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Nonprofit · EIN 85-1059540

NORMAN FAMILY FOUNDATION

Tax-exempt · LAKELAND, FL 33807

Financials

$659K$715K2022$788K$657K2023$967K$421K2024
Revenue Expenses · by fiscal year end
Financials of NORMAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$966,515$420,843$545,672$1,751,413$79,115$1,672,298
December 31, 2023990-PF$787,968$657,006$130,962$1,554,631$428,005$1,126,626
December 31, 2022990-PF$659,316$715,355-$56,039$1,561,237$565,573$995,664
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$911,664
Dividends
$35,531
Net gain from sales of assets
$19,320

Expenses

Grants and similar amounts paid
$250,150
Compensation of officers, directors and key employees
$66,750
Disbursements for charitable purposes
$806,250
Excise tax on investment income
$642

Balance sheet and other

Total assets, start of year
$1,554,631
Total assets, end of year
$1,751,413
Total liabilities, end of year
$79,115
Net assets, end of year
$1,672,298
Fair market value of assets
$1,828,823
Qualifying distributions
$806,250
Net investment income
$54,851

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
NATHAN D BREWER
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR15$66,750
S ANDREW NORMAN
PO BOX 6899, LAKELAND, FL 33807
PRESIDENT & DIRECTOR10$0
SHERYL NORMAN
PO BOX 6899, LAKELAND, FL 33807
DIRECTOR5$0
S ADAM NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR10$0
LESLIE NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
NATHAN D BREWER
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR15$77,822
S ANDREW NORMAN
PO BOX 6899, LAKELAND, FL 33807
PRESIDENT & DIRECTOR10$0
SHERYL NORMAN
PO BOX 6899, LAKELAND, FL 33807
DIRECTOR5$0
S ADAM NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR10$0
LESLIE NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR5$0
990-PF for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
NATHAN D BREWER
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR15$18,064
S ANDREW NORMAN
PO BOX 6899, LAKELAND, FL 33807
PRESIDENT & DIRECTOR10$0
SHERYL NORMAN
PO BOX 6899, LAKELAND, FL 33807
DIRECTOR5$0
S ADAM NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR10$0
LESLIE NORMAN
PO BOX 6688, LAKELAND, FL 33807
DIRECTOR5$0

Address and contacts

Address (IRS master file)
PO BOX 6899, LAKELAND, FL 33807-6899
Signed the 990-PF
S ADAM NORMAN, DIRECTOR
Phone
(863) 577-0210
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 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
85-1059540
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
Assets (IRS master file)
$1,751,413
Income (IRS master file)
$1,405,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$966,515$420,843$1,751,413XML
990-PFDecember 2023$787,968$657,006$1,554,631XML
990-PFDecember 2022$659,316$715,355$1,561,237XML
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 85-1059540).

Questions about NORMAN FAMILY FOUNDATION

What is the EIN of NORMAN FAMILY FOUNDATION?
The employer identification number (EIN) of NORMAN FAMILY FOUNDATION is 85-1059540.
Is NORMAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to NORMAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORMAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NORMAN FAMILY 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 NORMAN FAMILY 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 NORMAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $66,750 (NATHAN D BREWER, DIRECTOR).
How much revenue does NORMAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $966,515, expenses of $420,843 and total assets of $1,751,413 at year end.

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