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Nonprofit · EIN 86-1516276

DEE ANDERSON ACHIEVEMENT TRUST

Tax-exempt · EDGEWATER, FL 32132

Financials

−$13K$155K2023$37K$144K2024$39K$83K2025
Revenue Expenses · by fiscal year end
Financials of DEE ANDERSON ACHIEVEMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$39,414$82,883-$43,469$693,013$3,672$689,341
December 31, 2024990-PF$36,675$143,738-$107,063$736,827$3,672$733,155
December 31, 2023990-PF-$12,764$155,217-$167,981$847,754$4,471$843,283
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$28,964
Interest
$391
Net gain from sales of assets
$3,160
Other income
$6,899

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$23,068
Disbursements for charitable purposes
$73,068

Balance sheet and other

Total assets, start of year
$736,827
Total assets, end of year
$693,013
Total liabilities, end of year
$3,672
Net assets, end of year
$689,341
Fair market value of assets
$753,410
Qualifying distributions
$73,068
Net investment income
$32,427

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.

NameTitleHours / weekCompensation
COLLEEN SUMNER
8 PINES EDGE CT, EDGEWATER, FL 32132
CO- TRUSTEE2$11,534
JOSEPH P DUDLEY
2650 N DIXIE FWY, NEW SMYRNA BEACH, FL 32168
CO-TRUSTEE2$11,534
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
COLLEEN SUMNER
8 PINES EDGE CT, EDGEWATER, FL 32132
CO- TRUSTEE1$15,267
JOSEPH P DUDLEY
403 DOWNING ST, NEW SMYRNA BEACH, FL 32168
CO-TRUSTEE1$15,267
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
COLLEEN SUMNER
8 PINES EDGE CT, EDGEWATER, FL 32132
CO- TRUSTEE3$16,765
JOSEPH P DUDLEY
403 DOWNING ST, NEW SMYRNA BEACH, FL 32168
CO-TRUSTEE3$16,765

Address and contacts

Address (IRS master file)
8 PINES EDGE CT, EDGEWATER, FL 32132-2022
Signed the 990-PF
COLLEEN SUMNER, CO- TRUSTEE
Phone
(386) 427-6167
Return prepared by
CHARLES L BELOTE & ASSOCPA CPA'S

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-1516276
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)
Education (B82)
Assets (IRS master file)
$693,013
Income (IRS master file)
$215,615

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$39,414$82,883$693,013XML
990-PFDecember 2024$36,675$143,738$736,827XML
990-PFDecember 2023-$12,764$155,217$847,754XML
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 86-1516276).

Questions about DEE ANDERSON ACHIEVEMENT TRUST

What is the EIN of DEE ANDERSON ACHIEVEMENT TRUST?
The employer identification number (EIN) of DEE ANDERSON ACHIEVEMENT TRUST is 86-1516276.
Is DEE ANDERSON ACHIEVEMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to DEE ANDERSON ACHIEVEMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DEE ANDERSON ACHIEVEMENT TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DEE ANDERSON ACHIEVEMENT TRUST 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 DEE ANDERSON ACHIEVEMENT TRUST 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 DEE ANDERSON ACHIEVEMENT TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $11,534 (COLLEEN SUMNER, CO- TRUSTEE).
How much revenue does DEE ANDERSON ACHIEVEMENT TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,414, expenses of $82,883 and total assets of $693,013 at year end.

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