Nonprofit · EIN 38-3309907
BURT FOUNDATION
Tax-exempt · ANN ARBOR, MI 48104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,700,175 | $2,523,652 | $2,176,523 | $14,668,377 | $0 | $14,668,377 |
| December 31, 2024 | 990-PF | $3,720,457 | $2,419,200 | $1,301,257 | $12,491,854 | $0 | $12,491,854 |
| December 31, 2023 | 990-PF | $2,226,374 | $1,833,289 | $393,085 | $11,217,707 | $27,107 | $11,190,600 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $408,518
- Dividends
- $901,495
- Interest
- $1,204
- Net gain from sales of assets
- $3,388,958
Expenses
- Grants and similar amounts paid
- $2,429,000
- Disbursements for charitable purposes
- $2,429,000
- Excise tax on investment income
- $58,990
Balance sheet and other
- Total assets, start of year
- $12,491,854
- Total assets, end of year
- $14,668,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,668,377
- Fair market value of assets
- $54,349,797
- Qualifying distributions
- $2,429,000
- Net investment income
- $4,272,872
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 |
|---|---|---|---|
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | PRESIDENT | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | TREASURER | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | SECRETARY | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| CHRISTINE M HOLMES 1010 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| ERIK H SERR 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | PRESIDENT | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | TREASURER | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | SECRETARY | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| CHRISTINE M HOLMES 1010 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| ERIK H SERR 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | PRESIDENT | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | TREASURER | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | SECRETARY | 0 | $0 |
| ANDREA L HOLMES 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| CHRISTINE M HOLMES 1010 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
| ERIK H SERR 101 N MAIN STREET, 7TH FLOOR, ANN ARBOR, MI 48104 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 N MAIN ST 7TH FLOOR, ANN ARBOR, MI 48104-5507
- In care of
- % ERIK H SERR
- Signed the 990-PF
- ANDREA L HOLMES, PRESIDENT
- Phone
- (734) 663-2445
- Return prepared by
- BOND & COMPANY PLC
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
- 38-3309907
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $14,668,377
- Income (IRS master file)
- $5,038,615
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,700,175 | $2,523,652 | $14,668,377 | IRS |
| 990-PF | December 2024 | $3,720,457 | $2,419,200 | $12,491,854 | IRS |
| 990-PF | December 2023 | $2,226,374 | $1,833,289 | $11,217,707 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 38-3309907).
Questions about BURT FOUNDATION
- What is the EIN of BURT FOUNDATION?
- The employer identification number (EIN) of BURT FOUNDATION is 38-3309907.
- Is BURT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BURT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURT 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 BURT 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 BURT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BURT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,700,175, expenses of $2,523,652 and total assets of $14,668,377 at year end.
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