Nonprofit · EIN 87-0878614
ADDITION FINANCIAL FOUNDATION INC
Tax-exempt · LAKE MARY, FL 32746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $221,677 | $189,532 | $32,145 | $354,696 | $0 | $354,696 |
| December 31, 2024 | 990-PF | $427,260 | $194,311 | $232,949 | $322,551 | $0 | $322,551 |
| December 31, 2023 | 990-EZ | $181,534 | $179,553 | $1,981 | $89,602 | $0 | $89,602 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $221,516
- Interest
- $161
Expenses
- Grants and similar amounts paid
- $177,251
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $178,371
Balance sheet and other
- Total assets, start of year
- $322,551
- Total assets, end of year
- $354,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $354,696
- Fair market value of assets
- $354,696
- Qualifying distributions
- $178,371
- Net investment income
- $161
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 |
|---|---|---|---|
| KEVIN MILLER 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | PRESIDENT/BOARD CHAIR | 1 | $0 |
| HEATHER KAHOUN 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | SECRETARY | 1 | $0 |
| CARY DORTONA 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | VP/TREASURER | 1 | $0 |
| JENNIFER FOWLER 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | BOARD MEMBER | 1 | $0 |
| SAMUEL NELSON 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MILLER 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | PRESIDENT/BOARD CHAIR | 10 | $0 |
| SAMUEL NELSON 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | VP/TREASURER | 10 | $0 |
| NORA RODRIGUEZ-PATTERSON 1000 PRIMERA BLVD, LAKE MARY, FL 327462194 | SECRETARY | 10 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MILLER | PRESIDENT/CHAIRMAN | 10 | $0 |
| SAMUEL NELSON | VP/TREASURER | 10 | $0 |
| NORA RODRIGUEZ | SECRETARY | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 PRIMERA BLVD, LAKE MARY, FL 32746-2194
- In care of
- % JOSEPH MACLAREN
- Mailing address (990-N for 2021)
- 1000 PRIMERA BLVD, LAKE MARY FL 327462194
- Principal officer (990-N for 2021)
- SAMUEL M NELSON, 1000 PRIMERA BLVD, LAKE MARY FL 327462194
- Signed the 990-PF
- CRISTINA LEHMAN, EXECUTIVE DIRECTOR
- Phone
- (407) 228-2679
- Return prepared by
- CRI ADVISORS LLC
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-EZ on file |
IRS record
- EIN
- 87-0878614
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $354,696
- Income (IRS master file)
- $221,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $221,677 | $189,532 | $354,696 | XML |
| 990-PF | December 2024 | $427,260 | $194,311 | $322,551 | XML |
| 990-EZ | December 2023 | $181,534 | $179,553 | $89,602 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: SAMUEL M NELSON | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-0878614).
Questions about ADDITION FINANCIAL FOUNDATION INC
- What is the EIN of ADDITION FINANCIAL FOUNDATION INC?
- The employer identification number (EIN) of ADDITION FINANCIAL FOUNDATION INC is 87-0878614.
- Is ADDITION FINANCIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ADDITION FINANCIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ADDITION FINANCIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ADDITION FINANCIAL FOUNDATION INC 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 ADDITION FINANCIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of ADDITION FINANCIAL FOUNDATION INC?
- The 990-N for 2021 names SAMUEL M NELSON.
- Who are the officers and directors of ADDITION FINANCIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ADDITION FINANCIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $221,677, expenses of $189,532 and total assets of $354,696 at year end.
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