Middle Road Foundation

New York, NY
Tax-exempt since May 1984
EIN: 13-3202345

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$754k (2023)

Expenses

$1M (2023)

Total Assets

$11.7M (2023)

Total Liabilities

$104k (2023)

Years with missing data

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$754,044

Expenses

$1,004,324

Net Income

-$250,280

Net Assets

$11,614,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$579,793	76.9%
Sales of Assets	$165,251	21.9%
Other Income	$9,000	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$902,835	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,718,443
Total Liabilities	$104,405
Net Assets	$11,614,038

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth R Varet (President/Director)	$0	$0
David R Varet (Secretary/Treasurer/Director)	$0	$0
Sarah R Varet (Director)	$0	$0
Joseph R Varet (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$273,975

Expenses

$1,070,718

Net Income

-$796,743

Net Assets

$11,864,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,024	80.7%
Sales of Assets	$40,391	14.7%
Other Income	$12,560	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$970,424	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,939,696
Total Liabilities	$75,378
Net Assets	$11,864,318

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth R Varet (Chairman/Dir/Asst. Sec)	$0	$0
Sarah R Varet (Vp/Secretary)	$0	$0
Joseph R Varet (Vp/Asst Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$273,222

Expenses

$970,570

Net Income

-$697,348

Net Assets

$12,661,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,233	36.0%
Sales of Assets	$174,989	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$742,490	76.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,721,384
Total Liabilities	$60,323
Net Assets	$12,661,061

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth R Varet (Chairman/Dir/Asst.Sec)	$0	$0
Sarah R Varet (Vp/Secretary)	$0	$0
Joseph R Varet (Vp/Asst Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2021

Revenue

$2,812,375

Expenses

$1,196,751

Net Income

$1,615,624

Net Assets

$13,358,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,305	5.6%
Sales of Assets	$2,655,589	94.4%
Other Income	$481	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,045,905	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,417,361
Total Liabilities	$58,952
Net Assets	$13,358,409

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth R Varet (Chairman/Dir/Asst.Sec)	$0	$0
Sarah R Varet (Vp/Secretary)	$0	$0
David B Buss (Director)	$0	$0
Joseph R Varet (Vp/Asst Treasurer)	$0	$0

+ View more people

990-PF

Filed on Dec. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$2,548,327

Expenses

$1,136,403

Net Income

$1,411,924

Net Assets

$11,742,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,683,539	66.1%
Interest Revenue	$92,401	3.6%
Dividends	$232,165	9.1%
Sales of Assets	$562,701	22.1%
Other Income	-$22,479

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$923,000	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,742,785
Total Liabilities	$0
Net Assets	$11,742,785

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2019

Revenue

$999,341

Expenses

$1,690,175

Net Income

-$690,834

Net Assets

$10,256,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98,616	9.9%
Dividends	$281,395	28.2%
Sales of Assets	$709,368	71.0%
Other Income	-$90,038

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,508,628	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,256,828
Total Liabilities	$0
Net Assets	$10,256,828

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2015

Revenue

$1,757,824

Expenses

$1,120,540

Net Income

$637,284

Net Assets

$14,673,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117,216	6.7%
Dividends	$480,618	27.3%
Sales of Assets	$1,370,701	78.0%
Other Income	-$210,711

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$957,215	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,673,376
Total Liabilities	$0
Net Assets	$14,673,376

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2014

Revenue

$599,361

Expenses

$921,914

Net Income

-$322,553

Net Assets

$14,925,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117,845	19.7%
Dividends	$350,481	58.5%
Sales of Assets	$150,524	25.1%
Other Income	-$19,489

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$777,195	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,925,057
Total Liabilities	$0
Net Assets	$14,925,057

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2013

Revenue

$2,128,539

Expenses

$1,194,394

Net Income

$934,145

Net Assets

$14,611,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$657,412	30.9%
Interest Revenue	$138,203	6.5%
Dividends	$416,742	19.6%
Sales of Assets	$1,052,431	49.4%
Other Income	-$136,249

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,052,555	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,611,884
Total Liabilities	$0
Net Assets	$14,611,884

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2012

Revenue

$6,193,169

Expenses

$608,065

Net Income

$5,585,104

Net Assets

$14,140,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,661,618	91.4%
Interest Revenue	$97,404	1.6%
Dividends	$233,882	3.8%
Sales of Assets	$276,672	4.5%
Other Income	-$76,407

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,499	78.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,140,523
Total Liabilities	$0
Net Assets	$14,140,523

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2011

Revenue

$1,256,757

Expenses

$371,752

Net Income

$885,005

Net Assets

$8,404,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97,851	7.8%
Dividends	$272,035	21.6%
Sales of Assets	$961,124	76.5%
Other Income	-$74,253

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,568	62.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,406,359
Total Liabilities	$1,930
Net Assets	$8,404,429

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending April
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Middle Road Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $754k (2023)

Expenses $1M (2023)

Total Assets $11.7M (2023)

Total Liabilities $104k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending April 2018

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending April 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$754k (2023)

Expenses

$1M (2023)

Total Assets

$11.7M (2023)

Total Liabilities

$104k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002

Fiscal Year Ending April
2001