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Nonprofit · EIN 84-0978668

LUMEN CLARKE M WILLIAMS FOUNDATION

Tax-exempt · WILMINGTON, DE 19809

Financials

$1.9M$1.4M2023$3.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of LUMEN CLARKE M WILLIAMS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,204,477$1,081,915$2,122,562$12,082,840$0$12,082,840
December 31, 2023990-PF$1,866,097$1,445,888$420,209$9,960,278$0$9,960,278
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,524,135
Interest
$24,644
Net gain from sales of assets
$363,709
Other income
$291,989

Expenses

Grants and similar amounts paid
$970,599
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,013,049
Excise tax on investment income
$8,440

Balance sheet and other

Total assets, start of year
$9,960,278
Total assets, end of year
$12,082,840
Total liabilities, end of year
$0
Net assets, end of year
$12,082,840
Fair market value of assets
$11,931,747
Qualifying distributions
$1,013,049
Net investment income
$671,748

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.

NameTitleHours / weekCompensation
Stephanie Calhoun
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Andrew Dugan
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Stacey Goff
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres0$0
Meredith Hayes
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Kristy LaCroix
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Melissa Mann
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Laurinda Pang
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Jennifer Simile
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Sec, Dir1$0
Thomas C Stortz
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
India Sylvester
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir1$0
Scott Trezise
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Ashley True
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Sec, Treas1$0
Ana White
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Stephanie Calhoun
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Bill Cheek
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Andrew Dugan
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Stacey Goff
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres0$0
Laurinda Pang
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Thomas C Stortz
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0
Scott Trezise
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir0$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Jennifer Simile, Secretary
Phone
(800) 839-1754
Return prepared by
Foundation Source

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-0978668
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,082,840
Income (IRS master file)
$3,151,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,204,477$1,081,915$12,082,840XML
990-PFDecember 2023$1,866,097$1,445,888$9,960,278XML
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 84-0978668).

Questions about LUMEN CLARKE M WILLIAMS FOUNDATION

What is the EIN of LUMEN CLARKE M WILLIAMS FOUNDATION?
The employer identification number (EIN) of LUMEN CLARKE M WILLIAMS FOUNDATION is 84-0978668.
Is LUMEN CLARKE M WILLIAMS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to LUMEN CLARKE M WILLIAMS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUMEN CLARKE M WILLIAMS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUMEN CLARKE M WILLIAMS 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 LUMEN CLARKE M WILLIAMS 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 LUMEN CLARKE M WILLIAMS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
How much revenue does LUMEN CLARKE M WILLIAMS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,204,477, expenses of $1,081,915 and total assets of $12,082,840 at year end.

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