Nonprofit · EIN 20-4000349
PUTNAM FAMILY FOUNDATION
Tax-exempt · KETCHUM, ID 83340
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $400,501 | $519,235 | -$118,734 | $4,780,576 | $0 | $4,780,576 |
| December 31, 2023 | 990-PF | $888,036 | $322,804 | $565,232 | $5,045,833 | $0 | $5,045,833 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $26,097
- Dividends
- $117,091
- Interest
- $12,727
- Net gain from sales of assets
- $208,293
- Other income
- $36,293
Expenses
- Grants and similar amounts paid
- $337,000
- Compensation of officers, directors and key employees
- $48,000
- Disbursements for charitable purposes
- $337,000
- Excise tax on investment income
- $2,836
Balance sheet and other
- Total assets, start of year
- $5,045,833
- Total assets, end of year
- $4,780,576
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,780,576
- Fair market value of assets
- $8,026,927
- Qualifying distributions
- $337,000
- Net investment income
- $374,400
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 5 | $24,000 |
| Alexa B Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 5 | $24,000 |
| Gerald D Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 0.25 | $0 |
| Gerald D Putnam 1144 Galleon Drive, Naples, FL 341027708 | President | 0.75 | $0 |
| Sharron A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 0.25 | $0 |
| Sharron A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Vice President | 0.75 | $0 |
| Alexa B Putnam 1144 Galleon Drive, Naples, FL 341027708 | Secretary | 1 | $0 |
| Rachel A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 5 | $7,000 |
| Alexa B Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 5 | $7,000 |
| Gerald D Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 0.25 | $0 |
| Gerald D Putnam 1144 Galleon Drive, Naples, FL 341027708 | President | 0.75 | $0 |
| Sharron A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Director | 0.25 | $0 |
| Sharron A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Vice President | 0.75 | $0 |
| Alexa B Putnam 1144 Galleon Drive, Naples, FL 341027708 | Secretary | 1 | $0 |
| Rachel A Putnam 1144 Galleon Drive, Naples, FL 341027708 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 E AVE BOX 14001 PMB 441, KETCHUM, ID 83340-0000
- In care of
- % GERALD D PUTNAM
- Signed the 990-PF
- Gerald D Putnam, President
- Phone
- (239) 441-3333
- Return prepared by
- DUGGAN BERTSCH 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 | Not 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
- 20-4000349
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,780,576
- Income (IRS master file)
- $1,332,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $400,501 | $519,235 | $4,780,576 | XML |
| 990-PF | December 2023 | $888,036 | $322,804 | $5,045,833 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-4000349).
Questions about PUTNAM FAMILY FOUNDATION
- What is the EIN of PUTNAM FAMILY FOUNDATION?
- The employer identification number (EIN) of PUTNAM FAMILY FOUNDATION is 20-4000349.
- Is PUTNAM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PUTNAM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PUTNAM FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PUTNAM 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 PUTNAM 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 PUTNAM FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $24,000 (Rachel A Putnam, Director).
- How much revenue does PUTNAM FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $400,501, expenses of $519,235 and total assets of $4,780,576 at year end.
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