Nonprofit · EIN 30-0633793
BURT FAMILY FOUNDATION INC
Tax-exempt · WATERFORD, CT 06385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $208,576 | $299,141 | -$90,565 | $1,821,679 | $0 | $1,821,679 |
| December 31, 2024 | 990-PF | $149,718 | $235,343 | -$85,625 | $1,912,244 | $0 | $1,912,244 |
| December 31, 2023 | 990-PF | $207,242 | $219,286 | -$12,044 | $1,997,869 | $0 | $1,997,869 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,359
- Interest
- $1,338
- Net gain from sales of assets
- $161,879
Expenses
- Grants and similar amounts paid
- $258,075
- Disbursements for charitable purposes
- $258,075
- Excise tax on investment income
- $649
Balance sheet and other
- Total assets, start of year
- $1,912,244
- Total assets, end of year
- $1,821,679
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,821,679
- Fair market value of assets
- $2,387,881
- Qualifying distributions
- $258,075
- Net investment income
- $46,697
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 |
|---|---|---|---|
| GILLIAN VON NIEDA BEEBE 5 SHORE ROAD, WATERFORD, CT 06385 | PRESIDENT TR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILLIAN VON NIEDA BEEBE 5 SHORE ROAD, WATERFORD, CT 06385 | PRESIDENT TR | 0 | $0 |
| HEATHER RHOADES 75 ISHAM ROAD, WEST HARTFORD, CT 06107 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILLIAN VON NIEDA BEEBE 5 SHORE ROAD, WATERFORD, CT 06385 | PRESIDENT TR | 0 | $0 |
| HEATHER RHOADES 75 ISHAM ROAD, WEST HARTFORD, CT 06107 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5 SHORE RD, WATERFORD, CT 06385-3712
- In care of
- % CYNTHIA BURT BEEBE
- Signed the 990-PF
- GILLIAN VON NIEDA BEEBE, PRESIDENT TREASURER
- Phone
- (860) 439-0289
- Return prepared by
- MAHONEY SABOL & COMPANY LLP
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
- 30-0633793
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,821,679
- Income (IRS master file)
- $1,779,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $208,576 | $299,141 | $1,821,679 | IRS |
| 990-PF | December 2024 | $149,718 | $235,343 | $1,912,244 | XML |
| 990-PF | December 2023 | $207,242 | $219,286 | $1,997,869 | 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 30-0633793).
Questions about BURT FAMILY FOUNDATION INC
- What is the EIN of BURT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BURT FAMILY FOUNDATION INC is 30-0633793.
- Is BURT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BURT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURT FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURT FAMILY FOUNDATION INC 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 BURT FAMILY FOUNDATION INC 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 BURT FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BURT FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $208,576, expenses of $299,141 and total assets of $1,821,679 at year end.
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