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Nonprofit · EIN 59-7246237

THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR

Also known as CASCONE MICHAEL JR ET AL TTEE

Tax-exempt · JACKSONVILLE, FL 32256

Financials

$248K$738K2023$408K$859K2024$892K$841K2025
Revenue Expenses · by fiscal year end
Financials of THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$892,304$841,221$51,083$9,263,310$0$9,263,310
December 31, 2024990-PF$408,180$858,993-$450,813$9,059,420$0$9,059,420
December 31, 2023990-PF$247,650$738,183-$490,533$9,076,582$0$9,076,582
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$246,361
Interest
$74
Net gain from sales of assets
$645,187
Other income
$682

Expenses

Grants and similar amounts paid
$833,052
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$833,052
Excise tax on investment income
$8,944

Balance sheet and other

Total assets, start of year
$9,059,420
Total assets, end of year
$9,263,310
Total liabilities, end of year
$0
Net assets, end of year
$9,263,310
Fair market value of assets
$9,263,310
Qualifying distributions
$833,052
Net investment income
$649,971

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
ELIZABETH B CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
MICHAEL CASCONE JR
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
STEVEN D CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
ELIZABETH C HIGGS
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
JULIETTE C GREDENHAG
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
KATHLEEN D CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
MICHAEL J CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
ELIZABETH B CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
MICHAEL CASCONE JR
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
STEVEN D CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
ELIZABETH C HIGGS
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
JULIETTE C GREDENHAG
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
KATHLEEN D CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
MICHAEL J CASCONE
8022 JAMES ISLAND TRAIL, JACKSONVILLE, FL 32256
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ELIZABETH B CASCONE
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
MICHAEL CASCONE JR
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
STEVEN D CASCONE
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
ELIZABETH C HIGGS
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
JULIETTE C GREDENHAG
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
KATHLEEN D CASCONE
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0
MICHAEL J CASCONE
8022 James Island Trail, Jacksonville, FL 32256
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
8022 JAMES ISLAND TRL, JACKSONVILLE, FL 32256-2308
In care of
% MICHAEL CASCONE
Signed the 990-PF
MICHAEL CASCONE, TRUSTEE
Phone
(904) 646-4685
Return prepared by
HEINZ JOLLES & BERRY LLP

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
59-7246237
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,263,310
Income (IRS master file)
$4,857,495

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$892,304$841,221$9,263,310IRS
990-PFDecember 2024$408,180$858,993$9,059,420IRS
990-PFDecember 2023$247,650$738,183$9,076,582XML
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 59-7246237).

Questions about THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR

What is the EIN of THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR?
The employer identification number (EIN) of THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR is 59-7246237.
Is THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR 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 MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR 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 MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does THE MICHAEL CASCONE JR AND ELIZABETH BELYEA CASCONE FAM TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $892,304, expenses of $841,221 and total assets of $9,263,310 at year end.

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