Tax-exempt · INVERNESS, FL 34452
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,263,677 | $3,475,043 | -$211,366 | $32,583,514 | $0 | $32,583,514 |
| December 31, 2023 | 990 | $4,486,435 | $2,774,506 | $1,711,929 | $30,076,889 | $0 | $30,076,889 |
| December 31, 2022 | 990 | $1,097,105 | $1,043,477 | $53,628 | $25,066,535 | $0 | $25,066,535 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,593,644
- Program service revenue
- $37,818
- Investment income
- $1,632,215
- Net gain from sales of assets
- $865,678
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,910,906
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $2,097
- Program services (functional)
- $2,910,906
- Management and general (functional)
- $561,116
- Fundraising (functional)
- $3,021
Balance sheet and other
- Total assets, start of year
- $30,076,889
- Total assets, end of year
- $32,583,514
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,583,514
- Publicly traded securities
- $29,528,876
- Net assets without donor restrictions
- $30,676,686
- Net assets with donor restrictions
- $1,906,828
- Gross receipts
- $9,868,146
- Employees
- 0
- Year formed
- 1996
- State of legal domicile
- FL
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN PAUL CASH | PRESIDENT/EX Trustee or director, Officer | – | $0 |
| ROBERT C WARDLOW III | SECRETARY/TR Officer | – | $0 |
| WANN VAN ROBINSON | DIRECTOR Trustee or director, Officer | – | $0 |
| GERRY MULLIGAN | DIRECTOR Trustee or director, Officer | – | $0 |
| JEWEL LAMB | DIRECTOR Trustee or director, Officer | – | $0 |
| KAREN THURMAN | DIRECTOR Trustee or director, Officer | – | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director, Officer | – | $0 |
| CARSON BOMAR | DIRECTOR Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN PAUL CASH | PRESIDENT/EX Trustee or director, Officer | 5 | $0 |
| ROBERT C WARDLOW III | SECRETARY/TR Officer | 1 | $0 |
| WANN VAN ROBINSON | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| GERRY MULLIGAN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| JEWEL LAMB | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| KAREN THURMAN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| CARSON BOMAR | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
990 for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN PAUL CASH | PRESIDENT/EX Trustee or director, Officer | 5 | $0 |
| ROBERT C WARDLOW III | SECRETARY/TR Officer | 1 | $0 |
| WANN VAN ROBINSON | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| GERRY MULLIGAN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| JEWEL LAMB | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| KAREN THURMAN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| CARSON BOMAR | DIRECTOR Trustee or director, Officer | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 450 PLEASANT GROVE RD, INVERNESS, FL 34452-5725
- In care of
- % ROBERT E MCCRANIE III
- Principal officer (990 for 2024)
- JONATHAN PAUL CASH, 450 PLEASANT GROVE ROAD, INVERNESS, FL 34452
- Signed the 990
- JONATHAN PAUL CASH, PRESIDENT/EXEC DIR
- Phone
- (352) 726-8130
- Website
- WWW.USFAMILYFOUNDATION.COM
- Return prepared by
- WARDLOW & CASH PA
Mission
TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES.
Program accomplishments
- OVERSIGHT AND ADMINISTRATION OF 35 ENDOWMENTS BENEFITING OVER 133 DIFFERENT 501(C)(3) CHARITIES. THE ORGANIZATION MADE CONTRIBUTIONS TO QUALIFYING EDUCATIONAL, SCIENTIFIC AND RELIGIOUS ORGANIZATIONS.Expenses $2,910,906 · grants $2,910,906 · revenue $37,818
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3412016
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $32,583,514
- Income (IRS master file)
- $9,868,146
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,263,677 | $3,475,043 | $32,583,514 | IRS |
| 990 | December 2023 | $4,486,435 | $2,774,506 | $30,076,889 | XML |
| 990 | December 2022 | $1,097,105 | $1,043,477 | $25,066,535 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 59-3412016).
Questions about U S FAMILY FOUNDATION INC
- What is the EIN of U S FAMILY FOUNDATION INC?
- The employer identification number (EIN) of U S FAMILY FOUNDATION INC is 59-3412016.
- Is U S FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to U S FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does U S FAMILY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of U S FAMILY 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 U S FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of U S FAMILY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JONATHAN PAUL CASH.
- Who are the officers and directors of U S FAMILY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does U S FAMILY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,263,677, expenses of $3,475,043 and total assets of $32,583,514 at year end.
Other nonprofits in INVERNESS
- ARTHUR B FAIRMAN CHARITABLE TRUST EIN 20-4108732 · last filed 990-PF for 2025
- DANLYN CHARITABLE TR DATED JULY 25 2018 EIN 83-6530803 · last filed 990-PF for 2025
- PUNISHERS LEMC FLYING EAGLE CHAPTER EIN 87-3241930 · last filed 990-N for 2025
- INSTANTNONPROFIT FOUNDATION EIN 82-2562476 · last filed 990-N for 2025
- CITRUS COUNTY EDUCATION FOUNDATION INC EIN 59-3138328 · last filed 990 for 2025
- MID FLORIDA HOMELESS COALITION INC EIN 59-3800140 · last filed 990 for 2025
- VETERANS MULTI-PURPOSE CENTER INC EIN 65-0205276 · last filed 990 for 2025
- CITRUS COUNTY ABUSE SHELTER ASSOCIATION INCORPORATED EIN 59-2335910 · last filed 990 for 2025
All nonprofits in INVERNESS · Florida · Philanthropy, voluntarism and grantmaking foundations