Peggy Jean Caruso Foundation

Albany, GA
Tax-exempt since Sept. 2010
EIN: 27-3214487

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$137k (2024)

Expenses

$113k (2024)

Total Assets

$1.97M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$136,983

Expenses

$113,250

Net Income

$23,733

Net Assets

$1,974,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,086	2.3%
Dividends	$77,214	56.4%
Sales of Assets	$56,683	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	79.5%
Compensation of Officers*	$18,495	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,974,211
Total Liabilities	$0
Net Assets	$1,974,211

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,495	$0

990-PF

Filed on May 14, 2025

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.
2023

Revenue

$98,058

Expenses

$115,477

Net Income

-$17,419

Net Assets

$1,739,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,616	6.7%
Dividends	$65,427	66.7%
Sales of Assets	$26,015	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,700	80.3%
Compensation of Officers*	$18,571	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,739,585
Total Liabilities	$0
Net Assets	$1,739,585

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,571	$0

990-PF

Filed on April 25, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$70,135

Expenses

$112,694

Net Income

-$42,559

Net Assets

$1,759,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,211	13.1%
Dividends	$54,707	78.0%
Sales of Assets	$6,217	8.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,900	80.7%
Compensation of Officers*	$19,012	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,759,759
Total Liabilities	$0
Net Assets	$1,759,759

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$19,012	$0

990-PF

Filed on May 12, 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

$406,199

Expenses

$113,488

Net Income

$292,711

Net Assets

$1,804,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,105	2.2%
Dividends	$42,258	10.4%
Sales of Assets	$354,836	87.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,025	81.1%
Compensation of Officers*	$18,864	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	$1,804,915
Total Liabilities	$0
Net Assets	$1,804,915

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,864	$0

990-PF

Filed on April 18, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$45,417

Expenses

$105,453

Net Income

-$60,036

Net Assets

$1,512,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,574	23.3%
Dividends	$33,165	73.0%
Sales of Assets	$1,678	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,600	80.2%
Compensation of Officers*	$18,398	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,512,994
Total Liabilities	$1
Net Assets	$1,512,993

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,398	$0

990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$148,528

Expenses

$114,073

Net Income

$34,455

Net Assets

$1,574,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,393	19.1%
Dividends	$17,286	11.6%
Sales of Assets	$102,849	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,700	81.3%
Compensation of Officers*	$18,923	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	$1,574,548
Total Liabilities	$1
Net Assets	$1,574,547

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,923	$0

990-PF

Filed on July 15, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$58,948

Expenses

$113,090

Net Income

-$54,142

Net Assets

$1,545,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,116	47.7%
Dividends	$18,483	31.4%
Sales of Assets	$12,349	20.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,908	81.3%
Compensation of Officers*	$18,802	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	$1,545,500
Total Liabilities	$0
Net Assets	$1,545,500

Compensation

Key Employees and Officers	Compensation	Other
Ab&T Trust & Investments (Trustee)	$18,802	$0

990-PF

Filed on May 8, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$108,592

Expenses

$113,724

Net Income

-$5,132

Net Assets

$1,594,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,902	28.5%
Dividends	$18,083	16.7%
Sales of Assets	$59,607	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,325	81.2%
Compensation of Officers*	$18,962	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,594,611
Total Liabilities	$0
Net Assets	$1,594,611

Compensation

Key Employees and Officers	Compensation	Other
Thomasville National Bank (Trustee)	$18,962	$0

990-PF

Filed on May 30, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$44,593

Expenses

$114,449

Net Income

-$69,856

Net Assets

$1,600,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,032	65.1%
Dividends	$17,668	39.6%
Sales of Assets	-$2,107
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,231	81.5%
Compensation of Officers*	$18,968	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	$1,600,602
Total Liabilities	$0
Net Assets	$1,600,602

Compensation

Key Employees and Officers	Compensation	Other
Thomasville National Bank (Trustee)	$18,968	$0

990-PF

Filed on June 30, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$86,377

Expenses

$128,906

Net Income

-$42,529

Net Assets

$1,669,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,431	42.2%
Dividends	$14,701	17.0%
Sales of Assets	$14,758	17.1%
Other Income	$20,487	23.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,163	76.2%
Compensation of Officers*	$19,267	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,669,268
Total Liabilities	$0
Net Assets	$1,669,268

Compensation

Key Employees and Officers	Compensation	Other
Thomasville National Bank (Trustee)	$19,267	$0

990-PF

Filed on June 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

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.
2013

Revenue

$51,693

Expenses

$125,412

Net Income

-$73,719

Net Assets

$1,796,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45,538	88.1%
Dividends	$11,955	23.1%
Sales of Assets	-$5,800
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,376	80.8%
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	$1,796,252
Total Liabilities	$0
Net Assets	$1,796,252

Compensation

Key Employees and Officers	Compensation	Other
Albany Bank & Trust (Trustee)	$0	$0

990-PF

Filed on July 31, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$64,628

Expenses

$126,897

Net Income

-$62,269

Net Assets

$1,869,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,500	73.5%
Dividends	$11,810	18.3%
Sales of Assets	$5,318	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,900	80.3%
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	$1,869,971
Total Liabilities	$0
Net Assets	$1,869,971

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,624

Expenses

$52,782

Net Income

$4,842

Net Assets

$1,932,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,500	82.4%
Dividends	$10,124	17.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,314	55.5%
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	$1,932,240
Total Liabilities	$0
Net Assets	$1,932,240

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

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.

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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.

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Peggy Jean Caruso Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $137k (2024)

Expenses $113k (2024)

Total Assets $1.97M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$137k (2024)

Expenses

$113k (2024)

Total Assets

$1.97M (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