Nonprofit · EIN 06-1457223
HENRY UNGER FAMILY FOUNDATION
Tax-exempt · FAIRFIELD, CT 06824
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $127,809 | $115,245 | $12,564 | $1,858,577 | $0 | $1,858,577 |
| June 30, 2024 | 990-PF | $62,712 | $106,971 | -$44,259 | $1,846,013 | $0 | $1,846,013 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $42,152
- Net gain from sales of assets
- $85,657
Expenses
- Grants and similar amounts paid
- $96,751
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $96,751
- Excise tax on investment income
- $1,522
Balance sheet and other
- Total assets, start of year
- $1,846,013
- Total assets, end of year
- $1,858,577
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,858,577
- Fair market value of assets
- $2,287,184
- Qualifying distributions
- $96,751
- Net investment income
- $127,809
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA UNGER WALES 2029 FAIRFIELD BEACH ROAD, FAIRFIELD, CT 06824 | PRESIDENT/TRUSTEE | 0.25 | $0 |
| JANE UNGER 22 BEAVER BROOK ROAD, WESTON, CT 06883 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| DANE UNGER 90 CANTERBURY LANE, RIDGEFIELD, CT 06877 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| MARK UNGER 82 RUSSEL ROAD, BETHANY, CT 06524 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| TERESA FOSTER 1255 RESERVE ST 150, SILVERTON, OR 97381 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA UNGER WALES 2029 FAIRFIELD BEACH ROAD, FAIRFIELD, CT 06824 | PRESIDENT/TRUSTEE | 0.25 | $0 |
| JAN UNGER 22 BEAVER BROOK ROAD, WESTON, CT 06883 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| DANE UNGER 90 CANTERBURY LANE, RIDGEFIELD, CT 06877 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| MARK UNGER 82 RUSSEL RD, BETHANY, CT 06524 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
| TERESA FOSTER 1255 RESERVE ST 150, SILVERTON, OR 97381 | VICE PRESIDENT/TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 2029 FAIRFIELD BEACH RD, FAIRFIELD, CT 06824-6570
- In care of
- % OBERFEST
- Signed the 990-PF
- BARBARA UNGER WALES, PRESIDENT/TRUSTEE
- Phone
- (203) 255-2001
- Return prepared by
- CAPOSSELA COHEN LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1457223
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T60Z)
- Assets (IRS master file)
- $1,858,577
- Income (IRS master file)
- $621,706
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $127,809 | $115,245 | $1,858,577 | IRS |
| 990-PF | June 2024 | $62,712 | $106,971 | $1,846,013 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 06-1457223).
Questions about HENRY UNGER FAMILY FOUNDATION
- What is the EIN of HENRY UNGER FAMILY FOUNDATION?
- The employer identification number (EIN) of HENRY UNGER FAMILY FOUNDATION is 06-1457223.
- Is HENRY UNGER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HENRY UNGER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY UNGER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY UNGER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY UNGER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HENRY UNGER FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HENRY UNGER FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $127,809, expenses of $115,245 and total assets of $1,858,577 at year end.
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