Nonprofit · EIN 22-3457387
EDWARD AND VERNA GERBIC FAMILY FOUNDATION
Also known as GERBIC PETER E AND IX ROBERT TTEE
Tax-exempt · WEST HARTFORD, CT 06107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $380,287 | $952,668 | -$572,381 | $6,214,744 | $0 | $6,214,744 |
| April 30, 2025 | 990-PF | $474,860 | $522,835 | -$47,975 | $6,732,090 | $0 | $6,732,090 |
| April 30, 2024 | 990-PF | $405,573 | $735,301 | -$329,728 | $6,744,241 | $0 | $6,744,241 |
| April 30, 2022 | 990-PF | $675,099 | $863,367 | -$188,268 | $6,946,939 | $0 | $6,946,939 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $310,198
- Interest
- $6,829
- Net gain from sales of assets
- $63,260
Expenses
- Grants and similar amounts paid
- $707,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $707,500
- Excise tax on investment income
- $1,950
Balance sheet and other
- Total assets, start of year
- $6,732,090
- Total assets, end of year
- $6,214,744
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,214,744
- Fair market value of assets
- $18,289,559
- Qualifying distributions
- $707,500
- Net investment income
- $380,287
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter E Gerbic PO Box 88 Wolfanger Road, Middlesex, NY 14507 | Trustee | 0 | $0 |
| Joseph Caruso 1824 Seventh Street SW Apt 2, Washington, DC 20009 | Trustee | 0 | $0 |
| Celina Gerbic 1824 Seventh Street SW Apt 2, Washington, DC 20009 | 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 April 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter E Gerbic PO Box 88 Wolfanger Road, Middlesex, NY 14507 | Trustee | 0 | $0 |
| Joseph Caruso 1824 Seventh Street SW Apt 2, Washington, DC 20009 | Trustee | 0 | $0 |
| Celina Gerbic 1824 Seventh Street SW Apt 2, Washington, DC 20009 | 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 April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter E Gerbic PO Box 88 Wolfanger Road, Middlesex, NY 14507 | Trustee | 0 | $0 |
| Joseph Caruso 1824 Seventh Street SW Apt 2, Washington, DC 20009 | Trustee | 0 | $0 |
| Celina Gerbic 1824 Seventh Street SW Apt 2, Washington, DC 20009 | 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 April 30, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter E Gerbic PO Box 88 Wolfanger Road, Middlesex, NY 14507 | Trustee | 0 | $0 |
| Joseph Caruso 1824 Seventh Street SW Apt 2, Washington, DC 20009 | Trustee | 0 | $0 |
| Celina Gerbic 1824 Seventh Street SW Apt 2, Washington, DC 20009 | 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
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3457387
- 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
- 1996
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22J)
- Assets (IRS master file)
- $6,214,744
- Income (IRS master file)
- $1,441,107
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $380,287 | $952,668 | $6,214,744 | XML |
| 990-PF | April 2025 | $474,860 | $522,835 | $6,732,090 | XML |
| 990-PF | April 2024 | $405,573 | $735,301 | $6,744,241 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $675,099 | $863,367 | $6,946,939 | XML |
| 990-PF | April 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 22-3457387).
Questions about EDWARD AND VERNA GERBIC FAMILY FOUNDATION
- What is the EIN of EDWARD AND VERNA GERBIC FAMILY FOUNDATION?
- The employer identification number (EIN) of EDWARD AND VERNA GERBIC FAMILY FOUNDATION is 22-3457387.
- Is EDWARD AND VERNA GERBIC FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to EDWARD AND VERNA GERBIC FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD AND VERNA GERBIC FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD AND VERNA GERBIC FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD AND VERNA GERBIC FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of EDWARD AND VERNA GERBIC FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does EDWARD AND VERNA GERBIC FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $380,287, expenses of $952,668 and total assets of $6,214,744 at year end.
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