Nonprofit · EIN 83-2331700
ADDY FOUNDATION
Tax-exempt · CARBONDALE, CO 81623
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $274,389 | $205,269 | $69,120 | $2,440,608 | $0 | $2,440,608 |
| September 30, 2024 | 990-PF | $340,926 | $141,973 | $198,953 | $2,162,659 | $0 | $2,162,659 |
| September 30, 2023 | 990-PF | -$88,843 | $129,710 | -$218,553 | $1,637,812 | $0 | $1,637,812 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $180,000
- Dividends
- $17,170
- Interest
- $32,535
- Net gain from sales of assets
- $44,684
Expenses
- Grants and similar amounts paid
- $180,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $181,820
- Excise tax on investment income
- $997
Balance sheet and other
- Total assets, start of year
- $2,162,659
- Total assets, end of year
- $2,440,608
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,440,608
- Fair market value of assets
- $2,440,608
- Qualifying distributions
- $181,820
- Net investment income
- $94,349
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN A GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/PRESIDENT/SECRETARY/TREASURER | 2 | $0 |
| WALLACE W GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/VICE PRESIDENT | 2 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN A GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/PRESIDENT/SECRETARY/TREASURER | 2 | $0 |
| WALLACE W GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/VICE PRESIDENT | 2 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN A GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/PRESIDENT/SECRETARY/TREASURER | 2 | $0 |
| WALLACE W GRAHAM 111 PINNACLE COURT, CARBONDALE, CO 81623 | DIRECTOR/VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 111 PINNACLE CT, CARBONDALE, CO 81623-8617
- In care of
- % KRISTEN A GRAHAM
- Signed the 990-PF
- KRISTEN A GRAHAM, PRESIDENT
- Phone
- (970) 274-3279
- Website
- WWW.THEADDYFOUNDATION.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 83-2331700
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,440,608
- Income (IRS master file)
- $430,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $274,389 | $205,269 | $2,440,608 | XML |
| 990-PF | September 2024 | $340,926 | $141,973 | $2,162,659 | XML |
| 990-PF | September 2023 | -$88,843 | $129,710 | $1,637,812 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 83-2331700).
Questions about ADDY FOUNDATION
- What is the EIN of ADDY FOUNDATION?
- The employer identification number (EIN) of ADDY FOUNDATION is 83-2331700.
- Is ADDY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ADDY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ADDY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ADDY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADDY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ADDY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ADDY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $274,389, expenses of $205,269 and total assets of $2,440,608 at year end.
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