Nonprofit · EIN 06-6439895
THE SAMBERG FAMILY FOUNDATION
Tax-exempt · KATONAH, NY 10536
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $669,246 | $2,144,529 | -$1,475,283 | $19,534,743 | $14,165,000 | $5,369,743 |
| November 30, 2023 | 990-PF | -$51,669 | $4,639,518 | -$4,691,187 | $20,103,595 | $12,665,000 | $7,438,595 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $47,816
- Interest
- $479
- Net gain from sales of assets
- $619,744
- Other income
- $1,207
Expenses
- Grants and similar amounts paid
- $2,069,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,092,771
- Excise tax on investment income
- $791
Balance sheet and other
- Total assets, start of year
- $20,103,595
- Total assets, end of year
- $19,534,743
- Total liabilities, end of year
- $14,165,000
- Net assets, end of year
- $5,369,743
- Fair market value of assets
- $19,534,743
- Qualifying distributions
- $2,092,771
- Net investment income
- $149,559
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARYEH DAVIS 77 BEDFORD ROAD, KATONAH, NY 10536 | DIRECTOR | 5 | $0 |
| REBECCA SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| LAURA SAMBERG FAINO 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| JEFFREY S SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| JOSEPH D SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARYEH DAVIS 77 BEDFORD ROAD, KATONAH, NY 10536 | DIRECTOR | 5 | $0 |
| REBECCA SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| LAURA SAMBERG FAINO 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| JEFFREY S SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
| JOSEPH D SAMBERG 77 BEDFORD ROAD, KATONAH, NY 10536 | CORPORATE DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 77 BEDFORD ROAD, KATONAH, NY 10536-2141
- In care of
- % REBECCA SAMBERG
- Signed the 990-PF
- ARYEH DAVIS, DIRECTOR
- Phone
- (914) 401-7045
- Return prepared by
- GRANT THORNTON ADVISORS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6439895
- 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
- 2003
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $19,534,743
- Income (IRS master file)
- $140,751
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $669,246 | $2,144,529 | $19,534,743 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | -$51,669 | $4,639,518 | $20,103,595 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 06-6439895).
Questions about THE SAMBERG FAMILY FOUNDATION
- What is the EIN of THE SAMBERG FAMILY FOUNDATION?
- The employer identification number (EIN) of THE SAMBERG FAMILY FOUNDATION is 06-6439895.
- Is THE SAMBERG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE SAMBERG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SAMBERG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SAMBERG FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SAMBERG FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THE SAMBERG FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE SAMBERG FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $669,246, expenses of $2,144,529 and total assets of $19,534,743 at year end.
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