Nonprofit · EIN 06-1604304
PELLETIER FAMILY FOUNDATION INC
Tax-exempt · BRANFORD, CT 06405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,380 | $147,028 | -$53,648 | $679,337 | $0 | $679,337 |
| December 31, 2024 | 990-PF | $110,227 | $145,626 | -$35,399 | $732,985 | $0 | $732,985 |
| December 31, 2023 | 990-PF | $108,103 | $96,373 | $11,730 | $768,384 | $0 | $768,384 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,346
- Interest
- $3,008
- Net gain from sales of assets
- $66,026
Expenses
- Grants and similar amounts paid
- $113,500
- Disbursements for charitable purposes
- $113,500
- Excise tax on investment income
- $832
Balance sheet and other
- Total assets, start of year
- $732,985
- Total assets, end of year
- $679,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $679,337
- Fair market value of assets
- $2,212,078
- Qualifying distributions
- $113,500
- Net investment income
- $93,380
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 |
|---|---|---|---|
| Lisa A Fekete 44 Sunset Beach Road, Branford, CT 064055029 | President | 0 | $2,000 |
| Louise M Pelletier 8 Bayview Avenue, York, ME 039091203 | Vice President | 0 | $2,000 |
| Lynn M Spencer 1965 Hunt Road, Windsor, VT 05089 | Secretary | 0 | $2,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa A Fekete 44 Sunset Beach Road, Branford, CT 064055029 | President | 0 | $2,000 |
| Louise M Pelletier 8 Bayview Avenue, York, ME 039091203 | Vice President Secretary | 0 | $2,000 |
| Lynn M Spencer 1965 Hunt Road, Windsor, VT 05089 | Vice President | 0 | $2,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa A Fekete 44 Sunset Beach Road, Branford, CT 064055029 | President | 0 | $2,000 |
| Louise M Pelletier 8 Bayview Avenue, York, ME 039091203 | Vice President Secretary | 0 | $2,000 |
| Lynn M Spencer 1965 Hunt Road, Windsor, VT 05089 | Vice President | 0 | $2,000 |
Address and contacts
- Address (IRS master file)
- 44 SUNSET BEACH RD, BRANFORD, CT 06405-5029
- In care of
- % LISA P FEKETE
- Signed the 990-PF
- LISA P FEKETE, President
- Phone
- (203) 809-2076
- Return prepared by
- Bardaglio Hart & Shuman 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 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
- 06-1604304
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $679,337
- Income (IRS master file)
- $183,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,380 | $147,028 | $679,337 | XML |
| 990-PF | December 2024 | $110,227 | $145,626 | $732,985 | XML |
| 990-PF | December 2023 | $108,103 | $96,373 | $768,384 | 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 06-1604304).
Questions about PELLETIER FAMILY FOUNDATION INC
- What is the EIN of PELLETIER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PELLETIER FAMILY FOUNDATION INC is 06-1604304.
- Is PELLETIER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to PELLETIER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PELLETIER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PELLETIER 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 PELLETIER 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 PELLETIER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $2,000 (Lisa A Fekete, President).
- How much revenue does PELLETIER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,380, expenses of $147,028 and total assets of $679,337 at year end.
Other nonprofits in BRANFORD
- SEEDLINGS FOUNDATION EIN 04-3600502 · last filed 990-PF for 2025
- SASSAFRAS FOUNDATION INC EIN 20-3082522 · last filed 990-PF for 2025
- CAMP RISING SUN CHARITABLEFOUNDATION INC EIN 20-4853548 · last filed 990 for 2024
- BRANFORD COMMUNITY FOUNDATION EIN 06-1032832 · last filed 990 for 2024
- BENEFIT OTHERS FOUNDATION EIN 85-1472667 · last filed 990 for 2025
- THE CHESHIRE HALF MARATHON 5K FOUNDATION INC EIN 46-0622369 · last filed 990-EZ for 2025
- TINTY FOUNDATION INC EIN 27-3136668 · last filed 990-PF for 2024
- SKYDIVE FOR VETERANS INC EIN 82-2239360 · last filed 990 for 2025
All nonprofits in BRANFORD · Connecticut · Philanthropy, voluntarism and grantmaking foundations