L R Moffitt & L W Moffit Foundation Co Trust Uw 06191 00

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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
$63,018
Expenses
$109,131
Net Income
-$46,113
Net Assets
$1,457,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,800
99.7%
Sales of Assets $218
0.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,620
85.8%
Compensation of Officers* $27,679
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,457,056
Total Liabilities $0
Net Assets $1,457,056
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $18,475 $0
Orville L Reed Iii Esq (Co Trustee) $4,602 $0
William Caplan Exq (Co Trustee) $4,602 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,069
Expenses
$105,582
Net Income
$8,487
Net Assets
$1,504,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,501
49.5%
Sales of Assets $57,568
50.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,569
85.8%
Compensation of Officers* $26,892
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,504,059
Total Liabilities $0
Net Assets $1,504,059
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $18,072 $0
Orville L Reed Iii Esq (Co Trustee) $4,410 $0
William Caplan Exq (Co Trustee) $4,410 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,765
Expenses
$105,805
Net Income
$10,960
Net Assets
$1,496,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,338
42.3%
Sales of Assets $67,427
57.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,703
85.7%
Compensation of Officers* $28,415
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,496,238
Total Liabilities $0
Net Assets $1,496,238
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $19,195 $0
Orville L Reed Iii Esq (Co Trustee) $4,610 $0
William Caplan Exq (Co Trustee) $4,610 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,829
Expenses
$100,562
Net Income
$25,267
Net Assets
$1,484,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,492
36.9%
Sales of Assets $79,337
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,124
81.7%
Compensation of Officers* $29,115
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,484,477
Total Liabilities $0
Net Assets $1,484,477
Compensation
Key Employees and Officers Compensation Other
Huntington National Bank (Trustee) $19,563 $0
Orville L Reed Iii Esq (Co Trustee) $4,776 $0
William Caplan Exq (Co Trustee) $4,776 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,277
Expenses
$110,357
Net Income
$74,920
Net Assets
$1,456,706
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,797
23.6%
Sales of Assets $141,480
76.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,315
85.5%
Compensation of Officers* $27,201
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,456,707
Total Liabilities $1
Net Assets $1,456,706
Compensation
Key Employees and Officers Compensation Other
Huntington Bank (Co Trustee) $18,401 $0
Orville L Reed Iii Esq (Co Trustee) $4,400 $0
William Caplan Exq (Co Trustee) $4,400 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,293
Expenses
$100,499
Net Income
$28,794
Net Assets
$1,381,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,432
37.5%
Sales of Assets $78,369
60.6%
Other Income $2,492
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,667
85.2%
Compensation of Officers* $26,517
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,381,976
Total Liabilities $1
Net Assets $1,381,975
Compensation
Key Employees and Officers Compensation Other
Huntington Bank (Co Trustee) $17,839 $0
Orville L Reed Iii Esq (Co Trustee) $4,339 $0
William Caplan Exq (Co Trustee) $4,339 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,418
Expenses
$94,266
Net Income
-$48,848
Net Assets
$1,324,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,122
94.9%
Sales of Assets $1,621
3.6%
Other Income $675
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,502
86.5%
Compensation of Officers* $24,350
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,324,476
Total Liabilities $0
Net Assets $1,324,476

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,201
Expenses
$93,320
Net Income
-$27,119
Net Assets
$1,366,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,603
65.9%
Sales of Assets $19,341
29.2%
Other Income $3,257
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,208
88.1%
Compensation of Officers* $19,321
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,366,040
Total Liabilities $0
Net Assets $1,366,040

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,815
Expenses
$108,114
Net Income
$41,701
Net Assets
$1,398,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,621
29.8%
Sales of Assets $105,194
70.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,233
75.1%
Compensation of Officers* $18,654
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,398,659
Total Liabilities $0
Net Assets $1,398,659

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$450,544
Expenses
$92,768
Net Income
$357,776
Net Assets
$1,356,953
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,284
10.3%
Sales of Assets $404,260
89.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,267
89.8%
Compensation of Officers* $18,139
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,356,953
Total Liabilities $0
Net Assets $1,356,953

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,083
Expenses
$90,444
Net Income
-$57,361
Net Assets
$999,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,162
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,239
89.8%
Compensation of Officers* $17,786
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $999,181
Total Liabilities $0
Net Assets $999,181

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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.
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  • 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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