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Nonprofit · EIN 20-3864006

BERTUZZI FAMILY FOUNDATION

Tax-exempt · WILMINGTON, DE 19809

Financials

$258K$353K2023$286K$350K2024
Revenue Expenses · by fiscal year end
Financials of BERTUZZI FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$286,204$350,439-$64,235$2,758,137$0$2,758,137
December 31, 2023990-PF$258,303$353,341-$95,038$2,822,372$0$2,822,372
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$480
Interest
$4,997
Net gain from sales of assets
$2,067
Other income
$278,660

Expenses

Grants and similar amounts paid
$325,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$344,363
Excise tax on investment income
$3,918

Balance sheet and other

Total assets, start of year
$2,822,372
Total assets, end of year
$2,758,137
Total liabilities, end of year
$0
Net assets, end of year
$2,758,137
Fair market value of assets
$3,619,255
Qualifying distributions
$344,363
Net investment income
$286,909

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Gail Bertuzzi
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
James Bertuzzi
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
VP1$0
John D Bertuzzi
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Pres, Dir, Sec1$0
John A Bertuzzi
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
VP1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Gail Bertuzzi
Foundation Source 501 Silverside RD, Wilmington, DE 198091377
Dir, VP1$0
James Bertuzzi
Foundation Source 501 Silverside RD, Wilmington, DE 198091377
VP1$0
John D Bertuzzi
Foundation Source 501 Silverside RD, Wilmington, DE 198091377
Pres, Dir, Sec1$0
John A Bertuzzi
Foundation Source 501 Silverside RD, Wilmington, DE 198091377
VP1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
JOHN D BERTUZZI, PRESIDENT
Phone
(800) 839-1754
Return prepared by
Foundation Source

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3864006
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,758,137
Income (IRS master file)
$284,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$286,204$350,439$2,758,137XML
990-PFDecember 2023$258,303$353,341$2,822,372XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 20-3864006).

Questions about BERTUZZI FAMILY FOUNDATION

What is the EIN of BERTUZZI FAMILY FOUNDATION?
The employer identification number (EIN) of BERTUZZI FAMILY FOUNDATION is 20-3864006.
Is BERTUZZI FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to BERTUZZI FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERTUZZI FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERTUZZI FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERTUZZI FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BERTUZZI FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BERTUZZI FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $286,204, expenses of $350,439 and total assets of $2,758,137 at year end.

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