Nonprofit · EIN 45-6627698
JACK AND SALLY BURT CHARITABLE FOUNDATION
Tax-exempt · CAPE CORAL, FL 33904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $175,726 | $255,021 | -$79,295 | $3,182,695 | $0 | $3,182,695 |
| December 31, 2024 | 990-PF | $239,596 | $260,991 | -$21,395 | $3,149,924 | $0 | $3,149,924 |
| December 31, 2023 | 990-PF | $2,192,768 | $195,886 | $1,996,882 | $3,066,689 | $0 | $3,066,689 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $69,974
- Interest
- $37,410
- Net gain from sales of assets
- $68,342
Expenses
- Grants and similar amounts paid
- $220,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $220,000
- Excise tax on investment income
- $1,956
Balance sheet and other
- Total assets, start of year
- $3,149,924
- Total assets, end of year
- $3,182,695
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,182,695
- Fair market value of assets
- $5,996,869
- Qualifying distributions
- $220,000
- Net investment income
- $175,726
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 |
|---|---|---|---|
| JOHN C BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
| SALLY A BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
| SALLY A BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
| SALLY A BURT 5211 NAUTILUS DRIVE, CAPE CORAL, FL 33904 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5211 NAUTILUS DR, CAPE CORAL, FL 33904-5659
- In care of
- % JOHN C BURT
- Signed the 990-PF
- JOHN BURT, TRUSTEE
- Phone
- (989) 295-4719
- Return prepared by
- UHY ADVISORS GREAT LAKES INC
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
- 45-6627698
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,182,695
- Income (IRS master file)
- $546,445
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $175,726 | $255,021 | $3,182,695 | XML |
| 990-PF | December 2024 | $239,596 | $260,991 | $3,149,924 | IRS |
| 990-PF | December 2023 | $2,192,768 | $195,886 | $3,066,689 | 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 45-6627698).
Questions about JACK AND SALLY BURT CHARITABLE FOUNDATION
- What is the EIN of JACK AND SALLY BURT CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JACK AND SALLY BURT CHARITABLE FOUNDATION is 45-6627698.
- Is JACK AND SALLY BURT CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to JACK AND SALLY BURT CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND SALLY BURT CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND SALLY BURT CHARITABLE 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 JACK AND SALLY BURT CHARITABLE 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 JACK AND SALLY BURT CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JACK AND SALLY BURT CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $175,726, expenses of $255,021 and total assets of $3,182,695 at year end.
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