Nonprofit · EIN 20-8115212
LEO S & EMOGENE BURTON CASE FOUNDATION
Tax-exempt · DESTIN, FL 32541
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $142,327 | $558,617 | -$416,290 | $5,630,576 | $0 | $5,630,576 |
| January 31, 2025 | 990-PF | $1,279,399 | $408,073 | $871,326 | $6,046,866 | $0 | $6,046,866 |
| January 31, 2024 | 990-PF | $74,445 | $337,722 | -$263,277 | $5,171,501 | $0 | $5,171,501 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $122,253
- Interest
- $160
- Net gain from sales of assets
- $19,914
Expenses
- Grants and similar amounts paid
- $484,000
- Excise tax on investment income
- $941
Balance sheet and other
- Total assets, start of year
- $6,046,866
- Total assets, end of year
- $5,630,576
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,630,576
- Fair market value of assets
- $6,330,125
- Net investment income
- $142,327
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB CASE 4073 INDIAN TRAIL, Destin, FL 32541 | TRUSTEE | 2 | $0 |
| PAMELA J CASE 201 BALL DRIVE, San Antonio, TX 78208 | TRUSTEE | 2 | $0 |
990-PF for the year ended January 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB CASE 4073 INDIAN TRAIL, Destin, FL 32541 | TRUSTEE | 2 | $0 |
| SAMUEL CASE PO BOX 5070, CAMP VERDE, TX 78010 | TRUSTEE | 2 | $0 |
| PAMELA J CASE 201 BALL DRIVE, San Antonio, TX 78208 | TRUSTEE | 2 | $0 |
990-PF for the year ended January 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB CASE 4073 INDIAN TRAIL, Destin, FL 32541 | TRUSTEE | 2 | $0 |
| SAMUEL CASE PO BOX 5070, CAMP VERDE, TX 78010 | TRUSTEE | 2 | $0 |
| PAMELA J CASE 201 BALL DRIVE, San Antonio, TX 78208 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4073 INDIAN TRL, DESTIN, FL 32541-4325
- In care of
- % BOB CASE
- Signed the 990-PF
- BOB CASE A, TRUSTEE
- Phone
- (850) 496-7777
- Return prepared by
- DREWERY ACCOUNTING
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8115212
- 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
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,630,576
- Income (IRS master file)
- $2,123,854
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $142,327 | $558,617 | $5,630,576 | IRS |
| 990-PF | January 2025 | $1,279,399 | $408,073 | $6,046,866 | IRS |
| 990-PF | January 2024 | $74,445 | $337,722 | $5,171,501 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 20-8115212).
Questions about LEO S & EMOGENE BURTON CASE FOUNDATION
- What is the EIN of LEO S & EMOGENE BURTON CASE FOUNDATION?
- The employer identification number (EIN) of LEO S & EMOGENE BURTON CASE FOUNDATION is 20-8115212.
- Is LEO S & EMOGENE BURTON CASE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to LEO S & EMOGENE BURTON CASE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEO S & EMOGENE BURTON CASE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEO S & EMOGENE BURTON CASE FOUNDATION due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEO S & EMOGENE BURTON CASE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of LEO S & EMOGENE BURTON CASE FOUNDATION?
- The 990-PF for the year ended January 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does LEO S & EMOGENE BURTON CASE FOUNDATION have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $142,327, expenses of $558,617 and total assets of $5,630,576 at year end.
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