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Nonprofit · EIN 05-0376269

THE KOFFLER BORNSTEIN FAMILY FOUNDATION

Tax-exempt · PROVIDENCE, RI 02903

Financials

$28K$338K2023$117K$508K2024
Revenue Expenses · by fiscal year end
Financials of THE KOFFLER BORNSTEIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$116,835$507,921-$391,086$4,068,213$5,635$4,062,578
July 31, 2024990-PF$28,148$338,402-$310,254$4,453,664$0$4,453,664
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$68,451
Interest
$19,715
Net gain from sales of assets
$28,669

Expenses

Grants and similar amounts paid
$473,723
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$473,723
Excise tax on investment income
$1,149

Balance sheet and other

Total assets, start of year
$4,453,664
Total assets, end of year
$4,068,213
Total liabilities, end of year
$5,635
Net assets, end of year
$4,062,578
Fair market value of assets
$5,185,697
Qualifying distributions
$473,723
Net investment income
$116,835

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SANDRA BORNSTEIN
622 N FLAGER DR 503, WEST PALM BEACH, FL 33401
TRUSTEE0$0
JO-AN KAPLAN
12 BARBOUR DRIVE, PROVIDENCE, RI 02906
TRUSTEE0$0
TERRI CHERNICK
321 HIGH SCHOOL RD NE PMB 362, BAINBRIDGE ISLAND, WA 98110
TRUSTEE0$0
C SCOTT CHERNICK
141 ESPERANZA WAY, PALM BEACH GARDENS, FL 33418
TRUSTEE0$0
990-PF for the year ended July 31, 2024: 4 people
NameTitleHours / weekCompensation
SANDRA BORNSTEIN
622 N FLAGER DR 503, WEST PALM BEACH, FL 33401
TRUSTEE0$0
JO-AN KAPLAN
12 BARBOUR DRIVE, PROVIDENCE, RI 02906
TRUSTEE0$0
TERRI CHERNICK
321 HIGH SCHOOL RD NE PMB 362, BAINBRIDGE ISLAND, WA 98110
TRUSTEE0$0
C SCOTT CHERNICK
141 ESPERANZA WAY, PALM BEACH GARDENS, FL 33418
TRUSTEE0$0

Address and contacts

Address (IRS master file)
10 MEMORIAL BLVD STE 901, PROVIDENCE, RI 02903-1159
In care of
% KOFFLER GROUP
Signed the 990-PF
SANDRA BORNSTEIN, TRUSTEE
Phone
(401) 273-8600

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
05-0376269
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
1978
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$4,068,213
Income (IRS master file)
$191,377

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$116,835$507,921$4,068,213XML
990-PFJuly 2024$28,148$338,402$4,453,664XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––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 05-0376269).

Questions about THE KOFFLER BORNSTEIN FAMILY FOUNDATION

What is the EIN of THE KOFFLER BORNSTEIN FAMILY FOUNDATION?
The employer identification number (EIN) of THE KOFFLER BORNSTEIN FAMILY FOUNDATION is 05-0376269.
Is THE KOFFLER BORNSTEIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to THE KOFFLER BORNSTEIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE KOFFLER BORNSTEIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE KOFFLER BORNSTEIN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE KOFFLER BORNSTEIN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of THE KOFFLER BORNSTEIN FAMILY FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE KOFFLER BORNSTEIN FAMILY FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $116,835, expenses of $507,921 and total assets of $4,068,213 at year end.

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