Nonprofit · EIN 13-3244207
THE OHERRON FAMILY FOUNDATION
Tax-exempt · STAMFORD, CT 06907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $298,987 | $561,300 | -$262,313 | $6,504,306 | $0 | $6,504,306 |
| June 30, 2024 | 990-PF | $319,116 | $460,000 | -$140,884 | $6,343,616 | $0 | $6,343,616 |
| June 30, 2023 | 990-PF | $281,878 | $599,770 | -$317,892 | $6,360,231 | $0 | $6,360,231 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $289,795
- Interest
- $9,192
Expenses
- Grants and similar amounts paid
- $530,050
- Disbursements for charitable purposes
- $530,524
- Excise tax on investment income
- $9,996
Balance sheet and other
- Total assets, start of year
- $6,343,616
- Total assets, end of year
- $6,504,306
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,504,306
- Fair market value of assets
- $9,315,858
- Qualifying distributions
- $530,524
- Net investment income
- $750,362
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 |
|---|---|---|---|
| ANNE O'HERRON BURLEIGH 2 CROOKED MILE RD, DARIEN, CT 06820 | EXEC DIRECTOR/PRES. | 2 | $0 |
| JONATHAN O'HERRON JR 17 YARMOUTH ROAD, NORWALK, CT 06853 | DIRECTOR | 0 | $0 |
| SARAH CASEY 73 SOUNDVIEW LANE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE O'HERRON BURLEIGH 2 CROOKED MILE RD, DARIEN, CT 06820 | EXEC DIRECTOR/PRES. | 2 | $0 |
| JONATHAN O'HERRON JR 17 YARMOUTH ROAD, NORWALK, CT 06853 | DIRECTOR | 0 | $0 |
| SARAH CASEY 73 SOUNDVIEW LANE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE O'HERRON BURLEIGH 2 CROOKED MILE RD, DARIEN, CT 06820 | EXEC DIRECTOR/PRES. | 2 | $0 |
| JONATHAN O'HERRON JR 17 YARMOUTH ROAD, NORWALK, CT 06853 | DIRECTOR | 0 | $0 |
| SARAH CASEY 73 SOUNDVIEW LANE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4816, STAMFORD, CT 06907-0816
- In care of
- % LAZARD
- Signed the 990-PF
- ANNE O'HERRON BURLEIGH, PRESIDENT
- Phone
- (203) 253-0549
- Return prepared by
- THOMAS A MARHEVKA CPA
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
- 13-3244207
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,504,306
- Income (IRS master file)
- $298,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $298,987 | $561,300 | $6,504,306 | XML |
| 990-PF | June 2024 | $319,116 | $460,000 | $6,343,616 | IRS |
| 990-PF | June 2023 | $281,878 | $599,770 | $6,360,231 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 13-3244207).
Questions about THE OHERRON FAMILY FOUNDATION
- What is the EIN of THE OHERRON FAMILY FOUNDATION?
- The employer identification number (EIN) of THE OHERRON FAMILY FOUNDATION is 13-3244207.
- Is THE OHERRON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to THE OHERRON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE OHERRON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE OHERRON 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 THE OHERRON 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 THE OHERRON FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE OHERRON FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $298,987, expenses of $561,300 and total assets of $6,504,306 at year end.
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