Nonprofit · EIN 27-1149168
SUE BASSETT FOUNDATION INC
Tax-exempt · MELBOURNE, FL 32901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $212,494 | $358,579 | -$146,085 | $4,930,696 | $0 | $4,930,696 |
| August 31, 2024 | 990-PF | $4,878,607 | $45,476 | $4,833,131 | $5,076,781 | $0 | $5,076,781 |
| August 31, 2023 | 990-PF | $16,231 | $26,593 | -$10,362 | $243,650 | $0 | $243,650 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $29,238
- Dividends
- $154,583
- Interest
- $29,071
- Net gain from sales of assets
- -$398
Expenses
- Grants and similar amounts paid
- $247,980
- Compensation of officers, directors and key employees
- $27,500
- Disbursements for charitable purposes
- $283,072
- Excise tax on investment income
- $1,342
Balance sheet and other
- Total assets, start of year
- $5,076,781
- Total assets, end of year
- $4,930,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,930,696
- Fair market value of assets
- $6,517,295
- Qualifying distributions
- $283,072
- Net investment income
- $172,018
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIGGS KILBOURNE 7115 SOUTH TROPICAL TRAIL, MERRITT ISLAND, FL 32952 | VP/SECRETARY | 8 | $7,000 |
| DARCY HOPKINS AFMAN 8717 LAUREL RIDGE DRIVE SE, ALTO, MI 49302 | DIRECTOR | 8 | $7,000 |
| ERIK P SHUMAN ESQ C/O GRAY ROBINSON PA, 1795 WEST NASA BLVD, MELBOURNE, FL 32901 | PRESIDENT/DI | 8 | $4,500 |
| BRIAN FISHER 4075 DOMAIN CT, MELBOURNE, FL 32934 | TREASURER/DI | 8 | $4,500 |
| MEREDITH HOPKINS GREEN 1375 CEPHEUS COURT, MERRITT ISLAND, FL 32953 | DIRECTOR | 8 | $4,500 |
990-PF for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK P SHUMAN ESQ C/O GRAY ROBINSON PA, 1795 WEST NASA BLVD, MELBOURNE, FL 32901 | PRESIDENT/DI | 1 | $0 |
| BRIGGS KILBOURNE 7115 SOUTH TROPICAL TRAIL, MERRITT ISLAND, FL 32952 | VP/SECRETARY | 1 | $0 |
| BRIAN FISHER 4075 DOMAIN CT, MELBOURNE, FL 32934 | TREASURER/DI | 1 | $0 |
| DARCY HOPKINS AFMAN 8717 LAUREL RIDGE DRIVE SE, ALTO, MI 49302 | DIRECTOR | 1 | $0 |
| MEREDITH HOPKINS GREEN 1375 CEPHEUS COURT, MERRITT ISLAND, FL 32953 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK P SHUMAN ESQ C/O GRAY ROBINSON PA, 1795 WEST NASA BLVD, MELBOURNE, FL 32901 | PRESIDENT/DI | 1 | $0 |
| MATTHEW KUCERA 8240 DEVEREAUX DRIVE, MELBOURNE, FL 32940 | TREASURER/DI | 1 | $0 |
| BRIGGS KILBOURNE 7115 SOUTH TROPICAL TRAIL, MERRITT ISLAND, FL 32952 | VP/SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1795 W NASA BLVD, MELBOURNE, FL 32901-2611
- In care of
- % ERIK P SCHUMAN
- Signed the 990-PF
- BRIAN FISHER, TREASURER/DIRECTOR
- Phone
- (321) 727-8100
- Return prepared by
- EDWARD J BECK CPA 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 27-1149168
- 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
- 2011
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,930,696
- Income (IRS master file)
- $248,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $212,494 | $358,579 | $4,930,696 | XML |
| 990-PF | August 2024 | $4,878,607 | $45,476 | $5,076,781 | XML |
| 990-PF | August 2023 | $16,231 | $26,593 | $243,650 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 27-1149168).
Questions about SUE BASSETT FOUNDATION INC
- What is the EIN of SUE BASSETT FOUNDATION INC?
- The employer identification number (EIN) of SUE BASSETT FOUNDATION INC is 27-1149168.
- Is SUE BASSETT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SUE BASSETT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUE BASSETT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUE BASSETT FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUE BASSETT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of SUE BASSETT FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $7,000 (BRIGGS KILBOURNE, VP/SECRETARY).
- How much revenue does SUE BASSETT FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $212,494, expenses of $358,579 and total assets of $4,930,696 at year end.
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