Mullervy Fam Foundatoin
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Organization summary
Type of Nonprofit
Designated as a 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.
Summary charts: organization finances over time
Revenue $48.5k (2024)
Expenses $1.99k (2024)
Total Assets $659k (2024)
Total Liabilities $0 (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
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$48,535
Expenses
$1,985
Net Income
$46,550
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $11,208 |
23.1%
|
| Sales of Assets | $37,327 |
76.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,275 |
64.2%
|
| Compensation of Officers* | $765 |
38.5%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $658,727 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 8, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$23,686
Expenses
$46,991
Net Income
-$23,305
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $9,967 |
42.1%
|
| Sales of Assets | $13,719 |
57.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $46,359 |
98.7%
|
| Compensation of Officers* | $776 |
1.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $612,177 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 10, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$10,533
Expenses
$3,811
Net Income
$6,722
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $7,333 |
69.6%
|
| Sales of Assets | $3,200 |
30.4%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,407 |
36.9%
|
| Compensation of Officers* | $919 |
24.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $635,482 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 5, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$69,679
Expenses
$101,926
Net Income
-$32,247
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $7,767 |
11.1%
|
| Sales of Assets | $61,912 |
88.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $101,309 |
99.4%
|
| Compensation of Officers* | $926 |
0.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $628,760 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on April 29, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$17,434
Expenses
$41,760
Net Income
-$24,326
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $5,919 |
34.0%
|
| Sales of Assets | $11,515 |
66.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $40,439 |
96.8%
|
| Compensation of Officers* | $1,134 |
2.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $661,007 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on April 30, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$45,316
Expenses
$47,601
Net Income
-$2,285
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $10,483 |
23.1%
|
| Sales of Assets | $34,833 |
76.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $46,829 |
98.4%
|
| Compensation of Officers* | $1,158 |
2.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $685,333 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $1,158 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on Nov. 9, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$36,590
Expenses
$29,867
Net Income
$6,723
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $9,508 |
26.0%
|
| Sales of Assets | $25,095 |
68.6%
|
| Other Income | $1,987 |
5.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $29,289 |
98.1%
|
| Compensation of Officers* | $867 |
2.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $687,618 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $865 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on April 19, 2019Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$35,203
Expenses
$20,047
Net Income
$15,156
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $10,658 |
30.3%
|
| Sales of Assets | $24,545 |
69.7%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $15,074 |
75.2%
|
| Compensation of Officers* | $821 |
4.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $680,895 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $821 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on April 25, 2018Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$236,976
Expenses
$21,749
Net Income
$215,227
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $251,307 |
> 100%
|
| Interest Revenue | $0 | |
| Dividends | $4,465 |
1.9%
|
| Sales of Assets | -$18,796 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $21,250 |
97.7%
|
| Compensation of Officers* | $749 |
3.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $665,739 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $749 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 1, 2017Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$156,872
Expenses
$7,058
Net Income
$149,814
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $149,036 |
95.0%
|
| Interest Revenue | $0 | |
| Dividends | $3,218 |
2.1%
|
| Sales of Assets | $4,618 |
2.9%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,931 |
27.4%
|
| Compensation of Officers* | $394 |
5.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $450,512 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $394 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 3, 2016Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$107,732
Expenses
$6,518
Net Income
$101,214
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $101,246 |
94.0%
|
| Interest Revenue | $0 | |
| Dividends | $3,610 |
3.4%
|
| Sales of Assets | $2,876 |
2.7%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $6,186 |
94.9%
|
| Compensation of Officers* | $409 |
6.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $300,698 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $409 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 11, 2015Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$106,630
Expenses
$1,567
Net Income
$105,063
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $103,526 |
97.1%
|
| Interest Revenue | $0 | |
| Dividends | $1,720 |
1.6%
|
| Sales of Assets | $1,384 |
1.3%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,056 |
67.4%
|
| 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 | $199,484 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Bessemer Trust Company Of Florida (Corporate Trustee) | $0 | $0 |
| Terence A Mullervy (Trustee) | $0 | $0 |
| Mary L Mullervy (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 5, 2014Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$104,468
Expenses
$10,042
Net Income
$94,426
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $100,590 |
96.3%
|
| Interest Revenue | $0 | |
| Dividends | $1,226 |
1.2%
|
| Sales of Assets | $2,652 |
2.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $10,000 |
99.6%
|
| 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 | $94,421 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $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 | $1 | |
| Total Liabilities | $0 |
No Document Links
The IRS has provided extracted financial data for this filing, but has not yet released the source documents.
Fiscal Year Ending Dec.
2010
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $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 | $1 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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