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PHELAN-MCDERMID SYNDROME FOUNDATION INC. - Florida Company Profile

Company Details

Entity Name: PHELAN-MCDERMID SYNDROME FOUNDATION INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Oct 2013 (11 years ago)
Document Number: N13000009842
FEI/EIN Number 04-3673104

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 8 SORRENTO DRIVE, OSPREY, FL, 34229, US
Mail Address: 8 SORRENTO DRIVE, OSPREY, FL, 34229, US
ZIP code: 34229
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
HALLADAY ALYCIA Phd Secretary 31 Midvale Avenue, Millington, NJ, 07946
VALCOURT PEARCE CAT Director 10200 Rockville Pike, Rockville, MD, 20852
Blumenthal Rhonda Chief Executive Officer 2630 Bucida Drive, Sarasota, FL, 34232
Jauch Christopher Phd Treasurer 8141 Warren Avenue, Wauwatosa, WI, 53213
Hackstadt Priscilla Fina 4754 Austin Hills Drive, Suwanee, GA, 30024
Johnson Shira Deve 7635 Trillium Blvd., Sarasota, FL, 34241
BLUMENTHAL RONNI Agent 8 SORRENTO DRIVE, OSPREY, FL, 34229

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-21 8 SORRENTO DRIVE, OSPREY, FL 34229 -
CHANGE OF MAILING ADDRESS 2021-01-21 8 SORRENTO DRIVE, OSPREY, FL 34229 -
REGISTERED AGENT NAME CHANGED 2021-01-21 BLUMENTHAL, RONNI -
REGISTERED AGENT ADDRESS CHANGED 2021-01-21 8 SORRENTO DRIVE, OSPREY, FL 34229 -

Documents

Name Date
ANNUAL REPORT 2025-02-19
ANNUAL REPORT 2024-02-28
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-03-16
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-01-28
ANNUAL REPORT 2019-01-10
AMENDED ANNUAL REPORT 2018-03-08
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-04-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
04-3673104 Corporation Unconditional Exemption 8 SORRENTO DR, OSPREY, FL, 34229-9610 2003-04
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 2109869
Income Amount 1306884
Form 990 Revenue Amount 1306884
National Taxonomy of Exempt Entities Medical Research: Specifically Named Diseases Research
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PHELAN MCDERMID SYNDROME FOUNDATION
EIN 04-3673104
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name PHELAN MCDERMID SYNDROME FOUNDATION
EIN 04-3673104
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name PHELAN MCDERMID SYNDROME FOUNDATION
EIN 04-3673104
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name PHELAN-MCDERMID SYNDROME FOUNDATION
EIN 04-3673104
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name PHELAN-MCDERMID SYNDROME FOUNDATION INC
EIN 04-3673104
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name PHELAN-MCDERMID SYNDROME FOUNDATION INC
EIN 04-3673104
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name PHELAN-MCDERMID SYNDROME FOUNDATION INC
EIN 04-3673104
Tax Period 201612
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6678067100 2020-04-14 0455 PPP 8 SORRENTO DR pobox 1153, OSPREY, FL, 34229-9610
Loan Status Date 2021-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 72396
Loan Approval Amount (current) 72200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OSPREY, SARASOTA, FL, 34229-9610
Project Congressional District FL-17
Number of Employees 10
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 72773.59
Forgiveness Paid Date 2021-02-09
4840998605 2021-03-20 0455 PPS 8 Sorrento Dr, Osprey, FL, 34229-9610
Loan Status Date 2021-11-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 72175
Loan Approval Amount (current) 72175
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Osprey, SARASOTA, FL, 34229-9610
Project Congressional District FL-17
Number of Employees 8
NAICS code 813212
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 72567.95
Forgiveness Paid Date 2021-10-06

Date of last update: 01 Apr 2025

Sources: Florida Department of State