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Nonprofit · EIN 31-1367299

BURGETT FAMILY-KOKOSING FOUNDATION

Tax-exempt · FREDERICKTOWN, OH 43019

Financials

$120K$202K2023$233K$198K2024$300K$194K2025
Revenue Expenses · by fiscal year end
Financials of BURGETT FAMILY-KOKOSING FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$300,387$194,080$106,307$3,793,379$0$3,793,379
December 31, 2024990-PF$233,193$197,552$35,641$3,526,963$0$3,526,963
December 31, 2023990-PF$120,374$201,570-$81,196$3,347,116$0$3,347,116
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$93,193
Interest
$751
Net gain from sales of assets
$206,443

Expenses

Grants and similar amounts paid
$179,500
Disbursements for charitable purposes
$179,500
Excise tax on investment income
$1,376

Balance sheet and other

Total assets, start of year
$3,526,963
Total assets, end of year
$3,793,379
Total liabilities, end of year
$0
Net assets, end of year
$3,793,379
Fair market value of assets
$3,793,379
Qualifying distributions
$179,500
Net investment income
$111,545

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.

NameTitleHours / weekCompensation
SHIRLEY BURGETT
2922 LOST RUN ROAD, FREDERICKTOWN, OH 43019
PRESIDENT0$0
WILLIAM BRIAN BURGETT
PO BOX 225, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
WILLIAM BARTH BURGETT
3105 LOST RUN ROAD, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
MARSHA RINEHART
3855 TOWNSHIP ROAD 178, FREDERICKTOWN, OH 43019
SECRETARY0$0
JANENNE BURGETT
2697 LOST RUN ROAD, FREDERICKTOWN, OH 43019
ASST. SEC.0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
SHIRLEY BURGETT
2922 LOST RUN ROAD, FREDERICKTOWN, OH 43019
PRESIDENT0$0
WILLIAM BRIAN BURGETT
PO BOX 225, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
WILLIAM BARTH BURGETT
3105 LOST RUN ROAD, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
MARSHA RINEHART
3855 TOWNSHIP ROAD 178, FREDERICKTOWN, OH 43019
SECRETARY0$0
JANENNE BURGETT
2697 LOST RUN ROAD, FREDERICKTOWN, OH 43019
ASST. SEC.0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHIRLEY BURGETT
2922 LOST RUN ROAD, FREDERICKTOWN, OH 43019
PRESIDENT0$0
WILLIAM BRIAN BURGETT
PO BOX 225, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
WILLIAM BARTH BURGETT
3105 LOST RUN ROAD, FREDERICKTOWN, OH 43019
V. PRESIDENT0$0
MARSHA RINEHART
3855 TOWNSHIP ROAD 178, FREDERICKTOWN, OH 43019
SECRETARY0$0
JANENNE BURGETT
2697 LOST RUN ROAD, FREDERICKTOWN, OH 43019
ASST. SEC.0$0

Address and contacts

Address (IRS master file)
PO BOX 226, FREDERICKTOWN, OH 43019-0226
In care of
%WILLIAM B BURGETT
Signed the 990-PF
SHIRLEY BURGETT, PRESIDENT
Phone
(740) 694-6315
Return prepared by
PINNACLE CPA ADVISORY GROUP 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-1367299
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,793,379
Income (IRS master file)
$1,076,220

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$300,387$194,080$3,793,379IRS
990-PFDecember 2024$233,193$197,552$3,526,963XML
990-PFDecember 2023$120,374$201,570$3,347,116XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 31-1367299).

Questions about BURGETT FAMILY-KOKOSING FOUNDATION

What is the EIN of BURGETT FAMILY-KOKOSING FOUNDATION?
The employer identification number (EIN) of BURGETT FAMILY-KOKOSING FOUNDATION is 31-1367299.
Is BURGETT FAMILY-KOKOSING FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to BURGETT FAMILY-KOKOSING FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BURGETT FAMILY-KOKOSING FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BURGETT FAMILY-KOKOSING 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 BURGETT FAMILY-KOKOSING 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 BURGETT FAMILY-KOKOSING FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BURGETT FAMILY-KOKOSING FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $300,387, expenses of $194,080 and total assets of $3,793,379 at year end.

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