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Nonprofit · EIN 13-3022845

ROGER & BARBARA MICHAELS FAMILY FUND INC

Tax-exempt · NEW YORK, NY 10118

Financials

$206K$356K2023$108K$327K2024
Revenue Expenses · by fiscal year end
Financials of ROGER & BARBARA MICHAELS FAMILY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$107,609$326,614-$219,005$4,367,199$0$4,367,199
December 31, 2023990-PF$206,242$355,751-$149,509$5,517,106$0$5,517,106
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$139,656
Interest
$191
Net gain from sales of assets
-$32,238

Expenses

Grants and similar amounts paid
$263,725
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$265,825
Excise tax on investment income
$1,108

Balance sheet and other

Total assets, start of year
$5,517,106
Total assets, end of year
$4,367,199
Total liabilities, end of year
$0
Net assets, end of year
$4,367,199
Fair market value of assets
$4,367,199
Qualifying distributions
$265,825
Net investment income
$139,847

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
ALAN MICHAELS
639 MOHAWK STREET, COLUMBUS, OH 43206
DIRECTOR/TREASURER2$0
MARK MICHAELS
427 SPRING DRIVE, YORKTOWN HEIGHTS, NY 10598
DIRECTOR/SECRETARY2$0
ALICE GINANDES
16 GLENGARY ROAD, CROTON ON HUDSON, NY 10520
DIRECTOR/PRESIDENT2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROGER A MICHAELS
433 ARCADY ROAD, OSSINING, NY 10562
DIRECTOR/TREASURER10$0
BARBARA R MICHAELS
433 ARCADY ROAD, OSSINING, NY 10562
DIRECTOR/PRESIDENT3$0
ALICE GINANDES
16 GLENGARY ROAD, CROTON ON HUDSON, NY 10520
DIRECTOR/SECRETARY2$0

Address and contacts

Address (IRS master file)
350 5TH AVE STE 4320, NEW YORK, NY 10118-4318
In care of
% FOUNDATION
Signed the 990-PF
ROGER A MICHAELS, PRESIDENT
Phone
(212) 697-8540
Return prepared by
APRIO 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 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
13-3022845
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,367,199
Income (IRS master file)
$1,820,394

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$107,609$326,614$4,367,199XML
990-PFDecember 2023$206,242$355,751$5,517,106XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-3022845).

Questions about ROGER & BARBARA MICHAELS FAMILY FUND INC

What is the EIN of ROGER & BARBARA MICHAELS FAMILY FUND INC?
The employer identification number (EIN) of ROGER & BARBARA MICHAELS FAMILY FUND INC is 13-3022845.
Is ROGER & BARBARA MICHAELS FAMILY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to ROGER & BARBARA MICHAELS FAMILY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROGER & BARBARA MICHAELS FAMILY FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROGER & BARBARA MICHAELS FAMILY FUND INC 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 ROGER & BARBARA MICHAELS FAMILY FUND INC 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 ROGER & BARBARA MICHAELS FAMILY FUND INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ROGER & BARBARA MICHAELS FAMILY FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $107,609, expenses of $326,614 and total assets of $4,367,199 at year end.

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