Nonprofit · EIN 55-6152536
OTIS & MESCAL BURKE FOUNDATION
Also known as BURKE OTIS LEE TTEE
Tax-exempt · CULPEPER, VA 22701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $0 | $9,466 | -$9,466 | $100,029 | $0 | $100,029 |
| December 31, 2024 | 990-PF | $0 | $6,000 | -$6,000 | $109,495 | $0 | $109,495 |
| December 31, 2023 | 990-PF | $0 | $6,000 | -$6,000 | $115,495 | $0 | $115,495 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $9,466
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,466
Balance sheet and other
- Total assets, start of year
- $109,495
- Total assets, end of year
- $100,029
- Total liabilities, end of year
- $0
- Net assets, end of year
- $100,029
- Fair market value of assets
- $100,029
- Qualifying distributions
- $9,466
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 |
|---|---|---|---|
| TAMERA HALSTEAD PO BOX 459, CULPEPER, VA 22701 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMERA HALSTEAD PO BOX 459, CULPEPER, VA 22701 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMERA HALSTEAD PO BOX 459, CULPEPER, VA 22701 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 459, CULPEPER, VA 22701-0459
- Signed the 990-PF
- TAMERA HALSTEAD, TRUSTEE
- Phone
- (571) 550-5583
- Return prepared by
- BISHOP FARMER & CO 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
- 55-6152536
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $100,029
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $0 | $9,466 | $100,029 | XML |
| 990-PF | December 2024 | $0 | $6,000 | $109,495 | XML |
| 990-PF | December 2023 | $0 | $6,000 | $115,495 | 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 55-6152536).
Questions about OTIS & MESCAL BURKE FOUNDATION
- What is the EIN of OTIS & MESCAL BURKE FOUNDATION?
- The employer identification number (EIN) of OTIS & MESCAL BURKE FOUNDATION is 55-6152536.
- Is OTIS & MESCAL BURKE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to OTIS & MESCAL BURKE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTIS & MESCAL BURKE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTIS & MESCAL BURKE 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 OTIS & MESCAL BURKE 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 OTIS & MESCAL BURKE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does OTIS & MESCAL BURKE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $9,466 and total assets of $100,029 at year end.
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