Nonprofit · EIN 22-3139258
JOHN AND KELLY HARTMAN FOUNDATION
Tax-exempt · WEST HARTFORD, CT 06107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $472,486 | $713,878 | -$241,392 | $8,885,968 | $0 | $8,885,968 |
| March 31, 2025 | 990-PF | $776,779 | $551,370 | $225,409 | $9,127,387 | $0 | $9,127,387 |
| March 31, 2024 | 990-PF | $318,310 | $599,238 | -$280,928 | $8,901,978 | $0 | $8,901,978 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $197,354
- Interest
- $80,187
- Net gain from sales of assets
- $194,945
Expenses
- Grants and similar amounts paid
- $549,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $549,050
- Excise tax on investment income
- $4,507
Balance sheet and other
- Total assets, start of year
- $9,127,387
- Total assets, end of year
- $8,885,968
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,885,968
- Fair market value of assets
- $11,741,566
- Qualifying distributions
- $549,050
- Net investment income
- $472,486
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY BIEHL CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| PAUL L BOURDEAU CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY BIEHL CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| PAUL L BOURDEAU CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY BIEHL CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
| PAUL L BOURDEAU CUMMINGS LOCKWOOD 75 ISHAM RD STE, 400, WEST HARTFORD, CT 06107 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CUMMINGS LOCKWOOD 75 ISHAM RD 40, WEST HARTFORD, CT 06107-0000
- In care of
- % CUMMINGS & LOCKWOOD PLB
- Signed the 990-PF
- PAUL L BOURDEAU, TRUSTEE
- Phone
- (860) 313-4930
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3139258
- 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
- 1991
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,885,968
- Income (IRS master file)
- $472,584
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $472,486 | $713,878 | $8,885,968 | XML |
| 990-PF | March 2025 | $776,779 | $551,370 | $9,127,387 | XML |
| 990-PF | March 2024 | $318,310 | $599,238 | $8,901,978 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 22-3139258).
Questions about JOHN AND KELLY HARTMAN FOUNDATION
- What is the EIN of JOHN AND KELLY HARTMAN FOUNDATION?
- The employer identification number (EIN) of JOHN AND KELLY HARTMAN FOUNDATION is 22-3139258.
- Is JOHN AND KELLY HARTMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JOHN AND KELLY HARTMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND KELLY HARTMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND KELLY HARTMAN FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN AND KELLY HARTMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JOHN AND KELLY HARTMAN FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOHN AND KELLY HARTMAN FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $472,486, expenses of $713,878 and total assets of $8,885,968 at year end.
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