Nonprofit · EIN 81-0728073
UNCAS FOUNDATION INC
Tax-exempt · GUILFORD, CT 06437
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $43,168 | $50,247 | -$7,079 | $485,595 | $0 | $485,595 |
| December 31, 2024 | 990-PF | $108,838 | $123,039 | -$14,201 | $492,674 | $0 | $492,674 |
| December 31, 2023 | 990-PF | $10,304 | $45,865 | -$35,561 | $506,875 | $0 | $506,875 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,535
- Interest
- $11
- Net gain from sales of assets
- $36,622
Expenses
- Grants and similar amounts paid
- $48,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $48,000
- Excise tax on investment income
- $600
Balance sheet and other
- Total assets, start of year
- $492,674
- Total assets, end of year
- $485,595
- Total liabilities, end of year
- $0
- Net assets, end of year
- $485,595
- Fair market value of assets
- $595,661
- Qualifying distributions
- $48,000
- Net investment income
- $43,168
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 |
|---|---|---|---|
| WALTER LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | PRESIDENT | 0 | $0 |
| DELANEY LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | SECRETARY | 0 | $0 |
| THEODORE LUNDBERG 74 MORNINGSIDE DRIVE SOUTH, WESPORT, CT 06880 | TREASURER | 0 | $0 |
| JEAN WRIGHT 6859 TULIP HILL TERRACE, BETHESDA, MD 20816 | DIRECTOR | 0 | $0 |
| JAMES LUNDBERG 227 WAKEWA AVENUE, SOUTH BEND, IN 46617 | DIRECTOR | 0 | $0 |
| KATHERINE LUNDBERG 96 SCHERMERHORN ST 10F, BROOKLYN, NY 11201 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | PRESIDENT | 0 | $0 |
| DELANEY LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | SECRETARY | 0 | $0 |
| THEODORE LUNDBERG 74 MORNINGSIDE DRIVE SOUTH, WESPORT, CT 06880 | TREASURER | 0 | $0 |
| JEAN WRIGHT 4916 ROCKWOOD PARKWAY, WASHINGTON, DC 20016 | DIRECTOR | 0 | $0 |
| JAMES LUNDBERG 227 WAKEWA AVENUE, SOUTH BEND, IN 46617 | DIRECTOR | 0 | $0 |
| KATHERINE LUNDBERG 96 SCHERMERHORN ST 10F, BROOKLYN, NY 11201 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | PRESIDENT | 0 | $0 |
| DELANEY LUNDBERG 120 UNCAS POINT ROAD, GUILFORD, CT 06437 | SECRETARY | 0 | $0 |
| THEODORE LUNDBERG 74 MORNINGSIDE DRIVE SOUTH, WESPORT, CT 06880 | TREASURER | 0 | $0 |
| JEAN WRIGHT 4916 ROCKWOOD PARKWAY, WASHINGTON, DC 20016 | DIRECTOR | 0 | $0 |
| JAMES LUNDBERG 227 WAKEWA AVENUE, SOUTH BEND, IN 46617 | DIRECTOR | 0 | $0 |
| KATHERINE LUNDBERG 96 SCHERMERHORN ST 10F, BROOKLYN, NY 11201 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 UNCAS POINT RD, GUILFORD, CT 06437-3152
- In care of
- % WALTER B LUNDBERG
- Signed the 990-PF
- DELANEY F LUNDBERG, OFFICER
- Phone
- (203) 453-7021
- Return prepared by
- HARVEY & HOROWITZ PC CPAS
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
- 81-0728073
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $485,595
- Income (IRS master file)
- $117,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $43,168 | $50,247 | $485,595 | IRS |
| 990-PF | December 2024 | $108,838 | $123,039 | $492,674 | IRS |
| 990-PF | December 2023 | $10,304 | $45,865 | $506,875 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 81-0728073).
Questions about UNCAS FOUNDATION INC
- What is the EIN of UNCAS FOUNDATION INC?
- The employer identification number (EIN) of UNCAS FOUNDATION INC is 81-0728073.
- Is UNCAS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to UNCAS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UNCAS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UNCAS FOUNDATION INC 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 UNCAS FOUNDATION INC 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 UNCAS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNCAS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,168, expenses of $50,247 and total assets of $485,595 at year end.
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