Nonprofit · EIN 83-6802589
COLEN FAMILY CHARITABLE TR
Also known as KENNETH D COLEN TTEE
Tax-exempt · OCALA, FL 34481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $10,818,253 | $7,846,425 | $2,971,828 | $213,821,201 | $2,207,356 | $211,613,845 |
| March 31, 2024 | 990-PF (amended) | $9,348,105 | $6,644,072 | $2,704,033 | $211,606,620 | $2,962,115 | $208,644,505 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,777,324
- Dividends
- $2,442,502
- Interest
- $81,258
- Net gain from sales of assets
- $80,138
- Other income
- $5,444,784
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $101,319
- Salaries, compensation and benefits (total)
- $2,972,396
- Disbursements for charitable purposes
- $938,001
- Excise tax on investment income
- $35,979
Balance sheet and other
- Total assets, start of year
- $211,606,620
- Total assets, end of year
- $213,821,201
- Total liabilities, end of year
- $2,207,356
- Net assets, end of year
- $211,613,845
- Fair market value of assets
- $188,167,103
- Qualifying distributions
- $3,008,538
- Net investment income
- $2,603,898
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Vanessa Tillis Baxley 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $110,434 | $15,968 |
| Angela Swain 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Administrator Highest-paid employee | 40 | $110,346 | $13,602 |
| Rebecca Rogers 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Executive Dir | 25 | $97,644 | $1,575 |
| Hazel Jeanette Loera 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Administrator Highest-paid employee | 40 | $80,984 | $10,599 |
| Susan Schwartz DeMar 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Teacher Highest-paid employee | 40 | $75,619 | $12,364 |
| Tracy Cecil 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $65,323 | $17,605 |
| Kenneth D Colen 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Trustee | 20 | $0 | – |
990-PF for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rebecca Rogers 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Executive Dir | 25 | $84,325 | $1,553 |
| Vanessa Tillis Baxley 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $82,592 | $16,091 |
| Ann Michelle Avery 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Principal Highest-paid employee | 40 | $65,389 | $13,532 |
| Mickel Amy Van Camp 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $56,165 | $22,662 |
| Melissa Ann Cheshire 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Teacher Highest-paid employee | 40 | $51,739 | $22,386 |
| Jennifer R Gibson 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Elementary Teacher Highest-paid employee | 40 | $51,087 | $25,070 |
| Kenneth D Colen 8345 SW 80th Street Ste 2, Ocala, FL 34481 | Trustee | 20 | $0 | – |
Address and contacts
- Address (IRS master file)
- 8435 SW 80TH ST UNIT 2, OCALA, FL 34481-9127
- Signed the 990-PF
- Kenneth D Colen, Trustee
- Phone
- (352) 387-7492
- Return prepared by
- CS&L CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 83-6802589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $213,821,201
- Income (IRS master file)
- $14,279,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | – | – | – | IRS |
| 990 | March 2024 | – | – | – | IRS |
| 990-PF | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | $18,277,014 | $4,536,104 | $208,438,791 | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 COLEN FAMILY CHARITABLE TR
- What is the EIN of COLEN FAMILY CHARITABLE TR?
- The employer identification number (EIN) of COLEN FAMILY CHARITABLE TR is 83-6802589.
- Is COLEN FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to COLEN FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLEN FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLEN FAMILY CHARITABLE TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLEN FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of COLEN FAMILY CHARITABLE TR?
- The 990-PF for the year ended March 31, 2025 lists 7 people; 6 received compensation from the organization, the highest $110,434 (Vanessa Tillis Baxley, Principal).
- How much revenue does COLEN FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $10,818,253, expenses of $7,846,425 and total assets of $213,821,201 at year end.
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All nonprofits in OCALA · Florida · Philanthropy, voluntarism and grantmaking foundations