Tracy Forrest Foundation Inc

Sanford, FL
Tax-exempt since March 2009
EIN: 26-3934858

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$251k (2024)

Expenses

$313k (2024)

Total Assets

$9.79k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$251,351

Expenses

$312,835

Net Income

-$61,484

Net Assets

$9,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	99.5%
Interest Revenue	$1,351	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,904	24.3%
Compensation of Officers*	$225,142	72.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,789
Total Liabilities	$0
Net Assets	$9,789

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (President)	$101,956	$0
Lisa Harris (Treasurer & Secretary)	$68,972	$0
Hilary Kaiser (Director)	$54,214	$0

990-PF

Filed on Oct. 6, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$102,962

Expenses

$285,271

Net Income

-$182,309

Net Assets

$71,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	97.1%
Interest Revenue	$2,962	2.9%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,249	9.9%
Compensation of Officers*	$212,425	74.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,273
Total Liabilities	$0
Net Assets	$71,273

Compensation

Key Employees and Officers	Compensation	Other
Lisa Harris (Secretary)	$139,108	$0
Carol Rae Lovenbury (President)	$73,317	$0
Russell Goldberg (Treasurer)	$0	$0

990-PF

Filed on March 20, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$537,778

Expenses

$288,770

Net Income

$249,008

Net Assets

$253,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$537,500	99.9%
Interest Revenue	$278	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,387	6.4%
Compensation of Officers*	$185,861	64.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,582
Total Liabilities	$0
Net Assets	$253,582

Compensation

Key Employees and Officers	Compensation	Other
Lisa Harris (Secretary)	$97,562	$0
Carol Rae Lovenbury (President)	$88,299	$0
Russell Goldberg (Treasurer)	$0	$0

990-PF

Filed on Sept. 9, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$25,002

Expenses

$28,417

Net Income

-$3,415

Net Assets

$4,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	100.0%
Interest Revenue	$2	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,500	5.3%
Compensation of Officers*	$23,225	81.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,574
Total Liabilities	$0
Net Assets	$4,574

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (President)	$23,225	$0
Russell Goldberg (Treasurer)	$0	$0
Lisa Harris (Secretary)	$0	$0

990-PF

Filed on May 16, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$44,360

Expenses

$46,816

Net Income

-$2,456

Net Assets

$7,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,250	99.8%
Interest Revenue	$110	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,500	43.8%
Compensation of Officers*	$23,225	49.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,989
Total Liabilities	$1
Net Assets	$7,988

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on Sept. 1, 2021

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

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$176,481

Expenses

$167,946

Net Income

$8,535

Net Assets

$10,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$176,400	100.0%
Interest Revenue	$81	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,997	84.0%
Compensation of Officers*	$23,225	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,445
Total Liabilities	$1
Net Assets	$10,444

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on Aug. 11, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$174,005

Expenses

$179,771

Net Income

-$5,766

Net Assets

$1,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$174,000	100.0%
Interest Revenue	$5	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,160	84.6%
Compensation of Officers*	$23,225	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,910
Total Liabilities	$0
Net Assets	$1,910

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on July 31, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$188,011

Expenses

$183,014

Net Income

$4,997

Net Assets

$7,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$188,000	100.0%
Interest Revenue	$11	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,951	86.3%
Compensation of Officers*	$23,225	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,676
Total Liabilities	$0
Net Assets	$7,676

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on May 14, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$198,960

Expenses

$202,829

Net Income

-$3,869

Net Assets

$2,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$198,000	99.5%
Interest Revenue	$10	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$950	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,766	87.2%
Compensation of Officers*	$23,225	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,679
Total Liabilities	$0
Net Assets	$2,679

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on Jan. 10, 2018

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

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XML

Fiscal Year Ending Dec.
2015

Revenue

$251,014

Expenses

$248,915

Net Income

$2,099

Net Assets

$6,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,000	100.0%
Interest Revenue	$14	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,852	89.5%
Compensation of Officers*	$23,225	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,548
Total Liabilities	$0
Net Assets	$6,548

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on Aug. 15, 2016

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

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Schedules ▼

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$145,008

Expenses

$148,433

Net Income

-$3,425

Net Assets

$4,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$145,000	100.0%
Interest Revenue	$8	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,370	82.4%
Compensation of Officers*	$23,225	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,449
Total Liabilities	$0
Net Assets	$4,449

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on Sept. 4, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$170,022

Expenses

$212,163

Net Income

-$42,141

Net Assets

$7,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$170,000	100.0%
Interest Revenue	$22	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,100	87.7%
Compensation of Officers*	$23,225	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,874
Total Liabilities	$0
Net Assets	$7,874

Compensation

Key Employees and Officers	Compensation	Other
Carol Rae Lovenbury (Vice President)	$23,225	$0
Tracy S Forrest (President)	$0	$0
Russell Goldberg (Sec / Treas)	$0	$0

990-PF

Filed on March 6, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$157,516

Expenses

$140,219

Net Income

$17,297

Net Assets

$50,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$157,500	100.0%
Interest Revenue	$16	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,148	81.4%
Compensation of Officers*	$23,225	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,015
Total Liabilities	$1
Net Assets	$50,014

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$821

Expenses

$154,946

Net Income

-$154,125

Net Assets

$32,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$821	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,582	83.0%
Compensation of Officers*	$23,225	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,718
Total Liabilities	$1
Net Assets	$32,717

990-PF

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

PDF

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

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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.

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Tracy Forrest Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $251k (2024)

Expenses $313k (2024)

Total Assets $9.79k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$251k (2024)

Expenses

$313k (2024)

Total Assets

$9.79k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008