Nonprofit · EIN 83-6229334
BURNEY FUND
Tax-exempt · SCOTTSDALE, AZ 85254
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,300 | $53,811 | -$29,511 | $457,000 | $0 | $457,000 |
| December 31, 2024 | 990-PF | $12,423 | $52,931 | -$40,508 | $486,511 | $0 | $486,511 |
| December 31, 2023 | 990-PF | -$790 | $52,115 | -$52,905 | $527,019 | $0 | $527,019 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,926
- Interest
- $2,777
- Net gain from sales of assets
- $6,597
Expenses
- Grants and similar amounts paid
- $42,708
- Compensation of officers, directors and key employees
- $2,476
- Disbursements for charitable purposes
- $42,708
- Excise tax on investment income
- $260
Balance sheet and other
- Total assets, start of year
- $486,511
- Total assets, end of year
- $457,000
- Total liabilities, end of year
- $0
- Net assets, end of year
- $457,000
- Fair market value of assets
- $544,927
- Qualifying distributions
- $42,708
- Net investment income
- $24,300
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 |
|---|---|---|---|
| SUNFLOWER BANK NA 7047 E GREENWAY PARKWAY 150, SCOTTSDALE, AZ 85254 | TRUSTEE | 1 | $2,476 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUNFLOWER BANK NA 7047 E GREENWAY PARKWAY 150, SCOTTSDALE, AZ 85254 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUNFLOWER BANK NA 7047 E GREENWAY PARKWAY 150, SCOTTSDALE, AZ 85254 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7047 E GREENWAY PKWY STE 150, SCOTTSDALE, AZ 85254-8109
- In care of
- % MUTUAL OF OMAHA BANK TTEE
- Signed the 990-PF
- SUNFLOWER BANK NA, TRUSTEE
- Phone
- (480) 333-4011
- Return prepared by
- LUTZ AND COMPANY PC
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
- 83-6229334
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $457,000
- Income (IRS master file)
- $318,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,300 | $53,811 | $457,000 | XML |
| 990-PF | December 2024 | $12,423 | $52,931 | $486,511 | XML |
| 990-PF | December 2023 | -$790 | $52,115 | $527,019 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-6229334).
Questions about BURNEY FUND
- What is the EIN of BURNEY FUND?
- The employer identification number (EIN) of BURNEY FUND is 83-6229334.
- Is BURNEY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BURNEY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURNEY FUND 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 BURNEY FUND 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 BURNEY FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,476 (SUNFLOWER BANK NA, TRUSTEE).
- How much revenue does BURNEY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,300, expenses of $53,811 and total assets of $457,000 at year end.
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