Nonprofit · EIN 84-6513020
LALLY FOUNDATION
Also known as JOHN A LALLY TTEE
Tax-exempt (reinstated) · NEW PRT RCHY, FL 34652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,158 | $31,062 | -$17,904 | $363,537 | $0 | $363,537 |
| December 31, 2024 | 990-PF | $18,068 | $35,007 | -$16,939 | $381,441 | $0 | $381,441 |
| December 31, 2023 | 990-PF | $18,896 | $25,150 | -$6,254 | $398,380 | $0 | $398,380 |
| December 31, 2022 | 990-PF | $104,780 | $150 | $104,630 | $404,634 | $0 | $404,634 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,158
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $30,000
- Excise tax on investment income
- $181
Balance sheet and other
- Total assets, start of year
- $381,441
- Total assets, end of year
- $363,537
- Total liabilities, end of year
- $0
- Net assets, end of year
- $363,537
- Fair market value of assets
- $363,537
- Qualifying distributions
- $30,000
- Net investment income
- $13,158
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John A Lally 5311 Westshore Drive, New Port Richey, FL 34656 | Trustee | 2 | $0 |
| David T Hore 59 GrandView Trail, Orchard Park, NY 14127 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A LALLY 5311 WESTSHORE DRIVE, NEW PORT RICHEY, FL 34656 | TRUSTEE | 2 | $0 |
| DAVID T HORE 59 GRANDVIEW TRAIL, ORCHARD PARK, NY 14127 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A LALLY 5311 WESTSHORE DRIVE, NEW PORT RICHEY, FL 34656 | TRUSTEE | 2 | $0 |
| DAVID T HORE 59 GRANDVIEW TRAIL, ORCHARD PARK, NY 14127 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A LALLY 5311 WESTSHORE DRIVE, NEW PORT RICHEY, FL 34656 | TRUSTEE | 2 | $0 |
| DAVID T HORE 59 GRANDVIEW TRAIL, ORCHARD PARK, NY 14127 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5311 WESTSHORE DR, NEW PRT RCHY, FL 34652-3039
- In care of
- % JOHN A LALLY
- Signed the 990-PF
- John A Lally, Trustee
- Phone
- (877) 829-5500
- Return prepared by
- Chiampou Travis Besaw & Kershner 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 | 990-PF 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
- 84-6513020
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $363,537
- Income (IRS master file)
- $13,158
Revocation and reinstatement
- Exemption revoked
- May 15, 2024
- Posted by the IRS
- October 14, 2024
- Reinstated
- Effective May 15, 2024
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,158 | $31,062 | $363,537 | IRS |
| 990-PF | December 2024 | $18,068 | $35,007 | $381,441 | XML |
| 990-PF | December 2023 | $18,896 | $25,150 | $398,380 | XML |
| 990-PF | December 2022 | $104,780 | $150 | $404,634 | XML |
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 84-6513020).
Questions about LALLY FOUNDATION
- What is the EIN of LALLY FOUNDATION?
- The employer identification number (EIN) of LALLY FOUNDATION is 84-6513020.
- Is LALLY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2024 and reinstated it effective May 15, 2024.
- Are donations to LALLY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LALLY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LALLY FOUNDATION 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 LALLY FOUNDATION 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 LALLY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LALLY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,158, expenses of $31,062 and total assets of $363,537 at year end.
Other nonprofits in NEW PRT RCHY
- RAHIM FOUNDATION INC EIN 47-2912447 · last filed 990-PF for 2024
- MALONEY FOUNDATION INC EIN 82-2780135 · last filed 990 for 2025
- ROTARY CLUB OF NEW PORT RICHEY FUND INC EIN 50-3250070 · last filed 990 for 2025
- THE DAVID MAUS FOUNDATION INC EIN 20-2802845 · last filed 990 for 2025
- DAYSPRINGS EDN ARTS FOUNDATION INC EIN 83-4537654 · last filed 990 for 2025
- THE SEVEN SPRINGS ROTARY FOUNDATION INC EIN 59-3680452 · last filed 990-EZ for 2025
- BONCZYK FAMILY FOUNDATION EIN 30-6131859 · last filed 990-PF for 2025
- PASCO APPRAISER GIVES INC EIN 92-1028720 · last filed 990-N for 2025
All nonprofits in NEW PRT RCHY · Florida · Philanthropy, voluntarism and grantmaking foundations