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Nonprofit · EIN 82-5457620

RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC

Tax-exempt · PALM BCH GDNS, FL 33418

Financials

$26K$510K2023$258K$631K2024$699K$1.4M2025
Revenue Expenses · by fiscal year end
Financials of RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$698,917$1,413,183-$714,266$3,557,796$0$3,557,796
December 31, 2024990-PF$258,348$630,683-$372,335$4,272,062$0$4,272,062
December 31, 2023990-PF$25,716$510,238-$484,522$4,643,409$0$4,643,409
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$84,269
Interest
$32,440
Net gain from sales of assets
$582,208

Expenses

Grants and similar amounts paid
$1,380,318
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,380,318
Excise tax on investment income
$9,420

Balance sheet and other

Total assets, start of year
$4,272,062
Total assets, end of year
$3,557,796
Total liabilities, end of year
$0
Net assets, end of year
$3,557,796
Fair market value of assets
$4,942,984
Qualifying distributions
$1,380,318
Net investment income
$698,917

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
KATHRYN ADAMS LIMBAUGH
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
PRESIDENT AND SECRETARY1$0
SPERO MEHALLIS
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
TREASURER1$0
LUKE MATHISEN
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
BOARD MEMBER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KATHRYN ADAMS LIMBAUGH
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
PRESIDENT AND SECRETARY1$0
SPERO MEHALLIS
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
TREASURER1$0
LUKE MATHISEN
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KATHRYN ADAMS LIMBAUGH
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
PRESIDENT AND SECRETARY1$0
SPERO MEHALLIS
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
TREASURER1$0
LUKE MATHISEN
5070 PGA BOULEVARD SUITE 208, PALM BEACH GARDENS, FL 33418
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
5070 PGA BLVD STE 208, PALM BCH GDNS, FL 33418-3939
Signed the 990-PF
SPERO MEHALLIS, TREASURER
Phone
(561) 281-9343
Return prepared by
CBIZ ADVISORS 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 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
82-5457620
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,557,796
Income (IRS master file)
$1,877,731

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$698,917$1,413,183$3,557,796IRS
990-PFDecember 2024$258,348$630,683$4,272,062IRS
990-PFDecember 2023$25,716$510,238$4,643,409XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 82-5457620).

Questions about RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC

What is the EIN of RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC?
The employer identification number (EIN) of RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC is 82-5457620.
Is RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC 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 RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC 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 RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does RUSH AND KATHRYN ADAMS LIMBAUGH FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $698,917, expenses of $1,413,183 and total assets of $3,557,796 at year end.

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