Nonprofit · EIN 02-0613293
NER TZION FOUNDATION
Tax-exempt · MIAMI BEACH, FL 33119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $556,878 | $1,269,045 | -$712,167 | $24,548,076 | $0 | $24,548,076 |
| December 31, 2023 | 990-PF | $579,157 | $1,169,902 | -$590,745 | $21,735,056 | $0 | $21,735,056 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $538,415
- Net gain from sales of assets
- $18,463
Expenses
- Grants and similar amounts paid
- $1,164,721
- Compensation of officers, directors and key employees
- $39,600
- Disbursements for charitable purposes
- $1,164,721
- Excise tax on investment income
- $6,579
Balance sheet and other
- Total assets, start of year
- $21,735,056
- Total assets, end of year
- $24,548,076
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,548,076
- Fair market value of assets
- $24,548,076
- Qualifying distributions
- $1,164,721
- Net investment income
- $556,878
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Engstrom 1300 Washington Ave, Miami Beach, FL 33119 | Director | 1 | $39,600 |
| Barry Klein 1300 Washington Ave, Miami Beach, FL 33119 | Director | 5 | $0 |
| Elaine Klein 1300 Washington Ave, Miami Beach, FL 33119 | Secretary | 1 | $0 |
| Keren Lavyad 1300 Washington Ave, Miami Beach, FL 33119 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN ENGSTROM 102 NE 2ND STREET STE 266, BOCA RATON, FL 33432 | SECRETARY | 5 | $39,600 |
| BARRY KLEIN 102 NE 2ND STREET STE 266, BOCA RATON, FL 33432 | DIRECTOR | 1 | $0 |
| ELAINE S KLEIN 102 NE 2ND STREET STE 266, BOCA RATON, FL 33432 | DIRECTOR | 0.25 | $0 |
| KEREN KLEIN LAVYAD 102 NE 2ND STREET STE 266, BOCA RATON, FL 33432 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 WASHINGTON AVE STE 617, MIAMI BEACH, FL 33119-2762
- In care of
- % BARRY KLEIN
- Signed the 990-PF
- BARRY KLEIN, Director
- Phone
- (561) 403-9730
- Return prepared by
- Barnes Asset Management Group LLC
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 | Not 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
- 02-0613293
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $24,548,076
- Income (IRS master file)
- $3,426,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about NER TZION FOUNDATION
- What is the EIN of NER TZION FOUNDATION?
- The employer identification number (EIN) of NER TZION FOUNDATION is 02-0613293.
- Is NER TZION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to NER TZION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NER TZION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NER TZION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NER TZION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NER TZION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $39,600 (Benjamin Engstrom, Director).
- How much revenue does NER TZION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $556,878, expenses of $1,269,045 and total assets of $24,548,076 at year end.
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