Nonprofit · EIN 61-1700548
HOOLIE FUND INC
Tax-exempt · HOPEWELL JUNCTION, NY 12533
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $196,272 | $224,911 | -$28,639 | $2,094,117 | $0 | $2,094,117 |
| November 30, 2024 | 990-PF | $161,881 | $192,741 | -$30,860 | $2,143,416 | $0 | $2,143,416 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $27,712
- Interest
- $5,318
- Net gain from sales of assets
- $163,242
Expenses
- Grants and similar amounts paid
- $207,574
- Disbursements for charitable purposes
- $211,272
- Excise tax on investment income
- $2,583
Balance sheet and other
- Total assets, start of year
- $2,143,416
- Total assets, end of year
- $2,094,117
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,094,117
- Fair market value of assets
- $2,094,117
- Qualifying distributions
- $211,272
- Net investment income
- $196,221
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick Gmerek Conyers, Conyers, GA 30013 | President | 4 | $0 |
| Lina Anderson Hopewell Junction, Hopewell Junction, NY 12533 | Treasurer | 3 | $0 |
| Christopher Wilson Berea, Berea, OH 44017 | V.P. and Secretary | 2 | $0 |
| Gerry Lambo Greensboro, Greensboro, GA 30642 | Director | 1 | $0 |
| Jim Chase Knoxville, Knoxville, TN 37922 | Director | 1 | $0 |
990-PF for the year ended November 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick Gmerek Conyers, Conyers, GA 30013 | President | 4 | $0 |
| Lina Anderson Hopewell Junction, Hopewell Junction, NY 12533 | Treasurer | 3 | $0 |
| Christopher Wilson Berea, Berea, OH 44017 | V.P. and Secretary | 2 | $0 |
| Gerry Lambo Greensboro, Greensboro, GA 30642 | Director | 1 | $0 |
| Jim Chase Knoxville, Knoxville, TN 37922 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 46 FOSTER ROAD, HOPEWELL JUNCTION, NY 12533-6112
- Signed the 990-PF
- Patrick Gmerek, President
- Phone
- (845) 227-6869
- Return prepared by
- Adamand Tax & Advisory Services LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-1700548
- 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
- 2015
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,094,117
- Income (IRS master file)
- $514,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $196,272 | $224,911 | $2,094,117 | IRS |
| 990-PF | November 2024 | $161,881 | $192,741 | $2,143,416 | XML |
| 990-PF | November 2023 | $271,594 | $160,274 | $1,864,517 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HOOLIE FUND INC
- What is the EIN of HOOLIE FUND INC?
- The employer identification number (EIN) of HOOLIE FUND INC is 61-1700548.
- Is HOOLIE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to HOOLIE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOOLIE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOOLIE FUND INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOOLIE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HOOLIE FUND INC?
- The 990-PF for the year ended November 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HOOLIE FUND INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $196,272, expenses of $224,911 and total assets of $2,094,117 at year end.
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