Nonprofit · EIN 13-3124818
FAN FOX & LESLIE R SAMUELS FOUNDATION INC
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $14,173,700 | $11,758,120 | $2,415,580 | $230,300,876 | $0 | $230,300,876 |
| July 31, 2024 | 990-PF | $11,210,373 | $11,167,512 | $42,861 | $149,091,596 | $0 | $149,091,596 |
| July 31, 2023 | 990-PF | $9,046,671 | $10,822,020 | -$1,775,349 | $149,932,927 | $0 | $149,932,927 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $7,500
- Dividends
- $735,834
- Interest
- $356,233
- Net gain from sales of assets
- $12,858,288
- Other income
- $215,845
Expenses
- Grants and similar amounts paid
- $7,935,677
- Compensation of officers, directors and key employees
- $859,254
- Salaries, compensation and benefits (total)
- $601,969
- Disbursements for charitable purposes
- $9,793,204
- Excise tax on investment income
- $183,614
Balance sheet and other
- Total assets, start of year
- $149,091,596
- Total assets, end of year
- $230,300,876
- Total liabilities, end of year
- $0
- Net assets, end of year
- $230,300,876
- Fair market value of assets
- $230,300,876
- Qualifying distributions
- $9,793,204
- Net investment income
- $17,236,603
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT MARX 275 MADISON AVE, NEW YORK, NY 10016 | PRESIDENT, DIRECTOR | 48 | $324,319 | $32,486 |
| JULIO URBINA 275 MADISON AVE, NEW YORK, NY 10016 | VICE PRESIDENT, COO | 40 | $244,548 | $83,989 |
| LAUREN WEISENFELD 275 MADISON AVE, NEW YORK, NY 10016 | DIRECTOR, HEALTHY AG Highest-paid employee | 35 | $220,164 | $35,041 |
| JOSEPH C MITCHELL SEE STMT 13 275 MADISON AVE, NEW YORK, NY 10016 | CHAIRMAN | 48 | $210,387 | $300 |
| JACQUELINE M TAYLOR 275 MADISON AVE, NEW YORK, NY 10016 | DEPUTY DIRECTOR PERF Highest-paid employee | 40 | $168,900 | $64,846 |
| ALEXANDRA FRANCIS 275 MADISON AVE, NEW YORK, NY 10016 | CONTROLLER Highest-paid employee | 35 | $140,105 | $54,550 |
| COLETTE LUI 275 MADISON AVE, NEW YORK, NY 10016 | MANAGER OF PROGRAM A Highest-paid employee | 35 | $72,800 | $38,788 |
| MICHAEL L ZIEGLER ESQ 275 MADISON AVE, NEW YORK, NY 10016 | DIRECTOR, SECRETARY | 1.5 | $20,000 | $0 |
| JOSEPH W POLISI 275 MADISON AVE, NEW YORK, NY 10016 | DIRECTOR | 1 | $20,000 | $0 |
| MIKKI SHEPARD 275 MADISON AVE, NEW YORK, NY 10016 | DIRECTOR | 1.3 | $20,000 | $0 |
| MARTIN KELLY 275 MADISON AVE, NEW YORK, NY 10016 | DIRECTOR | 1 | $20,000 | $0 |
990-PF for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph C Mitchell 72 Whiteoak Drive, South Orange, NJ 07079 | Chairman, Managing Director | 48 | $464,111 | $32,200 |
| Robert Marx 35 West 92nd Street, New York, NY 10025 | President, Director | 48 | $333,419 | $32,359 |
| Julio Urbina 19 Hillcrest Road, Bronxville, NY 10808 | Vice President | 40 | $223,017 | $90,460 |
| Lauren Weisenfeld 200 East 83rd Street 27B, New York, NY 10028 | Deputy Director, Hea Highest-paid employee | 35 | $197,333 | $34,632 |
| Jacqueline M Taylor 170 West End Avenue Apt 19M, New York, NY 10023 | Deputy Director Perf Highest-paid employee | 40 | $171,151 | $48,819 |
| Alexandra Francis 602 Village Drive, Avenel, NJ 07001 | Controller Highest-paid employee | 35 | $139,896 | $58,582 |
| Colette Lui 101 Clark Street 12E, Brooklyn, NY 11201 | Manager of Program A Highest-paid employee | 35 | $66,831 | $38,657 |
| Michael L Ziegler Esq 825 W 187 Street Apt 5B, New York, NY 10033 | Director, Secretary | 1.5 | $20,000 | $0 |
| Joseph W Polisi 42 Fairway Avenue, Rye, NY 10580 | Director | 1 | $20,000 | $0 |
