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Nonprofit · EIN 25-6699573

BURKE FAM FOUNDATION 040200

Also known as BURKE STEPHEN B ET AL TTEE

Tax-exempt · ENNIS, MT 59729

Financials

$318K$248K2023$186K$497K2024
Revenue Expenses · by fiscal year end
Financials of BURKE FAM FOUNDATION 040200 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$185,685$496,636-$310,951$354,412$0$354,412
December 31, 2023990-PF$318,057$248,364$69,693$665,773$0$665,773
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$173,728
Dividends
$12,811
Net gain from sales of assets
-$854

Expenses

Grants and similar amounts paid
$483,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$488,529
Excise tax on investment income
$2,238

Balance sheet and other

Total assets, start of year
$665,773
Total assets, end of year
$354,412
Total liabilities, end of year
$0
Net assets, end of year
$354,412
Fair market value of assets
$354,412
Qualifying distributions
$488,529
Net investment income
$165,631

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
STEPHEN B BURKE
PO BOX 1667, ENNIS, MT 59729
TRUSTEE2$0
GRETCHEN H BURKE
PO BOX 1667, ENNIS, MT 59729
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
STEPHEN B BURKE
PO BOX 1667, ENNIS, MT 59729
TRUSTEE2$0
GRETCHEN H BURKE
PO BOX 1667, ENNIS, MT 59729
TRUSTEE2$0

Address and contacts

Address (IRS master file)
PO BOX 1667, ENNIS, MT 59729-1667
In care of
% COMCAST CORP
Signed the 990-PF
GRETCHEN BURKE, TRUSTEE
Phone
(212) 664-7000
Return prepared by
FORVIS MAZARS LLP

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
25-6699573
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$354,412
Income (IRS master file)
$350,200

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$185,685$496,636$354,412XML
990-PFDecember 2023$318,057$248,364$665,773XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 25-6699573).

Questions about BURKE FAM FOUNDATION 040200

What is the EIN of BURKE FAM FOUNDATION 040200?
The employer identification number (EIN) of BURKE FAM FOUNDATION 040200 is 25-6699573.
Is BURKE FAM FOUNDATION 040200 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BURKE FAM FOUNDATION 040200 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BURKE FAM FOUNDATION 040200 file?
Form 990-PF. Private foundations file every year.
When is the next return of BURKE FAM FOUNDATION 040200 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 BURKE FAM FOUNDATION 040200 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 BURKE FAM FOUNDATION 040200?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does BURKE FAM FOUNDATION 040200 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $185,685, expenses of $496,636 and total assets of $354,412 at year end.

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