Nonprofit · EIN 26-2187760
D & R FAMILY FOUNDATION
Tax-exempt · BURLINGTON, KY 41005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $66,500 | $177,389 | -$110,889 | $293,558 | $0 | $293,558 |
| December 31, 2023 | 990-PF | $111,950 | $20,426 | $91,524 | $404,447 | $0 | $404,447 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50,000
- Net rental income
- $2,201
Expenses
- Grants and similar amounts paid
- $163,036
- Disbursements for charitable purposes
- $163,060
- Excise tax on investment income
- $30
Balance sheet and other
- Total assets, start of year
- $404,447
- Total assets, end of year
- $293,558
- Total liabilities, end of year
- $0
- Net assets, end of year
- $293,558
- Fair market value of assets
- $324,024
- Qualifying distributions
- $163,060
- Net investment income
- $16,500
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald Paul Barth PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.5 | $0 |
| Ruthann Barth PO Box 481, Burlington, KY 41005 | TRUSTEE | 2 | $0 |
| Ted Robert Arlinghaus PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
| Mary Catherine Bakis PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
| Ruth Roseann Brockman PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald Paul Barth PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.5 | $0 |
| Ruthann Barth PO Box 481, Burlington, KY 41005 | TRUSTEE | 2 | $0 |
| Ted Robert Arlinghaus PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
| Mary Catherine Bakis PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
| Ruth Roseann Brockman PO Box 481, Burlington, KY 41005 | TRUSTEE | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 481, BURLINGTON, KY 41005-0481
- Signed the 990-PF
- Donald Barth, Trustee
- Phone
- (513) 242-6069
- Return prepared by
- Krista Kahmann
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 | Not 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
- 26-2187760
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $293,558
- Income (IRS master file)
- $66,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $66,500 | $177,389 | $293,558 | XML |
| 990-PF | December 2023 | $111,950 | $20,426 | $404,447 | 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 26-2187760).
Questions about D & R FAMILY FOUNDATION
- What is the EIN of D & R FAMILY FOUNDATION?
- The employer identification number (EIN) of D & R FAMILY FOUNDATION is 26-2187760.
- Is D & R FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to D & R FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does D & R FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of D & R FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did D & R FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of D & R FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does D & R FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $66,500, expenses of $177,389 and total assets of $293,558 at year end.
Other nonprofits in BURLINGTON
- MARC & ELIZABETH SCHLEMMER LTD EIN 82-3664298 · last filed 990-PF for 2025
- BEAN BASH INC EIN 61-1268919 · last filed 990-EZ for 2023
- BJ TAYLOR CANCER RESOURCE AND COUNSELING CENTER INC EIN 46-4829334 · last filed 990-N for 2025
- THE BOONE CONSERVANCY INC EIN 61-1356202 · last filed 990 for 2025
- CRUSH VOLLEYBALL CLUB CO EIN 46-3414689 · last filed 990-PF for 2025
- DINSMORE HOMESTEAD FOUNDATION INC EIN 61-1111934 · last filed 990 for 2024
- CRUSADER YOUTH LEAGUE INC EIN 92-0895877 · last filed 990 for 2024
- NATIONAL RURAL LETTER CARRIERS ASSOCIATION EIN 23-7234635 · last filed 990-EZ for 2025
All nonprofits in BURLINGTON · Kentucky · Philanthropy, voluntarism and grantmaking foundations