Nonprofit · EIN 26-1243178
OSSEN FAM FOUNDATION
Tax-exempt · WEST HARTFORD, CT 06137
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,123,344 | $1,308,051 | -$184,707 | $17,759,318 | $0 | $17,759,318 |
| December 31, 2024 | 990-PF | $2,352,393 | $1,083,989 | $1,268,404 | $17,952,624 | $8,599 | $17,944,025 |
| December 31, 2023 | 990-PF | $905,728 | $902,871 | $2,857 | $16,705,916 | $6,563 | $16,699,353 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $482,177
- Net gain from sales of assets
- $641,167
Expenses
- Grants and similar amounts paid
- $828,847
- Compensation of officers, directors and key employees
- $194,710
- Disbursements for charitable purposes
- $1,133,589
- Excise tax on investment income
- $13,841
Balance sheet and other
- Total assets, start of year
- $17,952,624
- Total assets, end of year
- $17,759,318
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,759,318
- Fair market value of assets
- $22,092,165
- Qualifying distributions
- $1,133,589
- Net investment income
- $1,123,344
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACQUELINE O BERKOWITZ 106 BAINTON ROAD, WEST HARTFORD, CT 06117 | EXECUTIVE DIRECTOR/TRUSTEE | 40 | $160,000 | $33,195 |
| CAROLYN R LINKOV 52 HANOVER FIELD ROAD, GLASTONBURY, CT 06033 | TRUSTEE | 1 | $24,710 | $0 |
| ELIZABETH S OSSEN 66 HARDY HILL ROAD, LEBANON, NH 03766 | TRUSTEE | 1 | $10,000 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACQUELINE BERKOWITZ PO BOX 370085 WEST, HARTFORD, CT 06137 | TREASURER & EXECUTIVE DIRECTOR | 40 | $139,014 | $34,000 |
| CAROLYN LINKOV PO BOX 370085 WEST, HARTFORD, CT 06137 | PRESIDENT | 4 | $29,200 | $0 |
| ELIZABETH OSSEN PO BOX 370085 WEST, HARTFORD, CT 06137 | SECRETARY | 1 | $12,500 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACQUELINE BERKOWITZ PO BOX 370085 WEST, HARTFORD, CT 06137 | TREASURER & EXECUTIVE DIRECTOR | 36 | $93,952 | $20,532 |
| CAROLYN LINKOV PO BOX 370085 WEST, HARTFORD, CT 06137 | PRESIDENT | 1 | $0 | $0 |
| ELIZABETH OSSEN PO BOX 370085 WEST, HARTFORD, CT 06137 | SECRETARY | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 370085, WEST HARTFORD, CT 06137-0085
- In care of
- % JACQUELINE O BERKOWITZ ET AL TTEE
- Signed the 990-PF
- JACQUELINE BERKOWITZ, EXECUTIVE DIRECTOR
- Phone
- (860) 978-4206
- Return prepared by
- EIDE BAILLY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 26-1243178
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,759,318
- Income (IRS master file)
- $9,187,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,123,344 | $1,308,051 | $17,759,318 | IRS |
| 990-PF | December 2024 | $2,352,393 | $1,083,989 | $17,952,624 | IRS |
| 990-PF | December 2023 | $905,728 | $902,871 | $16,705,916 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 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 26-1243178).
Questions about OSSEN FAM FOUNDATION
- What is the EIN of OSSEN FAM FOUNDATION?
- The employer identification number (EIN) of OSSEN FAM FOUNDATION is 26-1243178.
- Is OSSEN FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to OSSEN FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSSEN FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSSEN FAM FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSSEN FAM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OSSEN FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $160,000 (JACQUELINE O BERKOWITZ, EXECUTIVE DIRECTOR/TRUSTEE).
- How much revenue does OSSEN FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,123,344, expenses of $1,308,051 and total assets of $17,759,318 at year end.
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