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Nonprofit · EIN 03-6111428

KAUFMAN FAM FOUNDATION

Tax-exempt · NEWPORT, VT 05855

Financials

$1.7M$944K2023$1M$1M2024$976K$1.1M2025
Revenue Expenses · by fiscal year end
Financials of KAUFMAN FAM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$975,866$1,084,989-$109,123$15,182,215$0$15,182,215
December 31, 2024990-PF$1,021,520$1,020,443$1,077$15,297,172$0$15,297,172
December 31, 2023990-PF$1,684,166$943,571$740,595$15,296,099$0$15,296,099
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$442,441
Net gain from sales of assets
$533,425

Expenses

Grants and similar amounts paid
$990,168
Compensation of officers, directors and key employees
$83,968
Disbursements for charitable purposes
$1,024,115
Excise tax on investment income
$12,772

Balance sheet and other

Total assets, start of year
$15,297,172
Total assets, end of year
$15,182,215
Total liabilities, end of year
$0
Net assets, end of year
$15,182,215
Fair market value of assets
$21,587,465
Qualifying distributions
$1,024,115
Net investment income
$975,866

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.

NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUP
PO BOX 120, NEWPORT, VT 05855
TRUSTEE1$83,968
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUP
PO BOX 120, NEWPORT, VT 05855
TRUSTEE1$69,645
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUP
PO BOX 120, NEWPORT, VT 05855
TRUSTEE1$61,832

Address and contacts

Address (IRS master file)
PO BOX 120, NEWPORT, VT 05855-0120
In care of
% COMMUNITY FINANCIAL SERVICES TTEE
Signed the 990-PF
MICHELLE CHAREST, VICE PRESIDENT
Phone
(802) 334-1677
Return prepared by
DELOITTE TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
03-6111428
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,182,215
Income (IRS master file)
$4,732,751

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$975,866$1,084,989$15,182,215IRS
990-PFDecember 2024$1,021,520$1,020,443$15,297,172XML
990-PFDecember 2023$1,684,166$943,571$15,296,099XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 03-6111428).

Questions about KAUFMAN FAM FOUNDATION

What is the EIN of KAUFMAN FAM FOUNDATION?
The employer identification number (EIN) of KAUFMAN FAM FOUNDATION is 03-6111428.
Is KAUFMAN FAM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KAUFMAN FAM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAUFMAN FAM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KAUFMAN FAM 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 KAUFMAN FAM 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 KAUFMAN FAM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $83,968 (COMMUNITY FINANCIAL SERVICES GROUP, TRUSTEE).
How much revenue does KAUFMAN FAM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $975,866, expenses of $1,084,989 and total assets of $15,182,215 at year end.

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