The Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust

Tallahassee, FL
Tax-exempt since July 1993
EIN: 58-6271249

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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

$4.63M (2024)

Expenses

$3.91M (2024)

Total Assets

$45.1M (2024)

Total Liabilities

$49.9k (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

$4,632,475

Expenses

$3,905,930

Net Income

$726,545

Net Assets

$45,083,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,741,063	37.6%
Sales of Assets	$2,891,412	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,465,711	88.7%
Compensation of Officers*	$1,135,729	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,133,280
Total Liabilities	$49,939
Net Assets	$45,083,341

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$378,536	$0
Carole Floyd (Trustee)	$340,737	$0
Mary Lou Clark (Trustee)	$227,158	$0
Todd Clark (Trustee)	$151,438	$0
George Floyd (Trustee)	$37,860	$0
James Floyd (Trustee)	$0	$0

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990-PF

Filed on May 14, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$2,694,964

Expenses

$3,806,456

Net Income

-$1,111,492

Net Assets

$44,356,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,750,610	65.0%
Sales of Assets	$944,354	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,449,476	90.6%
Compensation of Officers*	$1,012,188	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,359,853
Total Liabilities	$3,057
Net Assets	$44,356,796

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$337,396	$0
Carole Floyd (Trustee)	$303,656	$0
Mary Lou Clark (Trustee)	$202,438	$0
Todd Clark (Trustee)	$134,958	$0
George Floyd (Trustee)	$33,740	$0

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990-PF

Filed on May 13, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$2,025,222

Expenses

$4,060,185

Net Income

-$2,034,963

Net Assets

$45,468,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,224,160	60.4%
Sales of Assets	$801,062	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,723,260	91.7%
Compensation of Officers*	$1,072,110	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	$45,468,288
Total Liabilities	$0
Net Assets	$45,468,288

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$357,370	$0
Carole Floyd (Trustee)	$321,633	$0
Mary Lou Clark (Trustee)	$157,005	$0
Todd Clark (Trustee)	$123,809	$0
Roger Clark (Trustee)	$76,556	$0
George Floyd (Trustee)	$35,737	$0

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990-PF

Filed on May 5, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$3,655,435

Expenses

$4,255,806

Net Income

-$600,371

Net Assets

$47,503,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,211,607	33.1%
Sales of Assets	$2,443,828	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,840,248	90.2%
Compensation of Officers*	$1,090,608	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,520,776
Total Liabilities	$17,525
Net Assets	$47,503,251

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$363,636	$0
Carole Floyd (Trustee)	$327,272	$0
Roger Clark (Trustee)	$171,087	$0
Mary Lou Clark (Trustee)	$108,791	$0
Todd Clark (Trustee)	$83,458	$0
George Floyd (Trustee)	$36,364	$0
James Floyd (Trustee)	$0	$0

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990-PF

Filed on May 6, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$2,005,198

Expenses

$4,102,635

Net Income

-$2,097,437

Net Assets

$48,103,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,164,720	58.1%
Sales of Assets	$840,478	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,778,501	92.1%
Compensation of Officers*	$963,510	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,114,306
Total Liabilities	$10,684
Net Assets	$48,103,622

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$321,170	$0
Carole Floyd (Trustee)	$224,880	$0
Roger Clark (Trustee)	$224,819	$0
Mary Lou Clark (Trustee)	$96,351	$0
George Floyd (Trustee)	$96,290	$0

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990-PF

Filed on July 21, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$2,844,686

Expenses

$3,717,266

Net Income

-$872,580

Net Assets

$50,201,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,028,875	36.2%
Interest Revenue	$0
Dividends	$1,372,716	48.3%
Sales of Assets	$443,095	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,324,662	89.4%
Compensation of Officers*	$936,411	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,205,415
Total Liabilities	$4,356
Net Assets	$50,201,059

Compensation

Key Employees and Officers	Compensation	Other
Capital City Trust Company (Trustee)	$312,137	$0
Roger Clark (Trustee)	$241,429	$0
George Floyd (Trustee)	$232,666	$0
Carole Floyd (Trustee)	$79,471	$0
Mary Lou Clark (Trustee)	$70,708	$0

