Nonprofit · EIN 03-6090117
ROBERT AND JUDITH STURGIS FAMILY FOUNDATION
Also known as STURGIS ROBERT M ET AL TTEE
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $756,309 | $476,727 | $279,582 | $8,316,733 | $0 | $8,316,733 |
| December 31, 2024 | 990-PF | $1,360,231 | $463,275 | $896,956 | $8,037,151 | $0 | $8,037,151 |
| December 31, 2023 | 990-PF | $772,363 | $367,532 | $404,831 | $7,140,195 | $0 | $7,140,195 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $89,165
- Dividends
- $220,688
- Interest
- $10,206
- Net gain from sales of assets
- $363,671
- Other income
- $72,579
Expenses
- Grants and similar amounts paid
- $392,930
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $429,497
- Excise tax on investment income
- $9,727
Balance sheet and other
- Total assets, start of year
- $8,037,151
- Total assets, end of year
- $8,316,733
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,316,733
- Fair market value of assets
- $9,784,659
- Qualifying distributions
- $429,497
- Net investment income
- $736,022
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 |
|---|---|---|---|
| Tamitha L Gordon 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| James P Lilliendahl 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| Guy R Sturgis 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| Robert Sturgis 4 Erins Way, Simsbury, CT 06070 | Trustee | 4 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tamitha L Gordon 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| James P Lilliendahl 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| Guy R Sturgis 4 Erins Way, Simsbury, CT 06070 | Trustee | 1 | $0 |
| Robert Sturgis 4 Erins Way, Simsbury, CT 06070 | Trustee | 4 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tamitha L Gordon Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| James P Lilliendahl Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| Guy R Sturgis Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 1 | $0 |
| Robert Sturgis Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Trustee | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 4 ERINS WAY, SIMSBURY, CT 06070-3191
- In care of
- % ROBERT AND JUDITH STURGIS FA
- Signed the 990-PF
- James Lilliendahl, Trustee
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
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
- 03-6090117
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,316,733
- Income (IRS master file)
- $2,774,545
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $756,309 | $476,727 | $8,316,733 | XML |
| 990-PF | December 2024 | $1,360,231 | $463,275 | $8,037,151 | XML |
| 990-PF | December 2023 | $772,363 | $367,532 | $7,140,195 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 03-6090117).
Questions about ROBERT AND JUDITH STURGIS FAMILY FOUNDATION
- What is the EIN of ROBERT AND JUDITH STURGIS FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT AND JUDITH STURGIS FAMILY FOUNDATION is 03-6090117.
- Is ROBERT AND JUDITH STURGIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERT AND JUDITH STURGIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND JUDITH STURGIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND JUDITH STURGIS FAMILY 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 ROBERT AND JUDITH STURGIS FAMILY 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 ROBERT AND JUDITH STURGIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND JUDITH STURGIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $756,309, expenses of $476,727 and total assets of $8,316,733 at year end.
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