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Nonprofit · EIN 04-3492171

THE ADI AND JERRY GREENBERG FOUNDATION

Tax-exempt · BOSTON, MA 02110

Financials

$3.2M$1.3M2022$4.1M$3M2023$3.9M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of THE ADI AND JERRY GREENBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,928,522$1,599,922$2,328,600$38,465,347$0$38,465,347
December 31, 2023990-PF$4,148,158$2,953,639$1,194,519$33,829,511$0$33,829,511
December 31, 2022990-PF (amended)$3,191,986$1,278,248$1,913,738$29,600,798$0$29,600,798
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,990,786
Dividends
$850,681
Interest
$87,055

Expenses

Grants and similar amounts paid
$1,454,000
Compensation of officers, directors and key employees
$25,821
Disbursements for charitable purposes
$1,509,437
Excise tax on investment income
$26,208

Balance sheet and other

Total assets, start of year
$33,829,511
Total assets, end of year
$38,465,347
Total liabilities, end of year
$0
Net assets, end of year
$38,465,347
Fair market value of assets
$38,425,347
Qualifying distributions
$1,509,437
Net investment income
$1,977,081

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.

NameTitleHours / weekCompensation
Jerry A Greenberg
75 Federal Street Suite 1000, BOSTON, MA 021101937
Trustee1$0
Marvin A Greenberg
75 Federal Street Suite 1000, BOSTON, MA 021101937
Trustee1$0
Samuel C Sichko
75 Federal Street Suite 1000, BOSTON, MA 021101937
Trustee1$0
Adi K Greenberg
75 Federal Street Suite 1000, BOSTON, MA 021101937
Trustee1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Samuel C Sichko
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$21,250
Jerry A Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0
Marvin A Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0
Adi K Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
Samuel C Sichko
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$17,500
Jerry A Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0
Marvin A Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0
Adi K Greenberg
101 Federal Street Suite 1405, Boston, MA 021101844
Trustee1$0

Address and contacts

Address (IRS master file)
BOWDITCH DEWEY 75 FEDERAL STREET, BOSTON, MA 02110-0000
In care of
% SAMUEL C SICHKO
Signed the 990-PF
Samuel C Sichko, Trustee
Phone
(617) 757-6517
Return prepared by
MacArthur & McCoy 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3492171
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$38,465,347
Income (IRS master file)
$3,928,522

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,928,522$1,599,922$38,465,347IRS
990-PFDecember 2023$4,148,158$2,953,639$33,829,511XML
990-PFDecember 2022$3,191,986$1,278,248$29,600,798XML
990-PFDecember 2021–––IRS
990-PFDecember 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 04-3492171).

Questions about THE ADI AND JERRY GREENBERG FOUNDATION

What is the EIN of THE ADI AND JERRY GREENBERG FOUNDATION?
The employer identification number (EIN) of THE ADI AND JERRY GREENBERG FOUNDATION is 04-3492171.
Is THE ADI AND JERRY GREENBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE ADI AND JERRY GREENBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ADI AND JERRY GREENBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ADI AND JERRY GREENBERG 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 THE ADI AND JERRY GREENBERG 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 THE ADI AND JERRY GREENBERG FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE ADI AND JERRY GREENBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,928,522, expenses of $1,599,922 and total assets of $38,465,347 at year end.

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