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990-PF

Filed on Aug. 4, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$2,270,859

Expenses

$3,713,751

Net Income

-$1,442,892

Net Assets

$51,073,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,282,632	56.5%
Sales of Assets	$988,227	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,320,953	89.4%
Compensation of Officers*	$963,543	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$51,077,749
Total Liabilities	$4,110
Net Assets	$51,073,639

Compensation

Key Employees and Officers	Compensation	Other
George Floyd (Trustee)	$321,181	$0
Roger Clark (Trustee)	$321,181	$0
Capital City Trust Company (Trustee)	$321,181	$0

990-PF

Filed on June 5, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$9,601,598

Expenses

$4,066,605

Net Income

$5,534,993

Net Assets

$52,516,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,016,754	83.5%
Interest Revenue	$0
Dividends	$1,240,005	12.9%
Sales of Assets	$344,839	3.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,769,883	92.7%
Compensation of Officers*	$867,672	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$52,516,531
Total Liabilities	$0
Net Assets	$52,516,531

Compensation

Key Employees and Officers	Compensation	Other
George Floyd (Trustee)	$289,224	$0
Roger Clark (Trustee)	$289,224	$0
Capital City Trust Company (Trustee)	$289,224	$0

990-PF

Filed on Aug. 27, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$16,918,955

Expenses

$4,008,557

Net Income

$12,910,398

Net Assets

$47,154,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,479,724	85.6%
Interest Revenue	$312,712	1.8%
Dividends	$674,306	4.0%
Sales of Assets	$1,285,638	7.6%
Other Income	$166,575	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,000,162	99.8%
Compensation of Officers*	$711,174	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,154,013
Total Liabilities	$0
Net Assets	$47,154,013

Compensation

Key Employees and Officers	Compensation	Other
George Floyd (Co Trustee)	$237,058	$0
Roger Clark (Co Trustee)	$237,058	$0
Capital City Trust Company (Co Trustee)	$237,058	$0

990-PF

Filed on May 8, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$34,340,622

Expenses

$164,651

Net Income

$34,175,971

Net Assets

$34,243,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,633,406	> 100%
Interest Revenue	$2,382	0.0%
Dividends	$297,326	0.9%
Sales of Assets	-$590,410
Other Income	-$2,082

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$928,184	> 100%
Compensation of Officers*	$162,456	98.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,243,615
Total Liabilities	$0
Net Assets	$34,243,615

Compensation

Key Employees and Officers	Compensation	Other
George Floyd (Co Trustee)	$54,152	$0
Roger Clark (Co Trustee)	$54,152	$0
Capital City Trust Company (Co Trustee)	$54,152	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

Expenses

$1,280

Net Income

-$1,273

Net Assets

$67,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,280	100%
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	$67,644
Total Liabilities	$0
Net Assets	$67,644

Compensation

Key Employees and Officers	Compensation	Other
George Floyd (Trustee)	$0	$0

990-PF

Filed on May 4, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

Expenses

$2,380

Net Income

-$2,373

Net Assets

$68,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,380	100%
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	$68,917
Total Liabilities	$0
Net Assets	$68,917

Compensation

Key Employees and Officers	Compensation	Other
Lisbeth A Fogg (Trustee)	$0	$0

990-PF

Filed on April 10, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$17,325

Expenses

$1,000

Net Income

$16,325

Net Assets

$71,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,313	99.9%
Interest Revenue	$12	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000	100%
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	$71,290
Total Liabilities	$1
Net Assets	$71,289

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,849

Expenses

$13,451

Net Income

$7,398

Net Assets

$54,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,849	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,451	100%
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	$54,965
Total Liabilities	$1
Net Assets	$54,964

990-PF

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

PDF

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

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Updated January 26, 2026

The Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.63M (2024)

Expenses $3.91M (2024)

Total Assets $45.1M (2024)

Total Liabilities $49.9k (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

$4.63M (2024)

Expenses

$3.91M (2024)

Total Assets

$45.1M (2024)

Total Liabilities

$49.9k (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

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001