Nonprofit · EIN 11-6548272
BAIS EPHRAIM CHARITABLE FOUNDATION TR
Also known as MARGULES ARI & GOLDI TTEE
Tax-exempt · MONSEY, NY 10952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $20,702,766 | $3,812,163 | $16,890,603 | $77,970,090 | $5,175,044 | $72,795,046 |
| September 30, 2024 | 990-PF | $19,252,198 | $4,266,604 | $14,985,594 | $58,814,519 | $2,522,245 | $56,292,274 |
| September 30, 2023 | 990-PF | $6,479,531 | $2,974,627 | $3,504,904 | $46,506,498 | $5,777,654 | $40,728,844 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $13,617,424
- Dividends
- $507,990
- Interest
- $4,382,840
- Net rental income
- $35,702
- Net gain from sales of assets
- $1,928,078
- Other income
- $45
Expenses
- Grants and similar amounts paid
- $3,399,642
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,399,642
- Excise tax on investment income
- $95,280
Balance sheet and other
- Total assets, start of year
- $58,814,519
- Total assets, end of year
- $77,970,090
- Total liabilities, end of year
- $5,175,044
- Net assets, end of year
- $72,795,046
- Fair market value of assets
- $9,448,595
- Qualifying distributions
- $3,399,642
- Net investment income
- $7,085,342
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARI MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
| GOLDY MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARI MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
| GOLDY MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARI MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
| GOLDY MARGULIES 8 BOXWOOD LANE, MONSEY NY, NY 10952 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8 BOXWOOD LN, MONSEY, NY 10952-2925
- In care of
- % MARGULIES
- Signed the 990-PF
- ALAN MARGULIES, DIRECTOR
- Phone
- (973) 227-2800
- Return prepared by
- HIRSCH OELBAUM BRAM & HANOVER CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 11-6548272
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $77,970,090
- Income (IRS master file)
- $18,774,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $20,702,766 | $3,812,163 | $77,970,090 | XML |
| 990-PF | September 2024 | $19,252,198 | $4,266,604 | $58,814,519 | XML |
| 990-PF | September 2023 | $6,479,531 | $2,974,627 | $46,506,498 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 11-6548272).
Questions about BAIS EPHRAIM CHARITABLE FOUNDATION TR
- What is the EIN of BAIS EPHRAIM CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of BAIS EPHRAIM CHARITABLE FOUNDATION TR is 11-6548272.
- Is BAIS EPHRAIM CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BAIS EPHRAIM CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BAIS EPHRAIM CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BAIS EPHRAIM CHARITABLE FOUNDATION TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAIS EPHRAIM CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BAIS EPHRAIM CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BAIS EPHRAIM CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,702,766, expenses of $3,812,163 and total assets of $77,970,090 at year end.
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