Nonprofit · EIN 81-0922108
FERTIC FAMILY FOUNDATION
Tax-exempt · BELLEAIR, FL 33756
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,186 | $26,944 | -$18,758 | $159,296 | $0 | $159,296 |
| December 31, 2023 | 990-PF | $9,385 | $22,586 | -$13,201 | $178,054 | $0 | $178,054 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,893
- Net gain from sales of assets
- -$2,056
- Other income
- $349
Expenses
- Grants and similar amounts paid
- $20,000
- Disbursements for charitable purposes
- $20,000
- Excise tax on investment income
- $138
Balance sheet and other
- Total assets, start of year
- $178,054
- Total assets, end of year
- $159,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $159,296
- Fair market value of assets
- $176,669
- Qualifying distributions
- $20,000
- Net investment income
- $9,893
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN FERTIC 535 PALMETTO ROAD, BELLEAIR, FL 33756 | PRESIDENT | 0 | $0 |
| DARA FERTIC 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | VICE PRESIDE | 0 | $0 |
| RILEY FERTIC 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | TREASURER | 0 | $0 |
| JENNIFER CALDWELL 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN FERTIC 535 PALMETTO ROAD, BELLEAIR, FL 33756 | PRESIDENT | 0 | $0 |
| DARA FERTIC 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | VICE PRESIDE | 0 | $0 |
| RILEY FERTIC 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | TREASURER | 0 | $0 |
| JENNIFER CALDWELL 535 PALMETTO ROAD, 535 PALMETTO ROAD, BELLEAIR, FL 33756 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 535 PALMETTO RD, BELLEAIR, FL 33756-1435
- Signed the 990-PF
- BENJAMIN FERTIC, PRESIDENT
- Phone
- (727) 234-5771
- Return prepared by
- WHALEY HAMMONDS PC
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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0922108
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $159,296
- Income (IRS master file)
- $239,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,186 | $26,944 | $159,296 | XML |
| 990-PF | December 2023 | $9,385 | $22,586 | $178,054 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-0922108).
Questions about FERTIC FAMILY FOUNDATION
- What is the EIN of FERTIC FAMILY FOUNDATION?
- The employer identification number (EIN) of FERTIC FAMILY FOUNDATION is 81-0922108.
- Is FERTIC FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to FERTIC FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FERTIC FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FERTIC FAMILY FOUNDATION 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 FERTIC FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FERTIC FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does FERTIC FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,186, expenses of $26,944 and total assets of $159,296 at year end.
Other nonprofits in BELLEAIR
- BURCHENAL FAMILY FOUNDATION INC EIN 59-3421835 · last filed 990-PF for 2025
- BELLEAIR COMMUNITY FOUNDATION INC EIN 45-5425037 · last filed 990 for 2025
- SCHLARBAUM FAMILY FOUNDATION EIN 23-2996673 · last filed 990-PF for 2024
- SOLVARE INC EIN 92-2430398 · last filed 990-PF for 2025
- DALE C CHRISTENSEN FAMILY FOUNDATION INC EIN 26-4008634 · last filed 990-PF for 2025
- JENSEN FAMILY FOUNDATION EIN 46-6252956 · last filed 990-PF for 2025
- MATTHEW SCOTT ROBERDS FAMILY FOUNDATION EIN 88-2404217 · last filed 990-PF for 2024
- BELLEVIEW BILTMORE COUNTRY CLUB CORP EIN 25-1235483 · last filed 990 for 2025
All nonprofits in BELLEAIR · Florida · Philanthropy, voluntarism and grantmaking foundations