Nonprofit · EIN 77-0530246
BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC
Tax-exempt · SANTA MARIA, CA 93456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $125,476 | $37,769 | $87,707 | $593,911 | $0 | $593,911 |
| September 30, 2024 | 990-PF | $150,415 | $33,232 | $117,183 | $506,204 | $0 | $506,204 |
| September 30, 2023 | 990-PF | $18,621 | $35,514 | -$16,893 | $389,021 | $0 | $389,021 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $16,768
- Interest
- $11
- Net gain from sales of assets
- $108,697
Expenses
- Grants and similar amounts paid
- $31,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $32,254
- Excise tax on investment income
- $1,722
Balance sheet and other
- Total assets, start of year
- $506,204
- Total assets, end of year
- $593,911
- Total liabilities, end of year
- $0
- Net assets, end of year
- $593,911
- Fair market value of assets
- $918,448
- Qualifying distributions
- $32,254
- Net investment income
- $125,476
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK C FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | PRESIDENT | 5 | $0 |
| LISA DALMAU 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | VICE PRESIDENT | 5 | $0 |
| MARK C FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | TREASURER | 5 | $0 |
| WENDY LAHR 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | SECRETARY | 5 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK C FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | PRESIDENT | 5 | $0 |
| LISA DALMAU 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | VICE PRESIDENT | 5 | $0 |
| MARK C FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | TREASURER | 5 | $0 |
| WENDY LAHR 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | SECRETARY | 5 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURT E FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | PRESIDENT | 5 | $0 |
| LISA DALMAU 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | VICE PRESIDENT | 5 | $0 |
| MARK C FUGATE 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | TREASURER | 5 | $0 |
| WENDY LAHR 2625 S MILLER ST 107, SANTA MARIA, CA 93455 | SECRETARY | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5019, SANTA MARIA, CA 93456-5019
- In care of
- % BURT E FUGATE
- Signed the 990-PF
- BURT FUGATE, TREASURER
- Phone
- (805) 922-6646
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0530246 or by the name BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 77-0530246
- 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
- 2000
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $593,911
- Income (IRS master file)
- $240,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $125,476 | $37,769 | $593,911 | XML |
| 990-PF | September 2024 | $150,415 | $33,232 | $506,204 | XML |
| 990-PF | September 2023 | $18,621 | $35,514 | $389,021 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 77-0530246).
Questions about BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC
- What is the EIN of BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC is 77-0530246.
- Is BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BURT E & ANNE L FUGATE EDUCATIONAL FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $125,476, expenses of $37,769 and total assets of $593,911 at year end.
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