The Sue Bassett Foundation Inc

MELBOURNE, FL EIN: 27-1149168

The Sue Bassett Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 17 grants totaling $248K. Net investment income was $97K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.9M

-2.9% YoY

Annual Giving

$248K

Grant Count

17

Avg Grant Size

$15K

Under IRS private-foundation payout rules, The Sue Bassett Foundation Inc reported a distributable amount of $302K for 2025 — the minimum it must pay out in qualifying distributions.

About The Sue Bassett Foundation Inc

Based on IRS filings

The Sue Bassett Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 17 grants totaling $248K. Net investment income was $97K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CocoaFellsmereGainesvilleMelbourneMerritt IslandNapervilleOcalaPalm BayPalm ShoresSt CloudTitusvilleWyoming

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M202020212022202320242025
Metric202520242023
Total Assets$4,930,696$5,076,781$243,650
Revenue$212,494$4,878,607$16,231
Expenses$358,579$45,476$26,593
Qualifying Distributions$283,072$15,405$21,469
Net Investment Income$96,511$20,639$11,107
Distributable Amount$301,738$141,522$14,689

Giving Over Time

Total grant dollars and number of grants per year

$0$62K$124K$186K$248K2 grants20202 grants20211 grants20222 grants20230 grants202417 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

UNIVERSITY OF MICHIGAN H…$50KHELPING OVERPOPULATION O…$25KCENTRAL FLORIDA ANIMAL R…$20KSHELTERING HANDS INC$20KWILD FLORIDA RESCUE CORP$20KFIVE FRIENDS ANIMAL RESC…$18KMATILDA'S PET SANCTUARY …$15KCHAPPY & FRIENDS$12KCYSTIC FIBROSIS FOUNDATION$10KEAST COAST ZOOLOGICAL SO…$10K

Grant Size Distribution

22 grants across all recorded years

21<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Michigan Healh - West ($50,000), Helping Overpopulation of Pets End ($25,000), Central Florida Animal Reserve ($20,000).

RecipientPurposeAmount
BREVARD HUMANE SOCIETY COCOA, FLREBUILD DOG RUNS$5,480
CENTRAL FLORIDA ANIMAL RESERVE ST CLOUD, FLLONG-TERM CARE FOR GREAT CATS$20,000
CHAPPY & FRIENDS NAPERVILLE, ILPET RESCUE, SPAYING, VACCINES$12,000
COMPANION ANIMAL CARE OF BREVARD MELBOURNE, FLPET RESCUE, REHOMING$8,000
CYSTIC FIBROSIS FOUNDATION MERRITT ISLAND, FLCF TREATMENTS$10,000
EAST COAST ZOOLOGICAL SOCIETY OF FL MELBOURNE, FLNIGHT VISION CAMERAS$10,000
FIVE FRIENDS ANIMAL RESCUE INC TITUSVILLE, FLPET RESCUE$17,500
FLORIDA WILDLIFE HOSPITAL MELBOURNE, FLRESCUE PROGRAM$10,000
FOR THE LOVE OF PAWS FELLSMERE, FLPET FOOD FOR PAWS MEALS ON WHEELS$5,000
HELPING OVERPOPULATION OF PETS END MELBOURNE, FLPET SPAYING$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BRIGGS KILBOURNEVP/SECRETARY$7KDARCY HOPKINS AFMANDIRECTOR$7KERIK P SHUMAN ESQPRESIDENT/DI$5KBRIAN FISHERTREASURER/DI$5KMEREDITH HOPKINS GREENDIRECTOR$5K

From 2025 filing

NameTitleHoursCompensation
ERIK P SHUMAN ESQPRESIDENT/DI8$4,500
BRIGGS KILBOURNEVP/SECRETARY8$7,000
BRIAN FISHERTREASURER/DI8$4,500
DARCY HOPKINS AFMANDIRECTOR8$7,000
MEREDITH HOPKINS GREENDIRECTOR8$4,500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Sue Bassett Foundation Inc?

The Sue Bassett Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. It holds $4.9M in total assets as of 2025.

How large is The Sue Bassett Foundation Inc?

As of 2025, The Sue Bassett Foundation Inc holds $4.9M in total assets with $212K in annual revenue. It awarded 17 grants totaling $248K in 2025.

Where does The Sue Bassett Foundation Inc operate?

The Sue Bassett Foundation Inc has awarded grants in Florida, Illinois, Michigan.

What size grants does The Sue Bassett Foundation Inc award?

In 2025, The Sue Bassett Foundation Inc awarded 17 grants totaling $248K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is The Sue Bassett Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Sue Bassett Foundation Inc reported a distributable amount of $302K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sue Bassett Foundation Inc's EIN?

The Sue Bassett Foundation Inc's EIN (Employer Identification Number) is 27-1149168. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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