Nonprofit · EIN 06-6379689
WALTON E & MARY T BURDICK FAMILY FOUNDATION
Also known as BURDICK WALTON & MARY TTEE
Tax-exempt · STAMFORD, CT 06904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,328 | $126,310 | -$112,982 | $1,299,350 | $0 | $1,299,350 |
| December 31, 2024 | 990-PF | $294,692 | $115,130 | $179,562 | $1,413,289 | $0 | $1,413,289 |
| December 31, 2023 | 990-PF | $78,463 | $109,734 | -$31,271 | $1,232,770 | $0 | $1,232,770 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,661
- Net gain from sales of assets
- -$10,333
Expenses
- Grants and similar amounts paid
- $92,700
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $94,200
Balance sheet and other
- Total assets, start of year
- $1,413,289
- Total assets, end of year
- $1,299,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,299,350
- Fair market value of assets
- $2,086,409
- Qualifying distributions
- $94,200
- Net investment income
- $23,661
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 |
|---|---|---|---|
| Jeffrey J Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 1 | $3,000 |
| Mary T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Rebecca T Wilburne c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Kelly B Fischetti c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Christopher T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Thomas W Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey J Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 1 | $3,000 |
| Mary T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Rebecca T Wilburne c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Kelly B Fischetti c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Christopher T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Thomas W Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey J Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 1 | $3,000 |
| Mary T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Rebecca T Wilburne c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Kelly B Fischetti c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Christopher T Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
| Thomas W Burdick c/o Cummings Lockwood JRM PO Box, 120, Stamford, CT 069040120 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12, STAMFORD, CT 06904-0012
- In care of
- % CUMMINGS & LOCKWOOD LLC
- Signed the 990-PF
- Jeffrey Burdick, Trustee
- Phone
- (203) 351-4195
- Return prepared by
- Cummings & Lockwood 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
- 06-6379689
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,299,350
- Income (IRS master file)
- $298,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,328 | $126,310 | $1,299,350 | IRS |
| 990-PF | December 2024 | $294,692 | $115,130 | $1,413,289 | IRS |
| 990-PF | December 2023 | $78,463 | $109,734 | $1,232,770 | 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 06-6379689).
Questions about WALTON E & MARY T BURDICK FAMILY FOUNDATION
- What is the EIN of WALTON E & MARY T BURDICK FAMILY FOUNDATION?
- The employer identification number (EIN) of WALTON E & MARY T BURDICK FAMILY FOUNDATION is 06-6379689.
- Is WALTON E & MARY T BURDICK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to WALTON E & MARY T BURDICK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTON E & MARY T BURDICK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTON E & MARY T BURDICK 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 WALTON E & MARY T BURDICK 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 WALTON E & MARY T BURDICK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $3,000 (Jeffrey J Burdick, Trustee).
- How much revenue does WALTON E & MARY T BURDICK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,328, expenses of $126,310 and total assets of $1,299,350 at year end.
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