Nonprofit · EIN 20-0464855
BIRK FOUNDATION
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $151,270 | $361,969 | -$210,699 | $496,136 | $0 | $496,136 |
| December 31, 2024 | 990-PF | $45,317 | $46,806 | -$1,489 | $706,835 | $0 | $706,835 |
| December 31, 2023 | 990-PF | $26,605 | $262,974 | -$236,369 | $708,324 | $0 | $708,324 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,672
- Interest
- $2,384
- Net gain from sales of assets
- $139,214
Expenses
- Grants and similar amounts paid
- $350,375
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $350,375
- Excise tax on investment income
- $1,987
Balance sheet and other
- Total assets, start of year
- $706,835
- Total assets, end of year
- $496,136
- Total liabilities, end of year
- $0
- Net assets, end of year
- $496,136
- Fair market value of assets
- $820,042
- Qualifying distributions
- $350,375
- Net investment income
- $151,270
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F JAMES WALKER 36 S WASHINGTON DRIVE, SARASOTA, FL 34236 | TRUSTEE, ADVISOR COMMITTEE | 0 | $0 |
| MERRITT K ALCORN ONE WEST SIXTH STREET, MADISON, IN 47250 | ADVISOR COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F JAMES WALKER 36 S WASHINGTON DRIVE, SARASOTA, FL 34236 | TRUSTEE, ADVISOR COMMITTEE | 0 | $0 |
| MERRITT K ALCORN ONE WEST SIXTH STREET, MADISON, IN 47250 | ADVISOR COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F JAMES WALKER 36 S WASHINGTON DRIVE, SARASOTA, FL 34236 | TRUSTEE, ADVISOR COMMITTEE | 0 | $0 |
| MERRITT K ALCORN ONE WEST SIXTH STREET, MADISON, IN 47250 | ADVISOR COMMITTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 36 S WASHINGTON DR, SARASOTA, FL 34236-1434
- In care of
- % F JAMES WALKER
- Signed the 990-PF
- F JAMES WALKER, TRUSTEE
- Phone
- (502) 905-8888
- Return prepared by
- MONROE SHINE & CO INC CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0464855
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $496,136
- Income (IRS master file)
- $544,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $151,270 | $361,969 | $496,136 | IRS |
| 990-PF | December 2024 | $45,317 | $46,806 | $706,835 | IRS |
| 990-PF | December 2023 | $26,605 | $262,974 | $708,324 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0464855).
Questions about BIRK FOUNDATION
- What is the EIN of BIRK FOUNDATION?
- The employer identification number (EIN) of BIRK FOUNDATION is 20-0464855.
- Is BIRK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BIRK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BIRK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BIRK FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BIRK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BIRK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,270, expenses of $361,969 and total assets of $496,136 at year end.
Other nonprofits in SARASOTA
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC EIN 59-1956886 · last filed 990 for 2025
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations