Nonprofit · EIN 11-3297021
STUART & JILL SIEGEL CHARITABLE TRUST
Tax-exempt · DELRAY BEACH, FL 33483
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,263 | $132,417 | -$62,154 | $1,121,393 | $1,118 | $1,120,275 |
| December 31, 2024 | 990-PF | $57,606 | $78,770 | -$21,164 | $1,183,047 | $618 | $1,182,429 |
| December 31, 2023 | 990-PF | $147,940 | $38,808 | $109,132 | $1,203,951 | $358 | $1,203,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,707
- Net gain from sales of assets
- $34,556
Expenses
- Grants and similar amounts paid
- $123,236
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $123,236
- Excise tax on investment income
- $903
Balance sheet and other
- Total assets, start of year
- $1,183,047
- Total assets, end of year
- $1,121,393
- Total liabilities, end of year
- $1,118
- Net assets, end of year
- $1,120,275
- Fair market value of assets
- $1,306,168
- Qualifying distributions
- $123,236
- Net investment income
- $70,263
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART SIEGEL 500 COMMODORE CIR, DELRAY BEACH, FL 33483 | PRESIDENT | 1 | $0 |
| JOEL ZYCHICK 1521 ALTON ROAD STE 676, MIAMI BEACH, FL 33139 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART SIEGEL 500 COMMODORE CIR, DELRAY BEACH, FL 33483 | PRESIDENT | 1 | $0 |
| JOEL ZYCHICK 1521 ALTON ROAD STE 676, MIAMI BEACH, FL 33139 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STUART SIEGEL 500 COMMODORE CIR, DELRAY BEACH, FL 33483 | PRESIDENT | 1 | $0 |
| JOEL ZYCHICK 1521 ALTON ROAD STE 676, MIAMI BEACH, FL 33139 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 500 COMMODORE CIR, DELRAY BEACH, FL 33483-8018
- Signed the 990-PF
- STUART SIEGEL, PRESIDENT
- Phone
- (215) 881-8868
- Return prepared by
- EISNER ADVISORY 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 | 990-PF 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
- 11-3297021
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,121,393
- Income (IRS master file)
- $183,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,263 | $132,417 | $1,121,393 | XML |
| 990-PF | December 2024 | $57,606 | $78,770 | $1,183,047 | XML |
| 990-PF | December 2023 | $147,940 | $38,808 | $1,203,951 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 11-3297021).
Questions about STUART & JILL SIEGEL CHARITABLE TRUST
- What is the EIN of STUART & JILL SIEGEL CHARITABLE TRUST?
- The employer identification number (EIN) of STUART & JILL SIEGEL CHARITABLE TRUST is 11-3297021.
- Is STUART & JILL SIEGEL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to STUART & JILL SIEGEL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STUART & JILL SIEGEL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STUART & JILL SIEGEL CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STUART & JILL SIEGEL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STUART & JILL SIEGEL CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does STUART & JILL SIEGEL CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,263, expenses of $132,417 and total assets of $1,121,393 at year end.
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All nonprofits in DELRAY BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations