Nonprofit · EIN 84-4016285
WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION
Tax-exempt · ST PETERBSURG, FL 33705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $94,638 | $157,221 | -$62,583 | $1,732,308 | $1,566 | $1,730,742 |
| December 31, 2023 | 990-PF | $58,506 | $99,684 | -$41,178 | $1,792,975 | $5,504 | $1,787,471 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $44,837
- Interest
- $9,612
- Net gain from sales of assets
- $41,304
- Other income
- -$1,115
Expenses
- Grants and similar amounts paid
- $90,623
- Disbursements for charitable purposes
- $115,746
- Excise tax on investment income
- $746
Balance sheet and other
- Total assets, start of year
- $1,792,975
- Total assets, end of year
- $1,732,308
- Total liabilities, end of year
- $1,566
- Net assets, end of year
- $1,730,742
- Fair market value of assets
- $2,307,995
- Qualifying distributions
- $115,746
- Net investment income
- $94,638
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 |
|---|---|---|---|
| Heather J Courtney 134 Dr MLK Jr Street North, St Petersburg, FL 33705 | Director | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather J Courtney 134 Dr MLK Jr Street North, St Petersburg, FL 33705 | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 134 DR MLK JR STREET NORTH, ST PETERBSURG, FL 33705-0000
- In care of
- % HEATHER J COURTNEY
- Signed the 990-PF
- Heather J Courtney, Director
- Phone
- (727) 586-6667
- Return prepared by
- Brimmer Burek & Keelan LLP
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
- 84-4016285
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,732,308
- Income (IRS master file)
- $626,434
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $94,638 | $157,221 | $1,732,308 | IRS |
| 990-PF | December 2023 | $58,506 | $99,684 | $1,792,975 | 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 84-4016285).
Questions about WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION
- What is the EIN of WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION?
- The employer identification number (EIN) of WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION is 84-4016285.
- Is WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R COURTNEY AND VALERIE M COURTNEY 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 WILLIAM R COURTNEY AND VALERIE M COURTNEY 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 WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WILLIAM R COURTNEY AND VALERIE M COURTNEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $94,638, expenses of $157,221 and total assets of $1,732,308 at year end.