Nonprofit · EIN 84-0972203
NATHAN B AND FLORENCE R BURT FOUNDATION INC
Tax-exempt · GOLDEN, CO 80402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $388,954 | $278,540 | $110,414 | $3,588,076 | $249,507 | $3,338,569 |
| December 31, 2023 | 990-PF | $171,731 | $234,098 | -$62,367 | $3,519,900 | $90,334 | $3,429,566 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $97,899
- Interest
- $10
- Net rental income
- $57,538
- Other income
- $233,507
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $33,000
- Disbursements for charitable purposes
- $241,479
- Excise tax on investment income
- $1,708
Balance sheet and other
- Total assets, start of year
- $3,519,900
- Total assets, end of year
- $3,588,076
- Total liabilities, end of year
- $249,507
- Net assets, end of year
- $3,338,569
- Fair market value of assets
- $4,260,750
- Qualifying distributions
- $241,479
- Net investment income
- $155,447
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 |
|---|---|---|---|
| ROSMINA GARCIA PO BOX 88, GOLDEN, CO 80402 | EXECUTIVE DIRECTOR | 20 | $33,000 |
| GREGORY W DICKSON PO BOX 88, GOLDEN, CO 80402 | PRESIDENT | 10 | $0 |
| MARGARET FOMER PHD PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| JED ZIEGENHAGEN PO BOX 88, GOLDEN, CO 80402 | TREASURER | 2 | $0 |
| JOHN C BAKER PO BOX 88, GOLDEN, CO 80402 | VICE PRES | 2 | $0 |
| BRUCE JAFEK MD PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| MARC MORGAN PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| DEBBIE DAWSON THOMAS PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| LINDA QUINTANAR PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| LISA RICHARDSON PO BOX 88, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSMINA GARCIA PO BOX 160, GOLDEN, CO 80402 | EXECUTIVE DIRECTOR | 20 | $32,083 |
| GREGORY W DICKSON PO BOX 160, GOLDEN, CO 80402 | PRESIDENT | 10 | $0 |
| MARGARET FOMER PHD PO BOX 160, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
| JED ZIEGENHAGEN PO BOX 160, GOLDEN, CO 80402 | TREASURER | 2 | $0 |
| JOHN C BAKER PO BOX 160, GOLDEN, CO 80402 | VICE PRES | 2 | $0 |
| BRUCE JAFEK MD PO BOX 160, GOLDEN, CO 80402 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 160, GOLDEN, CO 80402-0160
- In care of
- % HARRY L ARKIN
- Signed the 990-PF
- GREGORY W DICKSON, PRESIDENT
- Phone
- (303) 997-6827
- Website
- WWW.BURTFOUNDATION.ORG
- Return prepared by
- The Accounting Department Inc
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
- 84-0972203
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,588,076
- Income (IRS master file)
- $388,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $388,954 | $278,540 | $3,588,076 | IRS |
| 990-PF | December 2023 | $171,731 | $234,098 | $3,519,900 | 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 84-0972203).
Questions about NATHAN B AND FLORENCE R BURT FOUNDATION INC
- What is the EIN of NATHAN B AND FLORENCE R BURT FOUNDATION INC?
- The employer identification number (EIN) of NATHAN B AND FLORENCE R BURT FOUNDATION INC is 84-0972203.
- Is NATHAN B AND FLORENCE R BURT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to NATHAN B AND FLORENCE R BURT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATHAN B AND FLORENCE R BURT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATHAN B AND FLORENCE R BURT FOUNDATION INC 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 NATHAN B AND FLORENCE R BURT FOUNDATION INC 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 NATHAN B AND FLORENCE R BURT FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $33,000 (ROSMINA GARCIA, EXECUTIVE DIRECTOR).
- How much revenue does NATHAN B AND FLORENCE R BURT FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $388,954, expenses of $278,540 and total assets of $3,588,076 at year end.
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