THE BURRELL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: THE BURRELL FAMILY FOUNDATION (EIN 87-2956969)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-25
IRS object ID: 202621769349100017
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Depreciation Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-25T13:28:03-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	872956969	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Liz and Chet Burrell Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	BURR	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Elizabeth Burrell	PersonNm
Person Title	Secretary	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2026-06-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$73,487	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$396	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$396	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,890	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,890	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$0	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$70,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,286	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,286	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$160	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$8,964	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$8,964	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,124	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$8,964	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$20,124	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$19,964	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,838	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,286	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$19,358	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,045	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,045	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$70,782	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$70,257	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$70,442	USGovtObligationsEOYFMVAmt
Total Assets BOY	$90,140	TotalAssetsBOYAmt
Total Assets EOY	$73,302	TotalAssetsEOYAmt
Total Assets EOYFMV	$73,487	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$90,140	RetainedEarningBOYAmt
Retained Earning EOY	$73,302	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$90,140	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$73,302	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$90,140	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$73,302	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$90,140	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,838	ExcessRevenueOverExpensesAmt
Subtotal	$73,302	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$73,302	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$70,000	GrossSalesPriceAmt
Cost Or Other Basis	$70,000	CostOrOtherBasisAmt
Gain Or Loss	$0	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$0	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$46	InvestmentIncomeExciseTaxAmt
Subtotal	$46	SubtotalAmt
Tax Based On Investment Income	$46	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$100	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$100	TotalPaymentsAndCreditsAmt
Overpayment	$54	OverpaymentAmt
Applied To ES Tax	$54	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Chester E Burrell
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Pres	1.0	$0	$0	$0
Elizabeth A Burrell
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Sec, Treas	1.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$62,561	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,951	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$78,512	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$78,512	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,178	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$77,334	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,867	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,867	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$46	TaxBasedOnInvestmentIncomeAmt
Total Tax	$46	TotalTaxAmt
Distributable Before Adj	$3,821	DistributableBeforeAdjAmt
Distributable Before Ded	$3,821	DistributableBeforeDedAmt
Distributable As Adjusted	$3,821	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$19,964	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$19,964	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,821	DistributableAsAdjustedAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Excess Distribution Cyov Yr3	$6,915	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$12,394	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$8,262	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$27,571	TotalExcessDistributionCyovAmt
Qualifying Distributions	$19,964	QualifyingDistributionsAmt
Applied To Current Year	$3,821	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$16,143	RemainingDistriFromCorpusAmt
Total Corpus	$43,714	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$43,714	ExcessDistriCyovToNextYrAmt
Excess From Year3	$6,915	ExcessFromYear3Amt
Excess From Year2	$12,394	ExcessFromYear2Amt
Excess From Year1	$8,262	ExcessFromYear1Amt
Excess From Current Year	$16,143	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Chester E Burrell	ContributingManagerNm
Contributing Manager	Elizabeth A Burrell	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DC GIRLS BASEBALL	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4530 WISCONSIN AVE NW STE 400	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20016	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	N/A	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusCd
Grant Or Contribution Purpose	General & Unrestricted	GrantOrContributionPurposeTxt
Amt	$11,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$396	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,890	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$3,286	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,286	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$70,257	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$70,442	USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$8,939	$8,939
State or Local Filing Fees	$25	$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990-PF Estimated Tax for 2025	$100
990-PF Excise Tax for 2024	$60