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Nonprofit · EIN 92-6200770

DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED

Also known as RONALD KOEPSEL TTEE

Tax-exempt · SARASOTA, FL 34236

Financials

$1M$02022$16.1M$651K2023$2.9M$949K2024
Revenue Expenses · by fiscal year end
Financials of DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,903,700$949,078$1,954,622$18,377,456$0$18,377,456
December 31, 2023990-PF$16,071,433$651,290$15,420,143$16,422,834$0$16,422,834
December 31, 2022990-PF$1,002,691$0$1,002,691$1,002,691$0$1,002,691
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,410,081
Dividends
$624,650
Interest
$43,253
Net gain from sales of assets
$825,716

Expenses

Grants and similar amounts paid
$849,842
Compensation of officers, directors and key employees
$99,093
Disbursements for charitable purposes
$874,615
Excise tax on investment income
$19,726

Balance sheet and other

Total assets, start of year
$16,422,834
Total assets, end of year
$18,377,456
Total liabilities, end of year
$0
Net assets, end of year
$18,377,456
Fair market value of assets
$18,816,128
Qualifying distributions
$874,615
Net investment income
$1,493,619

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
Sabal Trust Company
1800 Second Street Suite 103, Sarasota, FL 34236
Trustee0$99,093
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Sabal Trust Company
1800 Second Street Suite 103, Sarasota, FL 34236
Trustee0$45,971
990-PF for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
Sabal Trust Company
1800 Second Street Suite 103, Sarasota, FL 34236
Trustee0$0

Address and contacts

Address (IRS master file)
1800 2ND ST STE 103, SARASOTA, FL 34236-5990
In care of
% SABAL TRUST COMPANY - TRUSTEE
Signed the 990-PF
Susan Hines, Trustee
Phone
(941) 556-0760
Return prepared by
GOAR ENDRISS & WALKER PA

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
92-6200770
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Medical research (H30)
Assets (IRS master file)
$18,377,456
Income (IRS master file)
$8,440,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,903,700$949,078$18,377,456XML
990-PFDecember 2023$16,071,433$651,290$16,422,834XML
990-PFDecember 2022$1,002,691$0$1,002,691XML

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 92-6200770).

Questions about DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED

What is the EIN of DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED?
The employer identification number (EIN) of DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED is 92-6200770.
Is DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED file?
Form 990-PF. Private foundations file every year.
When is the next return of DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED 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 DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED 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 DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $99,093 (Sabal Trust Company, Trustee).
How much revenue does DR LARRY & ANN LAIKS CHARITABLE TR UAD 31 OCT 2000 AS AMENDED have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,903,700, expenses of $949,078 and total assets of $18,377,456 at year end.

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