| Mikki Shepard 3600 Yacht Club Dr Apt 404, Miami, FL 33180 | Director | 1.3 | $20,000 | $0 |
| Martin Kelly 16 Halifax Street, North Andover, MA 01845 | Director | 1 | $20,000 | $0 |
990-PF for the year ended July 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph C Mitchell 72 Whiteoak Drive, South Orange, NJ 07079 | Chairman, Managing Director | 48 | $445,404 | $31,100 |
| Robert Marx 35 West 92nd Street, New York, NY 10025 | President, Director | 48 | $317,423 | $32,496 |
| Julio Urbina 19 Hillcrest Road, Bronxville, NY 10808 | Vice President | 40 | $204,675 | $80,604 |
| Lauren Weisenfeld 169 E 69th Street, New York, NY 10021 | Deputy Director, Hea Highest-paid employee | 35 | $185,807 | $34,601 |
| Alexandra Francis 602 Village Drive, Avenel, NJ 07001 | Controller Highest-paid employee | 35 | $128,300 | $52,119 |
| Colette Lui 101 Clark Street 12E, Brooklyn, NY 11201 | Program Assistant Highest-paid employee | 35 | $56,432 | $33,585 |
| Michael L Ziegler Esq 825 W 187 Street Apt 5B, New York, NY 10033 | Director, Secretary | 1.5 | $20,000 | $0 |
| Jacqueline M Taylor 13415 Shaker Blvd 12-K3, Cleveland, OH 44120 | Director | 1 | $20,000 | $0 |
| Joseph W Polisi 42 Fairway Avenue, Rye, NY 10580 | Director | 1 | $20,000 | $0 |
| Mikki Shepard 3600 Yacht Club Dr Apt 404, Miami, FL 33180 | Director | 1.3 | $20,000 | $0 |
| Martin Kelly 16 Halifax Street, North Andover, MA 01845 | Director | 1 | $20,000 | $0 |
Address and contacts
- Address (IRS master file)
- 275 MADISON AVE FL 31, NEW YORK, NY 10016-1133
- In care of
- % ALEXANDRA FRANCIS
- Signed the 990-PF
- JULIO URBINA, VICE PRESIDENT
- Phone
- (212) 239-3030
- Website
- WWW.SAMUELS.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3124818
- 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
- 1961
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $230,300,876
- Income (IRS master file)
- $12,740,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $14,173,700 | $11,758,120 | $230,300,876 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $11,210,373 | $11,167,512 | $149,091,596 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990-PF | July 2023 | $9,046,671 | $10,822,020 | $149,932,927 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990-PF | July 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 13-3124818).
Questions about FAN FOX & LESLIE R SAMUELS FOUNDATION INC
- What is the EIN of FAN FOX & LESLIE R SAMUELS FOUNDATION INC?
- The employer identification number (EIN) of FAN FOX & LESLIE R SAMUELS FOUNDATION INC is 13-3124818.
- Is FAN FOX & LESLIE R SAMUELS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to FAN FOX & LESLIE R SAMUELS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FAN FOX & LESLIE R SAMUELS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FAN FOX & LESLIE R SAMUELS FOUNDATION INC 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 FAN FOX & LESLIE R SAMUELS FOUNDATION INC 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 FAN FOX & LESLIE R SAMUELS FOUNDATION INC?
- The 990-PF for the year ended July 31, 2025 lists 11 people; 11 received compensation from the organization, the highest $324,319 (ROBERT MARX, PRESIDENT, DIRECTOR).
- How much revenue does FAN FOX & LESLIE R SAMUELS FOUNDATION INC have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $14,173,700, expenses of $11,758,120 and total assets of $230,300,876 at year end.
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